PJP vs VYM

Quick Verdict

VYM has a lower expense ratio. PJP delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: PJPMore Diversified: VYM

Side-by-Side Comparison

MetricPJPVYMWinner
Expense Ratio0.57%0.04%
AUM$458M$79.0B
Dividend Yield0.90%2.86%
Holdings34568
YTD Return+20.41%+16.53%
1Y Return+44.02%+25.03%
3Y Return (annualized)+17.51%+18.54%
5Y Return (annualized)+9.92%+12.25%
Volatility (annualized)15.7%14.6%
Max Drawdown-42.4%-58.8%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 23, 2005Nov 10, 2006

PJP vs VYM Performance

Invesco Pharmaceuticals ETF (PJP) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year PJP returned +44.02% while VYM returned +25.03%. Year to date, PJP is up 20.41% versus a gain of 16.53% for VYM.

Over three years, PJP compounded at +17.51% per year against +18.54% for VYM; over five years the annualized figures are +9.92% and +12.25% respectively. Across the full 20-year window we track, PJP has the edge at +10.88% annualized vs +7.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PJP has been the more volatile fund, with annualized monthly volatility of 15.7% 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 -42.4% for PJP 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

PJP charges 0.57% per year while VYM charges 0.04%. On a $10,000 position that is $57 vs $4 annually, a gap of $53 per year that compounds over a long holding period. On income, PJP currently yields 0.90% against 2.86% for VYM.

Holdings Overlap

9.7%overlap

PJP and VYM share 10 holdings out of 578 unique holdings combined, representing a 9.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PJPWeight in VYMDifference
JNJ5.33%2.62%2.71%
ABBV5.66%1.80%3.86%
MRK5.16%1.37%3.79%
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Frequently Asked Questions

Which is cheaper, PJP or VYM?

PJP has an expense ratio of 0.57% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $53 per year of difference.

Which performed better, PJP or VYM?

Over the past year PJP returned +44.02% vs +25.03% for VYM, so PJP leads on 1-year performance. Over the longest common window we track (20 years), PJP annualized +10.88% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, PJP or VYM?

PJP has been the more volatile fund at 15.7% annualized versus 14.6% for VYM. Worst drawdown: PJP -42.4% vs VYM -58.8%.

Should I hold both PJP and VYM?

PJP 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 PJP and VYM?

PJP and VYM share 10 common holdings with a 9.7% weight overlap. Combined, they hold 578 unique securities.

Which pays a higher dividend, PJP or VYM?

PJP yields 0.90% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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