JGRO vs VXUS

JGRO vs VXUS

Which is better, JGRO or VXUS?

Large Cap Growth against Large Cap Blend.

VXUS has a lower expense ratio. JGRO led over 3Y and the full window, VXUS over 1Y.

Lower Fees: VXUSHigher Returns: split

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

MetricJGROVXUS
Expense Ratio0.44%0.05%Best
AUM$9.8B$158.1B
Dividend Yield0.15%2.51%
Holdings1328,747
YTD Return+5.10%+14.94%Best
1Y Return+3.15%+21.99%Best
3Y Return (annualized)+21.92%Best+20.89%
5Y Return (annualized)-+9.48%
Volatility (annualized)17.0%14.7%Best
Max Drawdown-22.7%-16.2%Best
$10,000 over 4.1 years$19,752Best$18,638
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionAug 8, 2022Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Aug 9, 2022 to Sep 22, 2026 (4.1 years).

JGRO 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 4.1 years both funds cover.

JGRO vs VXUS Performance

JPMorgan Active Growth ETF (JGRO) 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 JGRO returned +3.15% while VXUS returned +21.99%. Year to date, JGRO is up 5.10% versus a gain of 14.94% for VXUS.

Over three years, JGRO compounded at +21.92% per year against +20.89% for VXUS. Across the full 4-year window we track, JGRO has the edge at +18.06% annualized vs +16.40%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JGRO has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 14.7% for VXUS. 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 -22.7% for JGRO and -16.2% 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 0.60. They move together some of the time, and apart the rest.

Fees and Cost Over Time

JGRO charges 0.44% per year while VXUS charges 0.05%. On a $10,000 position that is $44 vs $5 annually, a gap of $39 per year that compounds over a long holding period. On income, JGRO currently yields 0.15% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 132 holdings in JGRO and 8,082 in VXUS, totalling 100.0% and 88.8% 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 132 positions we hold weights for in JGRO and 8,082 in VXUS, against full books of 132 and 8,747.

You are not choosing between two funds in isolation.

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

JGROVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JGRO or VXUS?

JGRO has an expense ratio of 0.44% while VXUS charges 0.05%. VXUS is the cheaper option, by $39 a year on a $10,000 investment.

Which performed better, JGRO or VXUS?

Over the past year JGRO returned +3.15% vs +21.99% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), JGRO annualized +18.06% vs +16.40% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JGRO or VXUS?

JGRO has been the more volatile fund at 17.0% annualized versus 14.7% for VXUS. Worst drawdown: JGRO -22.7% vs VXUS -16.2%.

Should I hold both JGRO and VXUS?

JGRO and VXUS have a monthly-return correlation of 0.60, 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, JGRO or VXUS?

JGRO yields 0.15% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than JGRO?

VXUS has a lower expense ratio. JGRO led over 3Y and the full window, VXUS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.