JADE vs VYM

AJADE

BVYM

Measures won0–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,387VYM · JEPI $14,510

Lowest cost0.04%VYM · $4 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.2%JADE and VYM

JPMorgan Active Developing Markets Equity ETF · $29MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,411+20.3%

[…]5 years · per year[…] · $17,387+11.7%

0.65%Expense ratio$65 · $4 on $10k · lower wins0.04%

2.01%12-mo yield$201 · $223 on $10k2.23%

Cards for this view

JADE

JPMorgan Active Developing Markets Equity

[…]

VYM

Vanguard High Dividend Yield

$17,387

MeasureJADEVYM

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield2.01%2.23%

5 years, per year[…]+11.7%

3 years, per year[…]+20.3%

Worst drop · 1Y−17.6%−6.7%

Volatility · 1Y25.5%10.8%

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.1%	+17.1%	+19.1%	+20.3%	+11.7%	−6.7%	$78.9B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
3	AJADE	JPMorgan Active Developing Markets Equity ETFRead Desk	0.65%	2.01%	−1.9%	+13.6%	+14.5%	new	new	−17.6%	$29M

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.1%	+17.1%	+19.1%	+20.3%	+11.7%	−6.7%	$78.9B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
3	AJADE	JPMorgan Active Developing Markets Equity ETFRead Desk	0.65%	2.01%	−1.9%	+13.6%	+14.5%	new	new	−17.6%	$29M

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