JIVE vs VXUS

JIVE vs VXUS

Which is better, JIVE or VXUS?

JIVE has been ahead.

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

Lower Fees: VXUSHigher Returns: JIVE

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

MetricJIVEVXUS
Expense Ratio0.55%0.05%Best
AUM$3.9B$158.1B
Dividend Yield0.97%2.51%
Holdings3878,747
YTD Return+20.99%Best+14.94%
1Y Return+34.07%Best+21.99%
3Y Return (annualized)+29.21%Best+20.89%
5Y Return (annualized)+28.66%Best+9.48%
Volatility (annualized)279.5%14.5%Best
Max Drawdown-89.1%-39.9%Best
$10,000 over 5 years$35,255Best$15,728
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 13, 2023Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 13, 2011 to Sep 22, 2026 (14.8 years).

JIVE vs VXUS 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 14.8 years both funds cover.

JIVE vs VXUS Performance

JPMorgan International Value ETF (JIVE) is an ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year JIVE returned +34.07% while VXUS returned +21.99%. Year to date, JIVE is up 20.99% versus a gain of 14.94% for VXUS.

Over three years, JIVE compounded at +29.21% per year against +20.89% for VXUS; over five years the annualized figures are +28.66% and +9.48% respectively. Across the full 15-year window we track, JIVE has the edge at +13.98% annualized vs +6.43%.

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 14.5% 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 -89.1% for JIVE and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.07. They move largely independently of each other.

Fees and Cost Over Time

JIVE charges 0.55% per year while VXUS charges 0.05%. On a $10,000 position that is $55 vs $5 annually, a gap of $50 per year that compounds over a long holding period. On income, JIVE currently yields 0.97% against 2.51% for VXUS.

Holdings Overlap

JIVE already in VXUS61.7%

At least 61.7% of JIVE's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

213 positions in common, counted across the 340 positions we hold weights for in JIVE and 8,082 in VXUS, against full books of 387 and 8,747.

Top Shared Holdings

StockWeight in JIVEWeight in VXUSDifference
HSBA:LNHsbc Securities Inc1.88%0.82%1.06%
NESN:SMNestlã S.A., Registered Shares1.51%0.58%0.93%
SHELShell Plc1.49%0.57%0.92%
ROP:SMRoche Ps Par Ag1.32%0.69%0.63%
8306:JPMitsubishi Ufj Financial Group, Inc.1.36%0.54%0.82%
NOVN:SMNovartis Ag – Class N1.13%0.65%0.48%
RY:CARoyal Bank Of Canada1.04%0.66%0.38%
RD:CAThe Toronto-Dominion Bank1.08%0.45%0.63%
BBVA:MABanco Bilbao Vizcaya Argentaria S.A. Reg Shs0.92%0.35%0.57%
8316:JPSumitomo Mitsui Financial Group Inc. Shs0.87%0.35%0.52%

61.7% of JIVE is already inside VXUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

JIVEVXUS

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Frequently Asked Questions

Which is cheaper, JIVE or VXUS?

JIVE has an expense ratio of 0.55% while VXUS charges 0.05%. VXUS is the cheaper option, by $50 a year on a $10,000 investment.

Which performed better, JIVE or VXUS?

Over the past year JIVE returned +34.07% vs +21.99% for VXUS, so JIVE leads on 1-year performance. Over the longest common window we track (15 years), JIVE annualized +13.98% vs +6.43% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JIVE or VXUS?

JIVE has been the more volatile fund at 279.5% annualized versus 14.5% for VXUS. Worst drawdown: JIVE -89.1% vs VXUS -39.9%.

Should I hold both JIVE and VXUS?

JIVE and VXUS have a monthly-return correlation of -0.07, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between JIVE and VXUS?

At least 61.7% of JIVE's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 213 positions in common, counted across the 340 positions we hold weights for in JIVE and 8,082 in VXUS.

Which pays a higher dividend, JIVE or VXUS?

JIVE yields 0.97% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than JIVE?

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