JUSA vs VYM
JPMorgan US Research Enhanced Large Cap ETF vs Vanguard High Dividend Yield ETF
Which is better, JUSA or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. JUSA led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 39.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | JUSA | VYM |
|---|---|---|
| Expense Ratio | 0.12% | 0.04%Best |
| AUM | $722M | $83.1B |
| Dividend Yield | 0.55% | 2.22% |
| Holdings | 264 | 608 |
| YTD Return | +12.50%Best | +10.00% |
| 1Y Return | +15.56%Best | +13.75% |
| 3Y Return (annualized) | - | +18.81% |
| 5Y Return (annualized) | - | +11.63% |
| Volatility (annualized) | 11.4% | 10.3%Best |
| Max Drawdown | -14.0% | -11.5%Best |
| $10,000 over 1.6 years | $13,860Best | $12,833 |
| Top 10 Weight | 39.0% | 26.1%Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Mar 13, 2025 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Mar 14, 2025 to Oct 2, 2026 (1.6 years).
JUSA vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.6 years both funds cover.
JUSA vs VYM Performance
JPMorgan US Research Enhanced Large Cap ETF (JUSA) is an ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year JUSA returned +15.56% while VYM returned +13.75%. Year to date, JUSA is up 12.50% versus a gain of 10.00% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JUSA has been the more volatile fund, with annualized monthly volatility of 11.4% compared with 10.3% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -14.0% for JUSA and -11.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JUSA charges 0.12% per year while VYM charges 0.04%. On a $10,000 position that is $12 vs $4 annually, a gap of $8 per year that compounds over a long holding period. On income, JUSA currently yields 0.55% against 2.22% for VYM.
Holdings Overlap
31.0% of JUSA's money is in holdings VYM also owns. 62.7% of VYM's money is in holdings JUSA also owns.
The two portfolios partly overlap.
The two holdings books were reported 46 days apart, JUSA as of Sep 15, 2026 and VYM as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
109 positions in common, counted across the 255 positions we hold weights for in JUSA and 557 in VYM, against full books of 264 and 608.
What only one of them owns
Our book lists 420 positions for VYM that do not appear in our book for JUSA (34.6% of the fund), and 139 for JUSA that do not appear in VYM (68.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in JUSA | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 2.58% | 7.35% | 4.77% |
| XOMExxon Mobil Corp. | 1.33% | 2.63% | 1.30% |
| JNJJohnson & Johnson - Common | 1.30% | 2.51% | 1.21% |
| ABBVAbbvie Inc. | 1.06% | 1.80% | 0.74% |
| BACBank of America Corp.: Financials | 0.78% | 1.66% | 0.88% |
| UNHUnitedhealth Group Incorporated | 0.64% | 1.52% | 0.88% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.23% | 1.86% | 1.63% |
| PMPhilip Morris International Inc. | 0.69% | 1.21% | 0.52% |
| WFCWells Fargo & Co. | 0.81% | 1.07% | 0.26% |
| CATCaterpillar, Inc. | 0.19% | 1.50% | 1.31% |
62.7% of VYM is already inside JUSA.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JUSA or VYM?
JUSA has an expense ratio of 0.12% while VYM charges 0.04%. VYM is the cheaper option, by $8 a year on a $10,000 investment.
Which performed better, JUSA or VYM?
Over the past year JUSA returned +15.56% vs +13.75% for VYM, so JUSA leads on 1-year performance. Over the longest common window we track (2 years), JUSA annualized +22.63% vs +16.87% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JUSA or VYM?
JUSA has been the more volatile fund at 11.4% annualized versus 10.3% for VYM. Worst drawdown: JUSA -14.0% vs VYM -11.5%.
Should I hold both JUSA and VYM?
JUSA and VYM have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JUSA and VYM?
62.7% of VYM's money is in holdings JUSA also owns. 62.7% of VYM's is in holdings JUSA also owns. They hold 109 positions in common, counted across the 255 positions we hold weights for in JUSA and 557 in VYM.
Which pays a higher dividend, JUSA or VYM?
JUSA yields 0.55% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than JUSA?
VYM has a lower expense ratio. JUSA led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 39.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.