JDIV vs VTI
JPMorgan Dividend Leaders ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | JDIV | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.03% | |
| AUM | $13M | $663.5B | |
| Dividend Yield | 1.52% | 1.07% | |
| Holdings | 88 | 3,543 | |
| YTD Return | +9.68% | +14.22% | |
| 1Y Return | +14.27% | +22.19% | |
| 3Y Return (annualized) | - | +21.27% | |
| 5Y Return (annualized) | - | +12.23% | |
| Volatility (annualized) | 10.5% | 15.3% | |
| Max Drawdown | -13.3% | -56.6% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 25, 2024 | May 24, 2001 |
JDIV vs VTI Performance
JPMorgan Dividend Leaders ETF (JDIV) is a ETF from J.P. Morgan Asset Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JDIV returned +14.27% while VTI returned +22.19%. Year to date, JDIV is up 9.68% versus a gain of 14.22% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 10.5% for JDIV. 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 -13.3% for JDIV and -56.6% for VTI. 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JDIV charges 0.47% per year while VTI charges 0.03%. On a $10,000 position that is $47 vs $3 annually, a gap of $44 per year that compounds over a long holding period. On income, JDIV currently yields 1.52% against 1.07% for VTI.
Holdings Overlap
JDIV and VTI share 42 holdings out of 2821 unique holdings combined, representing a 18.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JDIV or VTI?
JDIV has an expense ratio of 0.47% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, JDIV or VTI?
Over the past year JDIV returned +14.27% vs +22.19% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), JDIV annualized +12.41% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, JDIV or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 10.5% for JDIV. Worst drawdown: JDIV -13.3% vs VTI -56.6%.
Should I hold both JDIV and VTI?
JDIV and VTI have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JDIV and VTI?
JDIV and VTI share 42 common holdings with a 18.8% weight overlap. Combined, they hold 2821 unique securities.
Which pays a higher dividend, JDIV or VTI?
JDIV yields 1.52% while VTI yields 1.07%, so JDIV currently pays the higher dividend yield.
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