JCTR vs VTI

JCTR vs VTI

Which is better, JCTR or VTI?

Nearly the same fund. VTI costs less.

VTI has a lower expense ratio. JCTR led over the full window, VTI over 1Y. The two have moved almost in lockstep, correlation 0.99.

Lower Fees: VTIHigher Returns: split

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

MetricJCTRVTI
Expense Ratio0.15%0.03%Best
AUM$7M$666.9B
Dividend Yield0.94%1.07%
Holdings4053,543
Volatility (annualized)15.5%Best15.6%
Max Drawdown-24.8%Best-25.4%
$10,000 over 4.8 years$19,380Best$18,497
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 9, 2020May 24, 2001

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 336 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. JCTR has data through Oct 3, 2025 and VTI through Sep 4, 2026.

Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Dec 10, 2020 to Oct 3, 2025 (4.8 years).

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 15.5% for JCTR. 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 -24.8% for JCTR and -25.4% 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

JCTR 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, JCTR currently yields 0.94% against 1.07% for VTI.

You are not choosing between two funds in isolation.

Whichever of JCTR and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JCTRVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JCTR or VTI?

JCTR has an expense ratio of 0.15% while VTI charges 0.03%. VTI is the cheaper option, by $12 a year on a $10,000 investment.

Which is riskier, JCTR or VTI?

VTI has been the more volatile fund at 15.6% annualized versus 15.5% for JCTR. Worst drawdown: JCTR -24.8% vs VTI -25.4%.

Should I hold both JCTR and VTI?

JCTR and VTI have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, JCTR or VTI?

JCTR yields 0.94% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

Is VTI better than JCTR?

VTI has a lower expense ratio. JCTR led over the full window, VTI over 1Y. The two have moved almost in lockstep, correlation 0.99. Which one suits a particular account depends on what it is for. This is information, not a recommendation.