JBBB vs VYM
JBBB vs VYM
Janus Henderson B-BBB CLO ETF vs Vanguard High Dividend Yield ETF
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 | JBBB | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.04% | |
| AUM | $1.2B | $79.0B | |
| Dividend Yield | 8.11% | 2.86% | |
| Holdings | 217 | 568 | |
| YTD Return | -0.61% | +13.82% | |
| 1Y Return | +0.37% | +24.08% | |
| 3Y Return (annualized) | +7.47% | +17.72% | |
| 5Y Return (annualized) | - | +12.13% | |
| Volatility (annualized) | 6.0% | 14.6% | |
| Max Drawdown | -10.6% | -58.8% | |
| Fund Family | Janus Henderson Investors | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 11, 2022 | Nov 10, 2006 |
JBBB vs VYM Performance
Janus Henderson B-BBB CLO ETF (JBBB) is a ETF from Janus Henderson Investors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JBBB returned +0.37% while VYM returned +24.08%. Year to date, JBBB is down 0.61% versus a gain of 13.82% for VYM.
Over three years, JBBB compounded at +7.47% per year against +17.72% for VYM. Across the full 5-year window we track, VYM has the edge at +6.98% annualized vs +5.81%. 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 6.0% for JBBB. 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 -10.6% for JBBB and -58.8% for VYM. 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JBBB 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, JBBB currently yields 8.11% against 2.86% for VYM.
Holdings Overlap
JBBB and VYM share 0 holdings out of 564 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, JBBB or VYM?
JBBB has an expense ratio of 0.47% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $43 per year of difference.
Which performed better, JBBB or VYM?
Over the past year JBBB returned +0.37% vs +24.08% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), JBBB annualized +5.81% vs +6.98% for VYM. Past performance does not guarantee future results.
Which is riskier, JBBB or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 6.0% for JBBB. Worst drawdown: JBBB -10.6% vs VYM -58.8%.
Should I hold both JBBB and VYM?
JBBB and VYM have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JBBB and VYM?
JBBB and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 564 unique securities.
Which pays a higher dividend, JBBB or VYM?
JBBB yields 8.11% while VYM yields 2.86%, so JBBB currently pays the higher dividend yield.
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