JEPQ vs VXUS
JPMorgan Nasdaq Equity Premium Income ETF vs Vanguard Total International Stock ETF
Which is better, JEPQ or VXUS?
Large Cap Growth against Large Cap Blend.
VXUS has a lower expense ratio. JEPQ led over the full window, VXUS over 1Y and 3Y.
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 | JEPQ | VXUS |
|---|---|---|
| Expense Ratio | 0.35% | 0.05%Best |
| AUM | $38.9B | $158.1B |
| Dividend Yield | 10.92% | 2.51% |
| Holdings | 111 | 8,747 |
| YTD Return | +11.49% | +14.48%Best |
| 1Y Return | +18.91% | +22.28%Best |
| 3Y Return (annualized) | +19.72% | +20.00%Best |
| 5Y Return (annualized) | - | +8.91% |
| Volatility (annualized) | 13.8%Best | 15.3% |
| Max Drawdown | -20.1% | -19.3%Best |
| $10,000 over 4.4 years | $19,148Best | $17,593 |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | May 3, 2022 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.4 years row, are measured over the window both funds cover: May 4, 2022 to Sep 11, 2026 (4.4 years).
JEPQ 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 4.4 years both funds cover.
JEPQ vs VXUS Performance
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) 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 JEPQ returned +18.91% while VXUS returned +22.28%. Year to date, JEPQ is up 11.49% versus a gain of 14.48% for VXUS.
Over three years, JEPQ compounded at +19.72% per year against +20.00% for VXUS. Across the full 4-year window we track, JEPQ has the edge at +15.91% annualized vs +13.70%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.8% for JEPQ. 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 -20.1% for JEPQ and -19.3% 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 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JEPQ charges 0.35% per year while VXUS charges 0.05%. On a $10,000 position that is $35 vs $5 annually, a gap of $30 per year that compounds over a long holding period. On income, JEPQ currently yields 10.92% against 2.51% for VXUS.
Holdings Overlap
We hold position weights for 95 holdings in JEPQ and 8,091 in VXUS, totalling 82.7% and 87.7% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 4 positions appear in both.
4 positions in common, counted across the 95 positions we hold weights for in JEPQ and 8,091 in VXUS, against full books of 111 and 8,747.
You are not choosing between two funds in isolation.
Whichever of JEPQ 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, JEPQ or VXUS?
JEPQ has an expense ratio of 0.35% while VXUS charges 0.05%. VXUS is the cheaper option, by $30 a year on a $10,000 investment.
Which performed better, JEPQ or VXUS?
Over the past year JEPQ returned +18.91% vs +22.28% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), JEPQ annualized +15.91% vs +13.70% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JEPQ or VXUS?
VXUS has been the more volatile fund at 15.3% annualized versus 13.8% for JEPQ. Worst drawdown: JEPQ -20.1% vs VXUS -19.3%.
Should I hold both JEPQ and VXUS?
JEPQ and VXUS have a monthly-return correlation of 0.69, 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, JEPQ or VXUS?
JEPQ yields 10.92% while VXUS yields 2.51%, so JEPQ currently pays the higher dividend yield.
Is VXUS better than JEPQ?
VXUS has a lower expense ratio. JEPQ led over the full window, VXUS over 1Y and 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.