JGH vs VTI
Nuveen Global High Income Fund vs Vanguard Morningstar Total Stock Market ETF
Which is better, JGH or VTI?
High Yield Bond against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y 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 | JGH | VTI |
|---|---|---|
| Expense Ratio | 3.73% | 0.03%Best |
| AUM | - | $666.9B |
| Dividend Yield | 9.13% | 1.03% |
| Holdings | 386 | 3,543 |
| YTD Return | +1.42% | +12.30%Best |
| 1Y Return | -3.21% | +16.08%Best |
| 3Y Return (annualized) | +11.41% | +21.01%Best |
| 5Y Return (annualized) | +4.32% | +12.36%Best |
| Volatility (annualized) | 16.1% | 15.4%Best |
| Max Drawdown | -48.9% | -35.0%Best |
| $10,000 over 5 years | $12,355 | $17,908Best |
| Fund Family | Nuveen | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | High Yield Bond | Large Cap Blend |
| Inception | Nov 24, 2014 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 24, 2014 to Sep 18, 2026 (11.8 years).
JGH 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 11.8 years both funds cover.
JGH vs VTI Performance
Nuveen Global High Income Fund (JGH) is an ETF from Nuveen and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year JGH returned -3.21% while VTI returned +16.08%. Year to date, JGH is up 1.42% versus a gain of 12.30% for VTI.
Over three years, JGH compounded at +11.41% per year against +21.01% for VTI; over five years the annualized figures are +4.32% and +12.36% respectively. Across the full 12-year window we track, VTI has the edge at +11.95% annualized vs +1.06%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JGH has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 15.4% for VTI. 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 -48.9% for JGH and -35.0% 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JGH charges 3.73% per year while VTI charges 0.03%. On a $10,000 position that is $373 vs $3 annually, a gap of $370 per year that compounds over a long holding period. On income, JGH currently yields 9.13% against 1.03% for VTI.
You are not choosing between two funds in isolation.
Whichever of JGH and VTI 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, JGH or VTI?
JGH has an expense ratio of 3.73% while VTI charges 0.03%. VTI is the cheaper option, by $370 a year on a $10,000 investment.
Which performed better, JGH or VTI?
Over the past year JGH returned -3.21% vs +16.08% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (12 years), JGH annualized +1.06% vs +11.95% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JGH or VTI?
JGH has been the more volatile fund at 16.1% annualized versus 15.4% for VTI. Worst drawdown: JGH -48.9% vs VTI -35.0%.
Should I hold both JGH and VTI?
JGH and VTI have a monthly-return correlation of 0.78, 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, JGH or VTI?
JGH yields 9.13% while VTI yields 1.03%, so JGH currently pays the higher dividend yield.
Is VTI better than JGH?
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.