JPIE vs VYM
JPIE vs VYM
JPMorgan Income ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. JPIE offers more diversification with 1591 holdings.
Side-by-Side Comparison
| Metric | JPIE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.04% | |
| AUM | $10.2B | $79.0B | |
| Dividend Yield | 5.73% | 2.86% | |
| Holdings | 2,467 | 568 | |
| YTD Return | +1.82% | +13.24% | |
| 1Y Return | +4.92% | +23.76% | |
| 3Y Return (annualized) | +6.70% | +16.97% | |
| 5Y Return (annualized) | - | +12.26% | |
| Volatility (annualized) | 4.3% | 14.6% | |
| Max Drawdown | -10.0% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Oct 28, 2021 | Nov 10, 2006 |
JPIE vs VYM Performance
JPMorgan Income ETF (JPIE) 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 JPIE returned +4.92% while VYM returned +23.76%. Year to date, JPIE is up 1.82% versus a gain of 13.24% for VYM.
Over three years, JPIE compounded at +6.70% per year against +16.97% for VYM. Across the full 5-year window we track, VYM has the edge at +6.96% annualized vs +3.39%. 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 4.3% for JPIE. 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 -10.0% for JPIE 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JPIE charges 0.39% per year while VYM charges 0.04%. On a $10,000 position that is $39 vs $4 annually, a gap of $35 per year that compounds over a long holding period. On income, JPIE currently yields 5.73% against 2.86% for VYM.
Holdings Overlap
JPIE and VYM share 0 holdings out of 2149 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, JPIE or VYM?
JPIE has an expense ratio of 0.39% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, JPIE or VYM?
Over the past year JPIE returned +4.92% vs +23.76% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), JPIE annualized +3.39% vs +6.96% for VYM. Past performance does not guarantee future results.
Which is riskier, JPIE or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 4.3% for JPIE. Worst drawdown: JPIE -10.0% vs VYM -58.8%.
Should I hold both JPIE and VYM?
JPIE and VYM have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPIE and VYM?
JPIE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2149 unique securities.
Which pays a higher dividend, JPIE or VYM?
JPIE yields 5.73% while VYM yields 2.86%, so JPIE currently pays the higher dividend yield.
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