JDOC vs VXUS
JPMorgan Healthcare Leaders ETF vs Vanguard Total International Stock ETF
Which is better, JDOC or VXUS?
VXUS has been ahead.
VXUS has a lower expense ratio. VXUS led over 1Y 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 | JDOC | VXUS |
|---|---|---|
| Expense Ratio | 0.65% | 0.05%Best |
| AUM | $9M | $158.1B |
| Dividend Yield | 0.85% | 2.59% |
| Holdings | 64 | 8,747 |
| YTD Return | +8.63% | +16.15%Best |
| 1Y Return | +22.53% | +27.58%Best |
| 3Y Return (annualized) | - | +20.48% |
| 5Y Return (annualized) | - | +9.09% |
| Volatility (annualized) | 13.4% | 11.0%Best |
| Max Drawdown | -20.4% | -13.6%Best |
| $10,000 over 2.8 years | $13,765 | $17,944Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 1, 2023 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 2, 2023 to Sep 4, 2026 (2.8 years).
JDOC vs VXUS 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 2.8 years both funds cover.
JDOC vs VXUS Performance
JPMorgan Healthcare Leaders ETF (JDOC) is an ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year JDOC returned +22.53% while VXUS returned +27.58%. Year to date, JDOC is up 8.63% versus a gain of 16.15% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JDOC has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 11.0% 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 -20.4% for JDOC and -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.43. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JDOC charges 0.65% per year while VXUS charges 0.05%. On a $10,000 position that is $65 vs $5 annually, a gap of $60 per year that compounds over a long holding period. On income, JDOC currently yields 0.85% against 2.59% for VXUS.
Holdings Overlap
At least 15.1% of JDOC's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
JDOC and VXUS share little of their money.
9 positions in common, counted across the 56 positions we hold weights for in JDOC and 8,094 in VXUS, against full books of 64 and 8,747.
Top Shared Holdings
| Stock | Weight in JDOC | Weight in VXUS | Difference |
|---|---|---|---|
| AZN:LNAstraZeneca PLC | 3.46% | 0.62% | 2.84% |
| GSK:LNGsk Plc Common Stock Gbp | 2.58% | 0.23% | 2.35% |
| NOVN:SMNovartis Ag - Common | 1.54% | 0.65% | 0.89% |
| ARGX:ASArgenx Se | 2.02% | 0.13% | 1.89% |
| TEVA:ILTeva Pharmaceutical Industries Ltd. | 1.56% | 0.09% | 1.47% |
| HUM:AUHumm Group Ltd | 1.51% | 0.00% | 1.51% |
| 7741:JPHoya Corp Common Stock | 1.39% | 0.12% | 1.27% |
| SDZ:SMSandoz Group Ag | 0.50% | 0.08% | 0.42% |
| CTEC:LNConvatec Group Plc | 0.50% | 0.01% | 0.49% |
You are not choosing between two funds in isolation.
Whichever of JDOC and VXUS 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, JDOC or VXUS?
JDOC has an expense ratio of 0.65% while VXUS charges 0.05%. VXUS is the cheaper option, by $60 a year on a $10,000 investment.
Which performed better, JDOC or VXUS?
Over the past year JDOC returned +22.53% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JDOC or VXUS?
JDOC has been the more volatile fund at 13.4% annualized versus 11.0% for VXUS. Worst drawdown: JDOC -20.4% vs VXUS -13.6%.
Should I hold both JDOC and VXUS?
JDOC and VXUS have a monthly-return correlation of 0.43, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JDOC and VXUS?
At least 15.1% of JDOC's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 9 positions in common, counted across the 56 positions we hold weights for in JDOC and 8,094 in VXUS.
Which pays a higher dividend, JDOC or VXUS?
JDOC yields 0.85% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.
Is VXUS better than JDOC?
VXUS has a lower expense ratio. VXUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.