JAVA vs VXUS
JAVA vs VXUS
JPMorgan Active Value ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. JAVA delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | JAVA | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.44% | 0.05% | |
| AUM | $7.0B | $156.5B | |
| Dividend Yield | 1.32% | 2.60% | |
| Holdings | 150 | 8,747 | |
| YTD Return | +15.64% | +14.57% | |
| 1Y Return | +30.11% | +27.82% | |
| 3Y Return (annualized) | +17.30% | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 14.5% | 15.1% | |
| Max Drawdown | -16.5% | -39.9% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 4, 2021 | Jan 26, 2011 |
JAVA vs VXUS Performance
JPMorgan Active Value ETF (JAVA) 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 JAVA returned +30.11% while VXUS returned +27.82%. Year to date, JAVA is up 15.64% versus a gain of 14.57% for VXUS.
Over three years, JAVA compounded at +17.30% per year against +19.27% for VXUS. Across the full 5-year window we track, JAVA has the edge at +12.79% annualized vs +4.86%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.5% for JAVA. 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 -16.5% for JAVA 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JAVA charges 0.44% per year while VXUS charges 0.05%. On a $10,000 position that is $44 vs $5 annually, a gap of $39 per year that compounds over a long holding period. On income, JAVA currently yields 1.32% against 2.60% for VXUS.
Holdings Overlap
JAVA and VXUS share 4 holdings out of 8006 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
Frequently Asked Questions
Which is cheaper, JAVA or VXUS?
JAVA has an expense ratio of 0.44% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
Which performed better, JAVA or VXUS?
Over the past year JAVA returned +30.11% vs +27.82% for VXUS, so JAVA leads on 1-year performance. Over the longest common window we track (5 years), JAVA annualized +12.79% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, JAVA or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 14.5% for JAVA. Worst drawdown: JAVA -16.5% vs VXUS -39.9%.
Should I hold both JAVA and VXUS?
JAVA and VXUS have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JAVA and VXUS?
JAVA and VXUS share 4 common holdings with a 0.2% weight overlap. Combined, they hold 8006 unique securities.
Which pays a higher dividend, JAVA or VXUS?
JAVA yields 1.32% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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