JCPB vs VXUS
JPMorgan Core Plus Bond ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | JCPB | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.38% | 0.05% | |
| AUM | $14.0B | $156.5B | |
| Dividend Yield | 4.94% | 2.60% | |
| Holdings | 2,596 | 8,747 | |
| YTD Return | +0.14% | +14.57% | |
| 1Y Return | +2.91% | +27.82% | |
| 3Y Return (annualized) | +5.07% | +19.27% | |
| 5Y Return (annualized) | +0.80% | +9.28% | |
| Volatility (annualized) | 5.5% | 15.1% | |
| Max Drawdown | -17.7% | -39.9% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 28, 2019 | Jan 26, 2011 |
JCPB vs VXUS Performance
JPMorgan Core Plus Bond ETF (JCPB) 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 JCPB returned +2.91% while VXUS returned +27.82%. Year to date, JCPB is up 0.14% versus a gain of 14.57% for VXUS.
Over three years, JCPB compounded at +5.07% per year against +19.27% for VXUS; over five years the annualized figures are +0.80% and +9.28% respectively. Across the full 8-year window we track, VXUS has the edge at +4.86% annualized vs +1.79%. 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 5.5% for JCPB. 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 -17.7% for JCPB 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JCPB charges 0.38% per year while VXUS charges 0.05%. On a $10,000 position that is $38 vs $5 annually, a gap of $33 per year that compounds over a long holding period. On income, JCPB currently yields 4.94% against 2.60% for VXUS.
Holdings Overlap
JCPB and VXUS share 2 holdings out of 9567 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in JCPB | Weight in VXUS | Difference |
|---|---|---|---|
| ARGENT 4.125 07/09/3 | 0.08% | 0.00% | 0.08% |
| ARGENT 3.5 07/09/41 | 0.02% | 0.00% | 0.02% |
Frequently Asked Questions
Which is cheaper, JCPB or VXUS?
JCPB has an expense ratio of 0.38% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
Which performed better, JCPB or VXUS?
Over the past year JCPB returned +2.91% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (8 years), JCPB annualized +1.79% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, JCPB or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 5.5% for JCPB. Worst drawdown: JCPB -17.7% vs VXUS -39.9%.
Should I hold both JCPB and VXUS?
JCPB and VXUS have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JCPB and VXUS?
JCPB and VXUS share 2 common holdings with a 0.0% weight overlap. Combined, they hold 9567 unique securities.
Which pays a higher dividend, JCPB or VXUS?
JCPB yields 4.94% while VXUS yields 2.60%, so JCPB currently pays the higher dividend yield.
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