JCTR vs VXUS
JCTR vs VXUS
JPMorgan Carbon Transition US Equity 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 | JCTR | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.05% | |
| AUM | $7M | $156.5B | |
| Dividend Yield | 0.94% | 2.60% | |
| Holdings | 405 | 8,747 | |
| YTD Return | +13.48% | +14.57% | |
| 1Y Return | +17.99% | +27.82% | |
| 3Y Return (annualized) | +22.23% | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 15.5% | 15.1% | |
| Max Drawdown | -24.8% | -39.9% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 9, 2020 | Jan 26, 2011 |
JCTR vs VXUS Performance
JPMorgan Carbon Transition US Equity ETF (JCTR) 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 JCTR returned +17.99% while VXUS returned +27.82%. Year to date, JCTR is up 13.48% versus a gain of 14.57% for VXUS.
Over three years, JCTR compounded at +22.23% per year against +19.27% for VXUS. Across the full 5-year window we track, JCTR has the edge at +14.78% annualized vs +4.86%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JCTR 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 -24.8% for JCTR 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JCTR charges 0.15% per year while VXUS charges 0.05%. On a $10,000 position that is $15 vs $5 annually, a gap of $10 per year that compounds over a long holding period. On income, JCTR currently yields 0.94% against 2.60% for VXUS.
Frequently Asked Questions
Which is cheaper, JCTR or VXUS?
JCTR has an expense ratio of 0.15% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $10 per year of difference.
Which performed better, JCTR or VXUS?
Over the past year JCTR returned +17.99% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), JCTR annualized +14.78% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, JCTR or VXUS?
JCTR has been the more volatile fund at 15.5% annualized versus 15.1% for VXUS. Worst drawdown: JCTR -24.8% vs VXUS -39.9%.
Should I hold both JCTR and VXUS?
JCTR and VXUS have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, JCTR or VXUS?
JCTR yields 0.94% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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