JDIV vs VYM
JPMorgan Dividend Leaders ETF vs Vanguard High Dividend Yield ETF
Which is better, JDIV or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 30.7%.
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
| Metric | JDIV | VYM |
|---|---|---|
| Expense Ratio | 0.47% | 0.04%Best |
| AUM | $13M | $78.9B |
| Dividend Yield | 1.56% | 2.37% |
| Holdings | 98 | 608 |
| YTD Return | +5.43% | +11.83%Best |
| 1Y Return | +7.36% | +15.96%Best |
| 3Y Return (annualized) | - | +18.60% |
| 5Y Return (annualized) | - | +11.51% |
| Volatility (annualized) | 10.3%Best | 11.0% |
| Max Drawdown | -13.3%Best | -14.5% |
| $10,000 over 2 years | $11,920 | $13,055Best |
| Top 10 Weight | 30.7% | 25.8%Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Sep 25, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 26, 2024 to Oct 14, 2026 (2 years).
JDIV vs VYM 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 2 years both funds cover.
JDIV vs VYM Performance
JPMorgan Dividend Leaders ETF (JDIV) is an ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year JDIV returned +7.36% while VYM returned +15.96%. Year to date, JDIV is up 5.43% versus a gain of 11.83% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 11.0% compared with 10.3% for JDIV. 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 -13.3% for JDIV and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JDIV charges 0.47% per year while VYM charges 0.04%. On a $10,000 position that is $47 vs $4 annually, a gap of $43 per year that compounds over a long holding period. On income, JDIV currently yields 1.56% against 2.37% for VYM.
Holdings Overlap
32.3% of JDIV's money is in holdings VYM also owns. 31.3% of VYM's money is in holdings JDIV also owns.
The two portfolios partly overlap.
32 positions in common, counted across the 87 positions we hold weights for in JDIV and 602 in VYM, against full books of 98 and 608.
What only one of them owns
Our book lists 541 positions for VYM that do not appear in our book for JDIV (66.5% of the fund), and 19 for JDIV that do not appear in VYM (28.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in JDIV | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 0.70% | 6.94% | 6.24% |
| JNJJohnson & Johnson - Common | 1.68% | 2.58% | 0.90% |
| XOMExxon Mobil Corp | 1.20% | 2.70% | 1.50% |
| ABBVAbbvie Inc. | 1.68% | 1.83% | 0.15% |
| BACBank Amer Secs Inc | 1.40% | 1.65% | 0.25% |
| NEENextera Energy Inc. | 2.32% | 0.69% | 1.63% |
| UNHUnitedhealth Group Inc. | 1.24% | 1.42% | 0.18% |
| MSMorgan Stanley | 1.33% | 0.96% | 0.37% |
| ABTAbbott Laboratories | 1.27% | 0.77% | 0.50% |
| WFCWells Fargo And Co Preferred Stock Var | 0.94% | 1.07% | 0.13% |
32.3% of JDIV is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JDIV or VYM?
JDIV has an expense ratio of 0.47% while VYM charges 0.04%. VYM is the cheaper option, by $43 a year on a $10,000 investment.
Which performed better, JDIV or VYM?
Over the past year JDIV returned +7.36% vs +15.96% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), JDIV annualized +9.18% vs +14.26% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JDIV or VYM?
VYM has been the more volatile fund at 11.0% annualized versus 10.3% for JDIV. Worst drawdown: JDIV -13.3% vs VYM -14.5%.
Should I hold both JDIV and VYM?
JDIV and VYM have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JDIV and VYM?
32.3% of JDIV's money is in holdings VYM also owns. 31.3% of VYM's is in holdings JDIV also owns. They hold 32 positions in common, counted across the 87 positions we hold weights for in JDIV and 602 in VYM.
Which pays a higher dividend, JDIV or VYM?
JDIV yields 1.56% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than JDIV?
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 30.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.