JBND vs VTI
JPMorgan Active Bond ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, JBND or VTI?
VTI has been ahead.
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | JBND | VTI |
|---|---|---|
| Expense Ratio | 0.25% | 0.03%Best |
| AUM | $8.6B | $666.9B |
| Dividend Yield | 4.47% | 1.03% |
| Holdings | 1,758 | 3,543 |
| YTD Return | -1.11% | +12.08%Best |
| 1Y Return | -0.43% | +16.31%Best |
| 3Y Return (annualized) | +6.06% | +20.83%Best |
| 5Y Return (annualized) | - | +11.89% |
| Volatility (annualized) | 5.4%Best | 12.8% |
| Max Drawdown | -4.5%Best | -19.3% |
| $10,000 over 2.9 years | $11,860 | $17,996Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Blend |
| Inception | Oct 11, 2023 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Oct 12, 2023 to Sep 14, 2026 (2.9 years).
JBND vs VTI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.
JBND vs VTI Performance
JPMorgan Active Bond ETF (JBND) is an ETF from J.P. Morgan Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year JBND returned -0.43% while VTI returned +16.31%. Year to date, JBND is down 1.11% versus a gain of 12.08% for VTI.
Over three years, JBND compounded at +6.06% per year against +20.83% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 5.4% for JBND. 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 -4.5% for JBND and -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.48. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JBND charges 0.25% per year while VTI charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, JBND currently yields 4.47% against 1.03% for VTI.
Holdings Overlap
At least 0.1% of VTI's money is in holdings JBND also owns.
Stated as a floor: for JBND, our book for it covers 34.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
2 positions in common, counted across the 504 positions we hold weights for in JBND and 3,463 in VTI, against full books of 1,758 and 3,543.
You are not choosing between two funds in isolation.
Whichever of JBND and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JBND or VTI?
JBND has an expense ratio of 0.25% while VTI charges 0.03%. VTI is the cheaper option, by $22 a year on a $10,000 investment.
Which performed better, JBND or VTI?
Over the past year JBND returned -0.43% vs +16.31% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JBND or VTI?
VTI has been the more volatile fund at 12.8% annualized versus 5.4% for JBND. Worst drawdown: JBND -4.5% vs VTI -19.3%.
Should I hold both JBND and VTI?
JBND and VTI have a monthly-return correlation of 0.48, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, JBND or VTI?
JBND yields 4.47% while VTI yields 1.03%, so JBND currently pays the higher dividend yield.
Is VTI better than JBND?
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.