JIVE vs VTI

Quick Verdict

VTI has a lower expense ratio. JIVE delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: JIVEMore Diversified: VTI

Side-by-Side Comparison

MetricJIVEVTIWinner
Expense Ratio0.55%0.03%
AUM$3.4B$663.5B
Dividend Yield1.57%1.07%
Holdings3653,543
YTD Return+19.24%+13.87%
1Y Return+38.43%+23.31%
3Y Return (annualized)+29.30%+21.17%
5Y Return (annualized)+29.30%+12.23%
Volatility (annualized)280.8%15.3%
Max Drawdown-89.1%-56.6%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionSep 13, 2023May 24, 2001

JIVE vs VTI Performance

JPMorgan International Value ETF (JIVE) is a ETF from J.P. Morgan Asset Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JIVE returned +38.43% while VTI returned +23.31%. Year to date, JIVE is up 19.24% versus a gain of 13.87% for VTI.

Over three years, JIVE compounded at +29.30% per year against +21.17% for VTI; over five years the annualized figures are +29.30% and +12.23% respectively. Across the full 15-year window we track, JIVE has the edge at +13.99% annualized vs +8.13%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JIVE has been the more volatile fund, with annualized monthly volatility of 280.8% compared with 15.3% 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 -89.1% for JIVE 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 -0.14. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JIVE 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, JIVE currently yields 1.57% against 1.07% for VTI.

Holdings Overlap

0.1%overlap

JIVE and VTI share 5 holdings out of 3114 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JIVEWeight in VTIDifference
DTEG.N:BE0.66%0.04%0.62%
IP0.12%0.03%0.09%
FR0.13%0.01%0.12%
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Frequently Asked Questions

Which is cheaper, JIVE or VTI?

JIVE has an expense ratio of 0.55% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

Which performed better, JIVE or VTI?

Over the past year JIVE returned +38.43% vs +23.31% for VTI, so JIVE leads on 1-year performance. Over the longest common window we track (15 years), JIVE annualized +13.99% vs +8.13% for VTI. Past performance does not guarantee future results.

Which is riskier, JIVE or VTI?

JIVE has been the more volatile fund at 280.8% annualized versus 15.3% for VTI. Worst drawdown: JIVE -89.1% vs VTI -56.6%.

Should I hold both JIVE and VTI?

JIVE and VTI have a monthly-return correlation of -0.14, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JIVE and VTI?

JIVE and VTI share 5 common holdings with a 0.1% weight overlap. Combined, they hold 3114 unique securities.

Which pays a higher dividend, JIVE or VTI?

JIVE yields 1.57% while VTI yields 1.07%, so JIVE currently pays the higher dividend yield.

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