JOJO vs VYM
JOJO vs VYM
ATAC Credit Rotation 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 | JOJO | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.24% | 0.04% | |
| AUM | $5M | $79.0B | |
| Dividend Yield | 4.65% | 2.86% | |
| Holdings | 4 | 568 | |
| YTD Return | -0.63% | +15.80% | |
| 1Y Return | +2.08% | +26.12% | |
| 3Y Return (annualized) | +5.56% | +18.25% | |
| 5Y Return (annualized) | -1.12% | +12.51% | |
| Volatility (annualized) | 11.0% | 14.6% | |
| Max Drawdown | -28.3% | -58.8% | |
| Fund Family | ATAC Tactical Fund Family | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jul 15, 2021 | Nov 10, 2006 |
JOJO vs VYM Performance
ATAC Credit Rotation ETF (JOJO) is a ETF from ATAC Tactical Fund Family and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JOJO returned +2.08% while VYM returned +26.12%. Year to date, JOJO is down 0.63% versus a gain of 15.80% for VYM.
Over three years, JOJO compounded at +5.56% per year against +18.25% for VYM; over five years the annualized figures are -1.12% and +12.51% respectively. Across the full 5-year window we track, VYM has the edge at +7.07% annualized vs -1.21%. 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 11.0% for JOJO. 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 -28.3% for JOJO 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JOJO charges 1.24% per year while VYM charges 0.04%. On a $10,000 position that is $124 vs $4 annually, a gap of $120 per year that compounds over a long holding period. On income, JOJO currently yields 4.65% against 2.86% for VYM.
Holdings Overlap
JOJO and VYM share 0 holdings out of 561 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, JOJO or VYM?
JOJO has an expense ratio of 1.24% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $120 per year of difference.
Which performed better, JOJO or VYM?
Over the past year JOJO returned +2.08% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), JOJO annualized -1.21% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, JOJO or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.0% for JOJO. Worst drawdown: JOJO -28.3% vs VYM -58.8%.
Should I hold both JOJO and VYM?
JOJO and VYM have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JOJO and VYM?
JOJO and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 561 unique securities.
Which pays a higher dividend, JOJO or VYM?
JOJO yields 4.65% while VYM yields 2.86%, so JOJO currently pays the higher dividend yield.
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