JIVE vs VTI
JPMorgan International Value ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. JIVE delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | JIVE | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.03% | |
| AUM | $3.9B | $666.9B | |
| Dividend Yield | 0.99% | 1.07% | |
| Holdings | 387 | 3,543 | |
| YTD Return | +20.59% | +12.23% | |
| 1Y Return | +38.18% | +20.11% | |
| 3Y Return (annualized) | +29.15% | +20.52% | |
| 5Y Return (annualized) | +29.15% | +11.49% | |
| Volatility (annualized) | 279.5% | 15.3% | |
| Max Drawdown | -89.1% | -56.6% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 13, 2023 | May 24, 2001 |
JIVE vs VTI Performance
JPMorgan International Value ETF (JIVE) is a ETF from J.P. Morgan Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JIVE returned +38.18% while VTI returned +20.11%. Year to date, JIVE is up 20.59% versus a gain of 12.23% for VTI.
Over three years, JIVE compounded at +29.15% per year against +20.52% for VTI; over five years the annualized figures are +29.15% and +11.49% respectively. Across the full 15-year window we track, JIVE has the edge at +14.02% annualized vs +8.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JIVE has been the more volatile fund, with annualized monthly volatility of 279.5% 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 0.99% against 1.07% for VTI.
Holdings Overlap
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 +38.18% vs +20.11% for VTI, so JIVE leads on 1-year performance. Over the longest common window we track (15 years), JIVE annualized +14.02% vs +8.04% for VTI. Past performance does not guarantee future results.
Which is riskier, JIVE or VTI?
JIVE has been the more volatile fund at 279.5% 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 2 common holdings with a 0.0% weight overlap. Combined, they hold 3141 unique securities.
Which pays a higher dividend, JIVE or VTI?
JIVE yields 0.99% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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