EWJV vs VTI

EWJV vs VTI
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Quick Verdict

VTI has a lower expense ratio. EWJV delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: EWJVMore Diversified: VTI

Side-by-Side Comparison

MetricEWJVVTIWinner
Expense Ratio0.15%0.03%
AUM$783M$666.9B
Dividend Yield4.74%1.07%
Holdings1153,543
YTD Return+17.77%+12.65%
1Y Return+27.23%+21.39%
3Y Return (annualized)+25.00%+21.54%
5Y Return (annualized)+15.42%+12.11%
Volatility (annualized)14.6%15.3%
Max Drawdown-31.5%-56.6%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 5, 2019May 24, 2001

EWJV vs VTI Performance

iShares MSCI Japan Value ETF (EWJV) is a ETF from iShares by BlackRock (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year EWJV returned +27.23% while VTI returned +21.39%. Year to date, EWJV is up 17.77% versus a gain of 12.65% for VTI.

Over three years, EWJV compounded at +25.00% per year against +21.54% for VTI; over five years the annualized figures are +15.42% and +12.11% respectively. Across the full 8-year window we track, EWJV has the edge at +11.80% annualized vs +8.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.6% for EWJV. 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 -31.5% for EWJV and -56.6% for VTI. 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EWJV charges 0.15% per year while VTI charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, EWJV currently yields 4.74% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

EWJV and VTI share 0 holdings out of 2897 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, EWJV or VTI?

EWJV has an expense ratio of 0.15% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, EWJV or VTI?

Over the past year EWJV returned +27.23% vs +21.39% for VTI, so EWJV leads on 1-year performance. Over the longest common window we track (8 years), EWJV annualized +11.80% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, EWJV or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 14.6% for EWJV. Worst drawdown: EWJV -31.5% vs VTI -56.6%.

Should I hold both EWJV and VTI?

EWJV and VTI have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EWJV and VTI?

EWJV and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2897 unique securities.

Which pays a higher dividend, EWJV or VTI?

EWJV yields 4.74% while VTI yields 1.07%, so EWJV currently pays the higher dividend yield.

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