JSCP vs VYM
JPMorgan Short Duration Core Plus ETF vs Vanguard High Dividend Yield ETF
Which is better, JSCP or VYM?
Short Term Bond against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.
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 | JSCP | VYM |
|---|---|---|
| Expense Ratio | 0.33% | 0.04%Best |
| AUM | $1.8B | $78.9B |
| Dividend Yield | 4.54% | 2.37% |
| Holdings | 2,612 | 608 |
| YTD Return | +0.02% | +11.83%Best |
| 1Y Return | +0.99% | +15.96%Best |
| 3Y Return (annualized) | +5.44% | +18.60%Best |
| 5Y Return (annualized) | +2.30% | +11.51%Best |
| Volatility (annualized) | 3.1%Best | 13.4% |
| Max Drawdown | -8.9%Best | -15.8% |
| $10,000 over 5 years | $11,204 | $17,241Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Short Term Bond | Large Cap Value |
| Inception | Mar 1, 2021 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 2, 2021 to Oct 14, 2026 (5.6 years).
JSCP 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 5.6 years both funds cover.
JSCP vs VYM Performance
JPMorgan Short Duration Core Plus ETF (JSCP) 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 JSCP returned +0.99% while VYM returned +15.96%. Year to date, JSCP is up 0.02% versus a gain of 11.83% for VYM.
Over three years, JSCP compounded at +5.44% per year against +18.60% for VYM; over five years the annualized figures are +2.30% and +11.51% respectively. Across the full 6-year window we track, VYM has the edge at +12.49% annualized vs +2.12%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 3.1% for JSCP. 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 -8.9% for JSCP and -15.8% 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 0.59. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JSCP charges 0.33% per year while VYM charges 0.04%. On a $10,000 position that is $33 vs $4 annually, a gap of $29 per year that compounds over a long holding period. On income, JSCP currently yields 4.54% against 2.37% for VYM.
Holdings Overlap
At least 0.3% of VYM's money is in holdings JSCP also owns.
Stated as a floor: for JSCP, our book for it covers 32.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 653 positions we hold weights for in JSCP and 602 in VYM, against full books of 2,612 and 608.
Top Shared Holdings
| Stock | Weight in JSCP | Weight in VYM | Difference |
|---|---|---|---|
| TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#585558 | 0.08% | 0.35% | 0.27% |
You are not choosing between two funds in isolation.
Whichever of JSCP and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JSCP or VYM?
JSCP has an expense ratio of 0.33% while VYM charges 0.04%. VYM is the cheaper option, by $29 a year on a $10,000 investment.
Which performed better, JSCP or VYM?
Over the past year JSCP returned +0.99% vs +15.96% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), JSCP annualized +2.12% vs +12.49% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JSCP or VYM?
VYM has been the more volatile fund at 13.4% annualized versus 3.1% for JSCP. Worst drawdown: JSCP -8.9% vs VYM -15.8%.
Should I hold both JSCP and VYM?
JSCP and VYM have a monthly-return correlation of 0.59, 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, JSCP or VYM?
JSCP yields 4.54% while VYM yields 2.37%, so JSCP currently pays the higher dividend yield.
Is VYM better than JSCP?
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.