JIII vs VTI

JIII vs VTI

Which is better, JIII or VTI?

Investment Grade Bond against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window.

Lower Fees: VTIHigher Returns: VTI

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

MetricJIIIVTI
Expense Ratio0.54%0.03%Best
AUM$171M$666.9B
Dividend Yield7.87%1.03%
Holdings5963,543
YTD Return-0.11%+12.08%Best
1Y Return+1.55%+16.31%Best
3Y Return (annualized)-+20.83%
5Y Return (annualized)-+11.89%
Volatility (annualized)2.9%Best12.9%
Max Drawdown-3.5%Best-19.3%
$10,000 over 1.8 years$10,860$12,858Best
Fund FamilyJanus Henderson InvestorsVanguard (US)
CategoryFixed IncomeEquity
StyleInvestment Grade BondLarge Cap Blend
InceptionNov 12, 2024May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Nov 13, 2024 to Sep 14, 2026 (1.8 years).

JIII 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 1.8 years both funds cover.

JIII vs VTI Performance

Janus Henderson Income ETF (JIII) is an ETF from Janus Henderson Investors and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year JIII returned +1.55% while VTI returned +16.31%. Year to date, JIII is down 0.11% versus a gain of 12.08% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 2.9% for JIII. 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 -3.5% for JIII and -19.3% 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 0.59. They move together some of the time, and apart the rest.

Fees and Cost Over Time

JIII charges 0.54% per year while VTI charges 0.03%. On a $10,000 position that is $54 vs $3 annually, a gap of $51 per year that compounds over a long holding period. On income, JIII currently yields 7.87% against 1.03% for VTI.

Holdings Overlap

VTI already in JIII0.5%

At least 0.5% of VTI's money is in holdings JIII also owns.

Stated as a floor: for JIII, our book for it covers 53.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

7 positions in common, counted across the 132 positions we hold weights for in JIII and 3,463 in VTI, against full books of 596 and 3,543.

Top Shared Holdings

StockWeight in JIIIWeight in VTIDifference
GMGeneral Motors Financial Co Inc0.27%0.11%0.16%
SNDKSandisk Corporation0.07%0.25%0.18%
CNPCenterPoint Energy Inc 5.95 04/01/20560.22%0.04%0.18%
CRWVCoreweave, Inc.0.09%0.04%0.05%
TLNTalen Energy Corp0.09%0.02%0.07%
CHDNChurchill Downs Inc0.09%0.01%0.08%
WULFTerawulf Inc0.08%0.01%0.07%

You are not choosing between two funds in isolation.

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

JIIIVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JIII or VTI?

JIII has an expense ratio of 0.54% while VTI charges 0.03%. VTI is the cheaper option, by $51 a year on a $10,000 investment.

Which performed better, JIII or VTI?

Over the past year JIII returned +1.55% vs +16.31% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), JIII annualized +4.69% vs +14.99% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JIII or VTI?

VTI has been the more volatile fund at 12.9% annualized versus 2.9% for JIII. Worst drawdown: JIII -3.5% vs VTI -19.3%.

Should I hold both JIII and VTI?

JIII and VTI have a monthly-return correlation of 0.59, 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, JIII or VTI?

JIII yields 7.87% while VTI yields 1.03%, so JIII currently pays the higher dividend yield.

Is VTI better than JIII?

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