PJSM vs VYM

PJSM vs VYM

Which is better, PJSM or VYM?

Small Cap Blend against Large Cap Value.

VYM has a lower expense ratio. PJSM is less concentrated, with 18.4% of the fund in its ten largest positions against 25.8%.

Lower Fees: VYMLess Concentrated: PJSM

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

MetricPJSMVYM
Expense Ratio0.29%0.04%Best
AUM$6M$78.9B
Dividend Yield0.00%2.37%
Holdings249608
YTD Return-5.15%+11.83%Best
1Y Return-+15.96%
3Y Return (annualized)-+18.60%
5Y Return (annualized)-+11.51%
Top 10 Weight18.4%Best25.8%
Fund FamilyPGIM InvestmentsVanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Value
InceptionSep 1, 2026Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

PJSM 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.

PJSM vs VYM Performance

PGIM Jennison Small-Mid Cap Core Equity ETF (PJSM) is an ETF from PGIM Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, PJSM is down 5.15% versus a gain of 11.83% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

PJSM charges 0.29% per year while VYM charges 0.04%. On a $10,000 position that is $29 vs $4 annually, a gap of $25 per year that compounds over a long holding period. On income, PJSM currently yields 0.00% against 2.37% for VYM.

Holdings Overlap

PJSM already in VYM24.5%
VYM already in PJSM1.4%

24.5% of PJSM's money is in holdings VYM also owns. 1.4% of VYM's money is in holdings PJSM also owns.

PJSM and VYM share little of their money.

39 positions in common, counted across the 249 positions we hold weights for in PJSM and 602 in VYM, against full books of 249 and 608.

What only one of them owns

Our book lists 534 positions for VYM that do not appear in our book for PJSM (96.5% of the fund), and 202 for PJSM that do not appear in VYM (70.8%).

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

StockWeight in PJSMWeight in VYMDifference
EWBCEast West Bancorp, Inc.2.21%0.07%2.14%
AXSAxis Capital Holdings Ltd.2.07%0.03%2.04%
MKLMarkel Group Inc1.96%0.07%1.89%
OASChord Energy Corp1.79%0.03%1.76%
PRPermian Resource1.68%0.07%1.61%
EBCEastern Bankshares Inc1.65%0.02%1.63%
WTFCWintrust Financial Corp1.26%0.04%1.22%
BHEBenchmark Electronics Inc1.06%0.01%1.05%
CCSCentury Communities Inc0.95%0.01%0.94%
TRNTrinity Industries Inc0.89%0.01%0.88%

24.5% of PJSM 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.

PJSMVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PJSM or VYM?

PJSM has an expense ratio of 0.29% while VYM charges 0.04%. VYM is the cheaper option, by $25 a year on a $10,000 investment.

What is the holdings overlap between PJSM and VYM?

24.5% of PJSM's money is in holdings VYM also owns. 1.4% of VYM's is in holdings PJSM also owns. They hold 39 positions in common, counted across the 249 positions we hold weights for in PJSM and 602 in VYM.

Which pays a higher dividend, PJSM or VYM?

PJSM yields 0.00% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.

Is VYM better than PJSM?

VYM has a lower expense ratio. PJSM is less concentrated, with 18.4% of the fund in its ten largest positions against 25.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.