VYM vs YJUN
VYM vs YJUN
Vanguard High Dividend Yield ETF vs FT Vest International Equity Moderate Buffer ETF - June
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | VYM | YJUN | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.90% | |
| AUM | $79.0B | $138M | |
| Dividend Yield | 2.86% | 0.00% | |
| Holdings | 568 | 5 | |
| YTD Return | +15.80% | +7.07% | |
| 1Y Return | +26.12% | +12.22% | |
| 3Y Return (annualized) | +18.25% | +10.38% | |
| 5Y Return (annualized) | +12.51% | +6.36% | |
| Volatility (annualized) | 14.6% | 11.0% | |
| Max Drawdown | -58.8% | -21.5% | |
| Fund Family | Vanguard (US) | First Trust Portfolios (US) | |
| Category | Equity | Alternative | |
| Inception | Nov 10, 2006 | Jun 18, 2021 |
VYM vs YJUN Performance
Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and FT Vest International Equity Moderate Buffer ETF - June (YJUN) is a ETF from First Trust Portfolios (US). Over the past year VYM returned +26.12% while YJUN returned +12.22%. Year to date, VYM is up 15.80% versus a gain of 7.07% for YJUN.
Over three years, VYM compounded at +18.25% per year against +10.38% for YJUN; over five years the annualized figures are +12.51% and +6.36% respectively. Across the full 5-year window we track, VYM has the edge at +7.07% annualized vs +6.33%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.0% 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 -58.8% for VYM and -21.5% for YJUN. 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 0.79. 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 2.86% against 0.00% for YJUN.
Holdings Overlap
VYM and YJUN share 0 holdings out of 559 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, VYM or YJUN?
VYM has an expense ratio of 0.04% while YJUN charges 0.90%. VYM is the cheaper option. On a $10,000 investment, that is $86 per year of difference.
Which performed better, VYM or YJUN?
Over the past year VYM returned +26.12% vs +12.22% for YJUN, so VYM leads on 1-year performance. Over the longest common window we track (5 years), VYM annualized +7.07% vs +6.33% for YJUN. Past performance does not guarantee future results.
Which is riskier, VYM or YJUN?
VYM has been the more volatile fund at 14.6% annualized versus 11.0% for YJUN. Worst drawdown: VYM -58.8% vs YJUN -21.5%.
Should I hold both VYM and YJUN?
VYM and YJUN have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VYM and YJUN?
VYM and YJUN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, VYM or YJUN?
VYM yields 2.86% while YJUN yields 0.00%, so VYM currently pays the higher dividend yield.
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