JIG vs VTI

JIG vs VTI

Which is better, JIG or VTI?

Mid Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. JIG led over 1Y, VTI over 3Y, 5Y and the full window.

Lower Fees: VTIHigher 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

MetricJIGVTI
Expense Ratio0.55%0.03%Best
AUM$522M$666.9B
Dividend Yield2.03%1.07%
Holdings1063,543
YTD Return+14.90%Best+13.59%
1Y Return+21.85%Best+20.00%
3Y Return (annualized)+17.13%+20.95%Best
5Y Return (annualized)+2.20%+11.81%Best
Volatility (annualized)17.7%15.6%Best
Max Drawdown-43.8%-25.4%Best
$10,000 over 5 years$11,149$17,474Best
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionMay 20, 2020May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 21, 2020 to Sep 4, 2026 (6.3 years).

JIG 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 6.3 years both funds cover.

JIG vs VTI Performance

JPMorgan International Growth ETF (JIG) is an ETF from J.P. Morgan Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year JIG returned +21.85% while VTI returned +20.00%. Year to date, JIG is up 14.90% versus a gain of 13.59% for VTI.

Over three years, JIG compounded at +17.13% per year against +20.95% for VTI; over five years the annualized figures are +2.20% and +11.81% respectively. Across the full 6-year window we track, VTI has the edge at +17.48% annualized vs +9.78%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JIG has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 15.6% 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 -43.8% for JIG and -25.4% 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JIG charges 0.55% per year while VTI charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, JIG currently yields 2.03% against 1.07% for VTI.

Holdings Overlap

We hold position weights for 87 holdings in JIG and 2,787 in VTI, totalling 99.5% and 92.3% 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 87 positions we hold weights for in JIG and 2,787 in VTI, against full books of 106 and 3,543.

You are not choosing between two funds in isolation.

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

JIGVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JIG or VTI?

JIG has an expense ratio of 0.55% while VTI charges 0.03%. VTI is the cheaper option, by $52 a year on a $10,000 investment.

Which performed better, JIG or VTI?

Over the past year JIG returned +21.85% vs +20.00% for VTI, so JIG leads on 1-year performance. Over the longest common window we track (6 years), JIG annualized +9.78% vs +17.48% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JIG or VTI?

JIG has been the more volatile fund at 17.7% annualized versus 15.6% for VTI. Worst drawdown: JIG -43.8% vs VTI -25.4%.

Should I hold both JIG and VTI?

JIG and VTI have a monthly-return correlation of 0.82, 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, JIG or VTI?

JIG yields 2.03% while VTI yields 1.07%, so JIG currently pays the higher dividend yield.

Is VTI better than JIG?

VTI has a lower expense ratio. JIG led over 1Y, VTI over 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.