JUSA vs VYM
JPMorgan US Research Enhanced Large Cap ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | JUSA | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.04% | |
| AUM | $672M | $79.0B | |
| Dividend Yield | 0.43% | 2.86% | |
| Holdings | 247 | 568 | |
| YTD Return | +14.00% | +16.78% | |
| 1Y Return | +21.38% | +24.43% | |
| 3Y Return (annualized) | - | +18.60% | |
| 5Y Return (annualized) | - | +12.30% | |
| Volatility (annualized) | 12.0% | 14.6% | |
| Max Drawdown | -14.0% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 13, 2025 | Nov 10, 2006 |
JUSA vs VYM Performance
JPMorgan US Research Enhanced Large Cap ETF (JUSA) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JUSA returned +21.38% while VYM returned +24.43%. Year to date, JUSA is up 14.00% versus a gain of 16.78% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.0% for JUSA. 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 -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
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 0.43% against 2.86% for VYM.
Holdings Overlap
JUSA and VYM share 98 holdings out of 703 unique holdings combined, representing a 29.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $8 per year of difference.
Which performed better, JUSA or VYM?
Over the past year JUSA returned +21.38% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), JUSA annualized +26.25% vs +7.11% for VYM. Past performance does not guarantee future results.
Which is riskier, JUSA or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.0% for JUSA. Worst drawdown: JUSA -14.0% vs VYM -58.8%.
Should I hold both JUSA and VYM?
JUSA and VYM have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JUSA and VYM?
JUSA and VYM share 98 common holdings with a 29.9% weight overlap. Combined, they hold 703 unique securities.
Which pays a higher dividend, JUSA or VYM?
JUSA yields 0.43% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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