Compare · 2 funds side by side · dividends reinvested

JPRE and VYM

JPREJ.P. Morgan×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,742VYM · best of the two

02 / 04

JPRE and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.1

JPMorgan Realty Income ETFIncome · Dividend stocks0.71%2.24%+16.8%+17.1%+15.4%[…]−10.5%14.2%$470M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: JPRE 1998 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Realty Income ETF · $470M[…]

JPRE

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,742

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JPREMeasureVYM

+16.8%Year to dateJan 1 → Nov 4+17.2%

+17.1%1 yearTotal return+21.2%

+15.4%3 years · per year$10,000 became $15,369 · $17,970+21.6%

[…]5 years · per year$10,000 became […] · $17,742+12.2%

0.71%Expense ratio$71 · $4 a year on $10k · lower is better0.04%

2.24%Trailing 12-mo yield$224 · $222 a year on $10k2.22%

−10.5%Worst dropSmaller is better−6.7%

14.2%VolatilityLower is calmer10.1%

JPREVYM Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6VYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JPRE vs VYM: Top 5 Holdings

Today

JPRE

45.0%in top 5

VYM

in top 518.2%

JPREStockVYM

12.8%WELLnot top 5

9.5%PLDnot top 5

9.1%EQIXnot top 5

7.3%DLRnot top 5

not top 5AVGO6.9%

6.2%AMTnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

JPRE vs VYM Returns, Every Period

J.P. MorganJPRE

+17.1%

past year

VYMVanguard

+21.2%

past year

JPREVYMFaded: behind in that period

0–3VYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

JPRE vs VYM

YTD

J.P. MorganJPRE

+16.8%

VYMVanguard

+17.2%

+16.8%Year to date+17.2%

−10.5%Worst drop · 1Y−6.7%

14.2%Volatility · 1Y10.1%

2.2%Yield2.2%

$470MAssets$78.9B

3–0VYM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JPRE, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

JPRE0.71%$71

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JPRE, VYM

2.24%highest, JPRE

FundTrailing yieldYield$10k

JPRE2.24%$224

VYM2.22%$222

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$218most kept, VYM

VYM$222 − $4 = $218

JPRE$224 − $71 = $153

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JPRE, VYM

Today

0.0%most shared, JPRE and VYM

JPREVYM

JPRE—0.0%

VYM0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.2%VYM, at 10.1% volatility

VYMWorst drop−6.7%10.1% vol

JPREWorst drop−10.5%14.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JPREVYM

+16.8%Year to date+17.2%

2.2%Yield2.2%

+17.1%Past year+21.2%

0.71%Fee0.04%

3–0VYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026