JSCP vs VYM
JSCP vs VYM
JPMorgan Short Duration Core Plus ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. JSCP offers more diversification with 657 holdings.
Side-by-Side Comparison
| Metric | JSCP | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.33% | 0.04% | |
| AUM | $1.7B | $79.0B | |
| Dividend Yield | 4.75% | 2.86% | |
| Holdings | 1,209 | 568 | |
| YTD Return | +0.57% | +13.82% | |
| 1Y Return | +2.86% | +24.08% | |
| 3Y Return (annualized) | +5.41% | +17.72% | |
| 5Y Return (annualized) | +2.35% | +12.13% | |
| Volatility (annualized) | 3.0% | 14.6% | |
| Max Drawdown | -8.9% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Mar 1, 2021 | Nov 10, 2006 |
JSCP vs VYM Performance
JPMorgan Short Duration Core Plus ETF (JSCP) 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 JSCP returned +2.86% while VYM returned +24.08%. Year to date, JSCP is up 0.57% versus a gain of 13.82% for VYM.
Over three years, JSCP compounded at +5.41% per year against +17.72% for VYM; over five years the annualized figures are +2.35% and +12.13% respectively. Across the full 5-year window we track, VYM has the edge at +6.98% annualized vs +2.31%. 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 3.0% for JSCP. 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 -8.9% for JSCP 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JSCP charges 0.33% per year while VYM charges 0.04%. On a $10,000 position that is $33 vs $4 annually, a gap of $29 per year that compounds over a long holding period. On income, JSCP currently yields 4.75% against 2.86% for VYM.
Holdings Overlap
JSCP and VYM share 0 holdings out of 1215 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, JSCP or VYM?
JSCP has an expense ratio of 0.33% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
Which performed better, JSCP or VYM?
Over the past year JSCP returned +2.86% vs +24.08% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), JSCP annualized +2.31% vs +6.98% for VYM. Past performance does not guarantee future results.
Which is riskier, JSCP or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 3.0% for JSCP. Worst drawdown: JSCP -8.9% vs VYM -58.8%.
Should I hold both JSCP and VYM?
JSCP and VYM have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JSCP and VYM?
JSCP and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1215 unique securities.
Which pays a higher dividend, JSCP or VYM?
JSCP yields 4.75% while VYM yields 2.86%, so JSCP currently pays the higher dividend yield.
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