JEMA vs VXUS

JEMA vs VXUS

Which is better, JEMA or VXUS?

All Cap Blend against Large Cap Blend.

VXUS has a lower expense ratio. JEMA led over 1Y and 3Y, VXUS over 5Y and the full window.

Lower Fees: VXUSHigher 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

MetricJEMAVXUS
Expense Ratio0.34%0.05%Best
AUM$1.7B$158.1B
Dividend Yield2.41%2.59%
Holdings5438,747
YTD Return+26.63%Best+16.15%
1Y Return+47.18%Best+27.58%
3Y Return (annualized)+24.48%Best+20.48%
5Y Return (annualized)+7.69%+9.09%Best
Volatility (annualized)17.7%14.6%Best
Max Drawdown-39.5%-29.4%Best
$10,000 over 5 years$14,484$15,450Best
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionMar 10, 2021Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Mar 11, 2021 to Sep 4, 2026 (5.5 years).

JEMA 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 5.5 years both funds cover.

JEMA vs VXUS Performance

JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) 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 JEMA returned +47.18% while VXUS returned +27.58%. Year to date, JEMA is up 26.63% versus a gain of 16.15% for VXUS.

Over three years, JEMA compounded at +24.48% per year against +20.48% for VXUS; over five years the annualized figures are +7.69% and +9.09% respectively. Across the full 6-year window we track, VXUS has the edge at +9.50% annualized vs +7.07%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JEMA has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 14.6% 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 -39.5% for JEMA and -29.4% 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JEMA charges 0.34% per year while VXUS charges 0.05%. On a $10,000 position that is $34 vs $5 annually, a gap of $29 per year that compounds over a long holding period. On income, JEMA currently yields 2.41% against 2.59% for VXUS.

Holdings Overlap

JEMA already in VXUS45.0%

At least 45.0% of JEMA'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.

The two portfolios partly overlap.

266 positions in common, counted across the 508 positions we hold weights for in JEMA and 8,094 in VXUS, against full books of 543 and 8,747.

Top Shared Holdings

StockWeight in JEMAWeight in VXUSDifference
700:HKTencent Holding Ltd3.91%0.77%3.14%
9988:HKAlibaba Group Holding Limited Ordinary Shares1.72%0.49%1.23%
2454:TWMediaTek Inc ORD TWD101.23%0.44%0.79%
2308:TWDelta Electronics Inc1.10%0.27%0.83%
9999:KYNetease, Inc.0.93%0.10%0.83%
402340:KRSk Square Co., Ltd.0.71%0.22%0.49%
300750:SHContemporary Amperex Technology Co. Ltd. Class A0.86%0.04%0.82%
2318:HKPing An Insurance (group) Co. Of China Ltd Class H0.79%0.09%0.70%
BBVA:MABanco Bilbao Vizcaya Argentaria S.A. Reg Shs0.53%0.31%0.22%
PBRPetroleo Brasileiro Sa Petrobras0.72%0.07%0.65%

45.0% of JEMA is already inside VXUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

JEMAVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JEMA or VXUS?

JEMA has an expense ratio of 0.34% while VXUS charges 0.05%. VXUS is the cheaper option, by $29 a year on a $10,000 investment.

Which performed better, JEMA or VXUS?

Over the past year JEMA returned +47.18% vs +27.58% for VXUS, so JEMA leads on 1-year performance. Over the longest common window we track (6 years), JEMA annualized +7.07% vs +9.50% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JEMA or VXUS?

JEMA has been the more volatile fund at 17.7% annualized versus 14.6% for VXUS. Worst drawdown: JEMA -39.5% vs VXUS -29.4%.

Should I hold both JEMA and VXUS?

JEMA and VXUS have a monthly-return correlation of 0.88, 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 JEMA and VXUS?

At least 45.0% of JEMA's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 266 positions in common, counted across the 508 positions we hold weights for in JEMA and 8,094 in VXUS.

Which pays a higher dividend, JEMA or VXUS?

JEMA yields 2.41% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than JEMA?

VXUS has a lower expense ratio. JEMA led over 1Y and 3Y, VXUS over 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.