JFLX vs VTI

JFLX vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricJFLXVTIWinner
Expense Ratio0.45%0.03%
AUM$1.5B$666.9B
Dividend Yield3.64%1.07%
Holdings1,5793,543
YTD Return+1.92%+13.14%
1Y Return+3.30%+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)-15.3%
Max Drawdown-2.4%-56.6%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionSep 26, 2025May 24, 2001

JFLX vs VTI Performance

JPMorgan Flexible Debt ETF (JFLX) is a ETF from J.P. Morgan Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JFLX returned +3.30% while VTI returned +22.35%. Year to date, JFLX is up 1.92% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.4% for JFLX and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

JFLX charges 0.45% per year while VTI charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, JFLX currently yields 3.64% against 1.07% for VTI.

Holdings Overlap

0.1%overlap

JFLX and VTI share 4 holdings out of 3573 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JFLXWeight in VTIDifference
C0.05%0.32%0.27%
TKO0.02%0.02%0.00%
THC0.00%0.02%0.02%
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Frequently Asked Questions

Which is cheaper, JFLX or VTI?

JFLX has an expense ratio of 0.45% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, JFLX or VTI?

Over the past year JFLX returned +3.30% vs +22.35% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between JFLX and VTI?

JFLX and VTI share 4 common holdings with a 0.1% weight overlap. Combined, they hold 3573 unique securities.

Which pays a higher dividend, JFLX or VTI?

JFLX yields 3.64% while VTI yields 1.07%, so JFLX currently pays the higher dividend yield.

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