JHCP vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricJHCPVYMWinner
Expense Ratio0.36%0.04%
AUM$206M$79.0B
Dividend Yield4.61%2.86%
Holdings687568
YTD Return+0.01%+15.20%
1Y Return+2.62%+25.56%
3Y Return (annualized)-+17.86%
5Y Return (annualized)-+12.35%
Volatility (annualized)3.3%14.6%
Max Drawdown-3.1%-58.8%
Fund FamilyJohn Hancock Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionDec 18, 2024Nov 10, 2006

JHCP vs VYM Performance

John Hancock Core Plus Bond ETF (JHCP) is a ETF from John Hancock Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JHCP returned +2.62% while VYM returned +25.56%. Year to date, JHCP is up 0.01% versus a gain of 15.20% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 3.3% for JHCP. 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 -3.1% for JHCP 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JHCP charges 0.36% per year while VYM charges 0.04%. On a $10,000 position that is $36 vs $4 annually, a gap of $32 per year that compounds over a long holding period. On income, JHCP currently yields 4.61% against 2.86% for VYM.

Holdings Overlap

0.1%overlap

JHCP and VYM share 3 holdings out of 921 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JHCPWeight in VYMDifference
NEE0.07%0.86%0.79%
CNP0.03%0.12%0.09%
ONB0.03%0.04%0.01%

Frequently Asked Questions

Which is cheaper, JHCP or VYM?

JHCP has an expense ratio of 0.36% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, JHCP or VYM?

Over the past year JHCP returned +2.62% vs +25.56% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), JHCP annualized +4.36% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, JHCP or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 3.3% for JHCP. Worst drawdown: JHCP -3.1% vs VYM -58.8%.

Should I hold both JHCP and VYM?

JHCP and VYM have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JHCP and VYM?

JHCP and VYM share 3 common holdings with a 0.1% weight overlap. Combined, they hold 921 unique securities.

Which pays a higher dividend, JHCP or VYM?

JHCP yields 4.61% while VYM yields 2.86%, so JHCP currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →