JBND vs VYM
JBND vs VYM
JPMorgan Active Bond 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 | JBND | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.04% | |
| AUM | $8.5B | $79.0B | |
| Dividend Yield | 4.00% | 2.86% | |
| Holdings | 1,579 | 568 | |
| YTD Return | -0.33% | +13.24% | |
| 1Y Return | +3.21% | +23.76% | |
| 3Y Return (annualized) | - | +16.97% | |
| 5Y Return (annualized) | - | +12.26% | |
| Volatility (annualized) | 5.4% | 14.6% | |
| Max Drawdown | -4.5% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Oct 11, 2023 | Nov 10, 2006 |
JBND vs VYM Performance
JPMorgan Active Bond ETF (JBND) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JBND returned +3.21% while VYM returned +23.76%. Year to date, JBND is down 0.33% versus a gain of 13.24% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 5.4% for JBND. 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 -4.5% for JBND 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JBND charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, JBND currently yields 4.00% against 2.86% for VYM.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, JBND or VYM?
JBND has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, JBND or VYM?
Over the past year JBND returned +3.21% vs +23.76% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), JBND annualized +6.64% vs +6.96% for VYM. Past performance does not guarantee future results.
Which is riskier, JBND or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 5.4% for JBND. Worst drawdown: JBND -4.5% vs VYM -58.8%.
Should I hold both JBND and VYM?
JBND and VYM have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JBND and VYM?
JBND and VYM share 2 common holdings with a 0.0% weight overlap. Combined, they hold 991 unique securities.
Which pays a higher dividend, JBND or VYM?
JBND yields 4.00% while VYM yields 2.86%, so JBND currently pays the higher dividend yield.
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