VYM vs YJUN

VYM vs YJUN

Which is better, VYM or YJUN?

Large Cap Value against Option Writing.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VYMHigher Returns: VYM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricVYMYJUN
Expense Ratio0.04%Best0.90%
AUM$81.6B$145M
Dividend Yield2.22%0.00%
Holdings61310
YTD Return+12.29%Best+6.04%
1Y Return+16.61%Best+9.09%
3Y Return (annualized)+17.42%Best+10.54%
5Y Return (annualized)+12.12%Best+6.09%
Volatility (annualized)13.5%10.9%Best
Max Drawdown-15.8%Best-21.5%
$10,000 over 5 years$17,718Best$13,439
Fund FamilyVanguard (US)First Trust Portfolios (US)
CategoryEquityAlternative
StyleLarge Cap ValueOption Writing
InceptionNov 10, 2006Jun 18, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 21, 2021 to Sep 17, 2026 (5.2 years).

VYM vs YJUN growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.2 years both funds cover.

VYM vs YJUN Performance

Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and FT Vest International Equity Moderate Buffer ETF - June (YJUN) is an ETF from First Trust Portfolios (US). Over the past year VYM returned +16.61% while YJUN returned +9.09%. Year to date, VYM is up 12.29% versus a gain of 6.04% for YJUN.

Over three years, VYM compounded at +17.42% per year against +10.54% for YJUN; over five years the annualized figures are +12.12% and +6.09% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 13.5% compared with 10.9% for YJUN. 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 -15.8% for VYM and -21.5% for YJUN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VYM charges 0.04% per year while YJUN charges 0.90%. On a $10,000 position that is $4 vs $90 annually, a gap of $86 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 0.00% for YJUN.

You are not choosing between two funds in isolation.

Whichever of VYM and YJUN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VYMYJUN

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Frequently Asked Questions

Which is cheaper, VYM or YJUN?

VYM has an expense ratio of 0.04% while YJUN charges 0.90%. VYM is the cheaper option, by $86 a year on a $10,000 investment.

Which performed better, VYM or YJUN?

Over the past year VYM returned +16.61% vs +9.09% for YJUN, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VYM or YJUN?

VYM has been the more volatile fund at 13.5% annualized versus 10.9% for YJUN. Worst drawdown: VYM -15.8% vs YJUN -21.5%.

Should I hold both VYM and YJUN?

VYM and YJUN have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, VYM or YJUN?

VYM yields 2.22% while YJUN yields 0.00%, so VYM currently pays the higher dividend yield.

Is YJUN better than VYM?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.