TOV vs VYM
TOV vs VYM
JLens 500 Jewish Advocacy US 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 | TOV | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.04% | |
| AUM | $261M | $79.0B | |
| Dividend Yield | 0.85% | 2.86% | |
| Holdings | 497 | 568 | |
| YTD Return | +13.92% | +15.80% | |
| 1Y Return | +23.58% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 13.9% | 14.6% | |
| Max Drawdown | -16.3% | -58.8% | |
| Fund Family | JLens | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 26, 2025 | Nov 10, 2006 |
TOV vs VYM Performance
JLens 500 Jewish Advocacy US ETF (TOV) is a ETF from JLens and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year TOV returned +23.58% while VYM returned +26.12%. Year to date, TOV is up 13.92% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.9% for TOV. 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 -16.3% for TOV 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
TOV charges 0.18% per year while VYM charges 0.04%. On a $10,000 position that is $18 vs $4 annually, a gap of $14 per year that compounds over a long holding period. On income, TOV currently yields 0.85% against 2.86% for VYM.
Holdings Overlap
TOV and VYM share 198 holdings out of 856 unique holdings combined, representing a 32.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in TOV | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 2.56% | 6.47% | 3.91% |
| JPM:US | 1.39% | 3.36% | 1.97% |
| XOM | 0.93% | 2.83% | 1.90% |
| JNJ | Pro | Pro | Pro |
| WMT | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
See all 10 holdings TOV shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, TOV or VYM?
TOV has an expense ratio of 0.18% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, TOV or VYM?
Over the past year TOV returned +23.58% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), TOV annualized +22.60% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, TOV or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.9% for TOV. Worst drawdown: TOV -16.3% vs VYM -58.8%.
Should I hold both TOV and VYM?
TOV and VYM have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between TOV and VYM?
TOV and VYM share 198 common holdings with a 32.0% weight overlap. Combined, they hold 856 unique securities.
Which pays a higher dividend, TOV or VYM?
TOV yields 0.85% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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