JGLO vs VTI
JPMorgan Global Select Equity ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | JGLO | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.03% | |
| AUM | $6.8B | $666.9B | |
| Dividend Yield | 1.13% | 1.07% | |
| Holdings | 93 | 3,543 | |
| YTD Return | +9.51% | +14.82% | |
| 1Y Return | +13.19% | +22.43% | |
| 3Y Return (annualized) | +17.17% | +21.93% | |
| 5Y Return (annualized) | - | +12.34% | |
| Volatility (annualized) | 11.1% | 15.4% | |
| Max Drawdown | -16.1% | -56.6% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 13, 2023 | May 24, 2001 |
JGLO vs VTI Performance
JPMorgan Global Select Equity ETF (JGLO) 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 JGLO returned +13.19% while VTI returned +22.43%. Year to date, JGLO is up 9.51% versus a gain of 14.82% for VTI.
Over three years, JGLO compounded at +17.17% per year against +21.93% for VTI. Across the full 3-year window we track, JGLO has the edge at +17.17% annualized vs +8.16%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 11.1% for JGLO. 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 -16.1% for JGLO and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JGLO charges 0.47% per year while VTI charges 0.03%. On a $10,000 position that is $47 vs $3 annually, a gap of $44 per year that compounds over a long holding period. On income, JGLO currently yields 1.13% against 1.07% for VTI.
Holdings Overlap
JGLO and VTI share 45 holdings out of 2819 unique holdings combined, representing a 32.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JGLO or VTI?
JGLO has an expense ratio of 0.47% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, JGLO or VTI?
Over the past year JGLO returned +13.19% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), JGLO annualized +17.17% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, JGLO or VTI?
VTI has been the more volatile fund at 15.4% annualized versus 11.1% for JGLO. Worst drawdown: JGLO -16.1% vs VTI -56.6%.
Should I hold both JGLO and VTI?
JGLO and VTI have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between JGLO and VTI?
JGLO and VTI share 45 common holdings with a 32.7% weight overlap. Combined, they hold 2819 unique securities.
Which pays a higher dividend, JGLO or VTI?
JGLO yields 1.13% while VTI yields 1.07%, so JGLO currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.