NBJP vs VYM

Quick Verdict

VYM has a lower expense ratio. NBJP delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: NBJPMore Diversified: VYM

Side-by-Side Comparison

MetricNBJPVYMWinner
Expense Ratio0.50%0.04%
AUM$130M$81.6B
Dividend Yield1.98%2.24%
Holdings61616
YTD Return+20.09%+16.42%
1Y Return+28.72%+24.22%
3Y Return (annualized)-+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)16.8%14.6%
Max Drawdown-14.3%-58.8%
Fund FamilyNeuberger BermanVanguard (US)
CategoryEquityEquity
InceptionSep 11, 2024Nov 10, 2006

NBJP vs VYM Performance

Neuberger Berman Japan Equity ETF (NBJP) is a ETF from Neuberger Berman and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year NBJP returned +28.72% while VYM returned +24.22%. Year to date, NBJP is up 20.09% versus a gain of 16.42% for VYM.

Risk: Volatility and Drawdowns

NBJP has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 14.6% 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 -14.3% for NBJP 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 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NBJP charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, NBJP currently yields 1.98% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

NBJP and VYM share 0 holdings out of 663 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, NBJP or VYM?

NBJP has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, NBJP or VYM?

Over the past year NBJP returned +28.72% vs +24.22% for VYM, so NBJP leads on 1-year performance. Over the longest common window we track (2 years), NBJP annualized +24.43% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, NBJP or VYM?

NBJP has been the more volatile fund at 16.8% annualized versus 14.6% for VYM. Worst drawdown: NBJP -14.3% vs VYM -58.8%.

Should I hold both NBJP and VYM?

NBJP and VYM have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NBJP and VYM?

NBJP and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 663 unique securities.

Which pays a higher dividend, NBJP or VYM?

NBJP yields 1.98% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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