JIDA vs. VYM
Compare and contrast key facts about JPMorgan ActiveBuilders International Equity ETF (JIDA) and Vanguard High Dividend Yield ETF (VYM).
JIDA and VYM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JIDA is an actively managed fund by JPMorgan Chase. It was launched on Jul 7, 2021. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JIDA or VYM.
Key characteristics
JIDA | VYM |
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Correlation
The correlation between JIDA and VYM is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JIDA vs. VYM - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JIDA vs. VYM - Expense Ratio Comparison
JIDA has a 0.25% expense ratio, which is higher than VYM's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
JIDA vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan ActiveBuilders International Equity ETF (JIDA) and Vanguard High Dividend Yield ETF (VYM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
JIDA vs. VYM - Dividend Comparison
JIDA has not paid dividends to shareholders, while VYM's dividend yield for the trailing twelve months is around 2.75%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
JPMorgan ActiveBuilders International Equity ETF | 0.00% | 0.00% | 3.16% | 1.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard High Dividend Yield ETF | 2.75% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% | 2.81% |
Drawdowns
JIDA vs. VYM - Drawdown Comparison
Volatility
JIDA vs. VYM - Volatility Comparison
The current volatility for JPMorgan ActiveBuilders International Equity ETF (JIDA) is 0.00%, while Vanguard High Dividend Yield ETF (VYM) has a volatility of 3.82%. This indicates that JIDA experiences smaller price fluctuations and is considered to be less risky than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.