JADE vs VXUS

JADE vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. JADE delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: JADEMore Diversified: VXUS

Side-by-Side Comparison

MetricJADEVXUSWinner
Expense Ratio0.65%0.05%
AUM$32M$158.1B
Dividend Yield1.89%2.59%
Holdings1558,747
YTD Return+24.88%+15.52%
1Y Return+46.67%+26.73%
3Y Return (annualized)-+20.35%
5Y Return (annualized)-+9.40%
Volatility (annualized)15.5%15.1%
Max Drawdown-16.7%-39.9%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionMay 16, 2024Jan 26, 2011

JADE vs VXUS Performance

JPMorgan Active Developing Markets Equity ETF (JADE) is a ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year JADE returned +46.67% while VXUS returned +26.73%. Year to date, JADE is up 24.88% versus a gain of 15.52% for VXUS.

Risk: Volatility and Drawdowns

JADE has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 15.1% for VXUS. 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 -16.7% for JADE and -39.9% for VXUS. 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JADE charges 0.65% per year while VXUS charges 0.05%. On a $10,000 position that is $65 vs $5 annually, a gap of $60 per year that compounds over a long holding period. On income, JADE currently yields 1.89% against 2.59% for VXUS.

Holdings Overlap

7.0%overlap

JADE and VXUS share 73 holdings out of 7928 unique holdings combined, representing a 7.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JADEWeight in VXUSDifference
2330:TW12.37%3.41%8.96%
700:HK3.79%0.00%3.79%
992:HK1.59%0.02%1.57%
000270:KRProProPro
2454:TWProProPro
300750:SHProProPro
1299:HKProProPro
BBVA:MAProProPro
000333:SZProProPro
055550:KRProProPro
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Frequently Asked Questions

Which is cheaper, JADE or VXUS?

JADE has an expense ratio of 0.65% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $60 per year of difference.

Which performed better, JADE or VXUS?

Over the past year JADE returned +46.67% vs +26.73% for VXUS, so JADE leads on 1-year performance. Over the longest common window we track (2 years), JADE annualized +27.28% vs +4.90% for VXUS. Past performance does not guarantee future results.

Which is riskier, JADE or VXUS?

JADE has been the more volatile fund at 15.5% annualized versus 15.1% for VXUS. Worst drawdown: JADE -16.7% vs VXUS -39.9%.

Should I hold both JADE and VXUS?

JADE and VXUS have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JADE and VXUS?

JADE and VXUS share 73 common holdings with a 7.0% weight overlap. Combined, they hold 7928 unique securities.

Which pays a higher dividend, JADE or VXUS?

JADE yields 1.89% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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