JEMB vs VTI

JEMB vs VTI

Which is better, JEMB or VTI?

Emerging Markets Bond against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window.

Lower Fees: VTIHigher Returns: VTI

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

MetricJEMBVTI
Expense Ratio0.52%0.03%Best
AUM$476M$666.9B
Dividend Yield6.83%1.03%
Holdings3433,543
YTD Return+2.63%+12.34%Best
1Y Return+6.10%+18.37%Best
3Y Return (annualized)-+20.62%
5Y Return (annualized)-+11.68%
Volatility (annualized)5.6%Best12.7%
Max Drawdown-5.4%Best-19.3%
$10,000 over 2.1 years$11,952$14,443Best
Fund FamilyJanus Henderson InvestorsVanguard (US)
CategoryFixed IncomeEquity
StyleEmerging Markets BondLarge Cap Blend
InceptionAug 13, 2024May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Aug 14, 2024 to Sep 9, 2026 (2.1 years).

JEMB vs VTI 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 2.1 years both funds cover.

JEMB vs VTI Performance

Janus Henderson Emerging Markets Debt Hard Currency ETF (JEMB) is an ETF from Janus Henderson Investors and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year JEMB returned +6.10% while VTI returned +18.37%. Year to date, JEMB is up 2.63% versus a gain of 12.34% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 5.6% for JEMB. 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 -5.4% for JEMB and -19.3% 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JEMB charges 0.52% per year while VTI charges 0.03%. On a $10,000 position that is $52 vs $3 annually, a gap of $49 per year that compounds over a long holding period. On income, JEMB currently yields 6.83% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 96 holdings in JEMB and 2,787 in VTI, totalling 27.9% and 92.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 96 positions we hold weights for in JEMB and 2,787 in VTI, against full books of 343 and 3,543.

You are not choosing between two funds in isolation.

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

JEMBVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JEMB or VTI?

JEMB has an expense ratio of 0.52% while VTI charges 0.03%. VTI is the cheaper option, by $49 a year on a $10,000 investment.

Which performed better, JEMB or VTI?

Over the past year JEMB returned +6.10% vs +18.37% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), JEMB annualized +8.86% vs +19.13% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JEMB or VTI?

VTI has been the more volatile fund at 12.7% annualized versus 5.6% for JEMB. Worst drawdown: JEMB -5.4% vs VTI -19.3%.

Should I hold both JEMB and VTI?

JEMB and VTI have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, JEMB or VTI?

JEMB yields 6.83% while VTI yields 1.03%, so JEMB currently pays the higher dividend yield.

Is VTI better than JEMB?

VTI has a lower expense ratio. VTI 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.