SJB vs VYM

SJB vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricSJBVYMWinner
Expense Ratio0.95%0.04%
AUM$45M$81.6B
Dividend Yield3.59%2.24%
Holdings6613
YTD Return+0.81%+14.87%
1Y Return+0.77%+21.39%
3Y Return (annualized)-2.53%+18.69%
5Y Return (annualized)-0.39%+11.98%
Volatility (annualized)7.2%14.5%
Max Drawdown-59.7%-58.8%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionMar 21, 2011Nov 10, 2006

SJB vs VYM Performance

ProShares Short High Yield (SJB) is a ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SJB returned +0.77% while VYM returned +21.39%. Year to date, SJB is up 0.81% versus a gain of 14.87% for VYM.

Over three years, SJB compounded at -2.53% per year against +18.69% for VYM; over five years the annualized figures are -0.39% and +11.98% respectively. Across the full 15-year window we track, VYM has the edge at +7.00% annualized vs -5.28%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 7.2% for SJB. 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 -59.7% for SJB 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 -0.74. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SJB charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, SJB currently yields 3.59% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

SJB and VYM share 0 holdings out of 604 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, SJB or VYM?

SJB has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, SJB or VYM?

Over the past year SJB returned +0.77% vs +21.39% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (15 years), SJB annualized -5.28% vs +7.00% for VYM. Past performance does not guarantee future results.

Which is riskier, SJB or VYM?

VYM has been the more volatile fund at 14.5% annualized versus 7.2% for SJB. Worst drawdown: SJB -59.7% vs VYM -58.8%.

Should I hold both SJB and VYM?

SJB and VYM have a monthly-return correlation of -0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SJB and VYM?

SJB and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.

Which pays a higher dividend, SJB or VYM?

SJB yields 3.59% while VYM yields 2.24%, so SJB currently pays the higher dividend yield.

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