JLVP vs VYM
JPMorgan US Large Cap Value Plus ETF vs Vanguard High Dividend Yield ETF
Which is better, JLVP or VYM?
VYM costs less.
VYM has a lower expense ratio.
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 | JLVP | VYM |
|---|---|---|
| Expense Ratio | 1.05% | 0.04%Best |
| AUM | $28M | $78.9B |
| Dividend Yield | 0.00% | 2.37% |
| Holdings | 154 | 608 |
| YTD Return | +1.10% | +11.83%Best |
| 1Y Return | - | +15.96% |
| 3Y Return (annualized) | - | +18.60% |
| 5Y Return (annualized) | - | +11.51% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 30, 2026 | Nov 10, 2006 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
JLVP 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
JLVP vs VYM Performance
JPMorgan US Large Cap Value Plus ETF (JLVP) is an ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, JLVP is up 1.10% versus a gain of 11.83% for VYM.
Past performance does not guarantee future results.
Fees and Cost Over Time
JLVP charges 1.05% per year while VYM charges 0.04%. On a $10,000 position that is $105 vs $4 annually, a gap of $101 per year that compounds over a long holding period. On income, JLVP currently yields 0.00% against 2.37% for VYM.
Holdings Overlap
At least 29.7% of VYM's money is in holdings JLVP also owns.
Only one direction is shown: for JLVP, our book for it lists positions totalling 132.0% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
VYM and JLVP share little of their money.
63 positions in common, counted across the 153 positions we hold weights for in JLVP and 602 in VYM, against full books of 154 and 608.
Top Shared Holdings
| Stock | Weight in JLVP | Weight in VYM | Difference |
|---|---|---|---|
| BACBank of America Corp.: Financials | 2.71% | 1.65% | 1.06% |
| JNJJohnson & Johnson - Common | 1.33% | 2.58% | 1.25% |
| XOMExxonmobil Corp. | 1.02% | 2.70% | 1.68% |
| ABBVAbbvie Inc. | 1.72% | 1.83% | 0.11% |
| WFCWells Fargo & Co. | 2.30% | 1.07% | 1.23% |
| UNHUnitedhealth Group Incorporated | 1.88% | 1.42% | 0.46% |
| TAT&T Inc. | 2.19% | 0.71% | 1.48% |
| NEENextera Energy Inc | 1.68% | 0.69% | 0.99% |
| COPConocophillips Common Stock USD 0.01 | 1.55% | 0.65% | 0.90% |
| CCitigroup Inc. | 1.28% | 0.90% | 0.38% |
29.7% of VYM is already inside JLVP.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, JLVP or VYM?
JLVP has an expense ratio of 1.05% while VYM charges 0.04%. VYM is the cheaper option, by $101 a year on a $10,000 investment.
What is the holdings overlap between JLVP and VYM?
At least 29.7% of VYM's money is in holdings JLVP also owns. Our book for JLVP is partial, so the real figure is this or higher. They hold 63 positions in common, counted across the 153 positions we hold weights for in JLVP and 602 in VYM.
Which pays a higher dividend, JLVP or VYM?
JLVP yields 0.00% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than JLVP?
VYM has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.