RJCA vs VYM
RJ ClariVest Capital Appreciation 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 613 holdings.
Side-by-Side Comparison
| Metric | RJCA | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.61% | 0.04% | |
| AUM | $597M | $81.6B | |
| Dividend Yield | - | 2.24% | |
| Holdings | 71 | 613 | |
| YTD Return | +2.13% | +14.57% | |
| 1Y Return | - | +21.08% | |
| 3Y Return (annualized) | - | +18.16% | |
| 5Y Return (annualized) | - | +12.00% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -3.4% | -58.8% | |
| Fund Family | Carillon Family of Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 21, 2006 | Nov 10, 2006 |
RJCA vs VYM Performance
RJ ClariVest Capital Appreciation ETF (RJCA) is a ETF from Carillon Family of Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, RJCA is up 2.13% versus a gain of 14.57% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.4% for RJCA and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
RJCA charges 0.61% per year while VYM charges 0.04%. On a $10,000 position that is $61 vs $4 annually, a gap of $57 per year that compounds over a long holding period.
Holdings Overlap
RJCA and VYM share 16 holdings out of 658 unique holdings combined, representing a 11.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, RJCA or VYM?
RJCA has an expense ratio of 0.61% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
What is the holdings overlap between RJCA and VYM?
RJCA and VYM share 16 common holdings with a 11.6% weight overlap. Combined, they hold 658 unique securities.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.