JIRE vs VXUS

JIRE vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricJIREVXUSWinner
Expense Ratio0.24%0.05%
AUM$11.4B$158.1B
Dividend Yield2.68%2.59%
Holdings2228,747
YTD Return+13.23%+15.22%
1Y Return+22.29%+26.86%
3Y Return (annualized)+18.77%+20.34%
5Y Return (annualized)-+9.38%
Volatility (annualized)15.2%15.1%
Max Drawdown-16.1%-39.9%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionJun 10, 2022Jan 26, 2011

JIRE vs VXUS Performance

JPMorgan International Research Enhanced Equity ETF (JIRE) is a ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year JIRE returned +22.29% while VXUS returned +26.86%. Year to date, JIRE is up 13.23% versus a gain of 15.22% for VXUS.

Over three years, JIRE compounded at +18.77% per year against +20.34% for VXUS. Across the full 4-year window we track, JIRE has the edge at +17.78% annualized vs +4.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JIRE has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 15.1% 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 -16.1% for JIRE and -39.9% for VXUS. 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

JIRE charges 0.24% per year while VXUS charges 0.05%. On a $10,000 position that is $24 vs $5 annually, a gap of $19 per year that compounds over a long holding period. On income, JIRE currently yields 2.68% against 2.59% for VXUS.

Holdings Overlap

16.7%overlap

JIRE and VXUS share 111 holdings out of 7958 unique holdings combined, representing a 16.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JIREWeight in VXUSDifference
AZN:LN1.72%0.71%1.01%
HSBA:LN1.51%0.72%0.79%
SHEL1.52%0.54%0.98%
NOVN:SMProProPro
NESN:SMProProPro
UCG:MIProProPro
SAF:PAProProPro
8035:JPProProPro
IBE:MAProProPro
BARC:LNProProPro
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Frequently Asked Questions

Which is cheaper, JIRE or VXUS?

JIRE has an expense ratio of 0.24% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $19 per year of difference.

Which performed better, JIRE or VXUS?

Over the past year JIRE returned +22.29% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), JIRE annualized +17.78% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, JIRE or VXUS?

JIRE has been the more volatile fund at 15.2% annualized versus 15.1% for VXUS. Worst drawdown: JIRE -16.1% vs VXUS -39.9%.

Should I hold both JIRE and VXUS?

JIRE and VXUS have a monthly-return correlation of 0.96, 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 JIRE and VXUS?

JIRE and VXUS share 111 common holdings with a 16.7% weight overlap. Combined, they hold 7958 unique securities.

Which pays a higher dividend, JIRE or VXUS?

JIRE yields 2.68% while VXUS yields 2.59%, so JIRE currently pays the higher dividend yield.

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