JIVE vs VXUS

Quick Verdict

VXUS has a lower expense ratio. JIVE delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: JIVEMore Diversified: VXUS

Side-by-Side Comparison

MetricJIVEVXUSWinner
Expense Ratio0.55%0.05%
AUM$3.4B$156.5B
Dividend Yield1.57%2.60%
Holdings3658,747
YTD Return+19.17%+14.07%
1Y Return+38.35%+27.24%
3Y Return (annualized)+29.31%+19.27%
5Y Return (annualized)+29.31%+9.14%
Volatility (annualized)280.8%15.1%
Max Drawdown-89.1%-39.9%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionSep 13, 2023Jan 26, 2011

JIVE vs VXUS Performance

JPMorgan International Value ETF (JIVE) 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 JIVE returned +38.35% while VXUS returned +27.24%. Year to date, JIVE is up 19.17% versus a gain of 14.07% for VXUS.

Over three years, JIVE compounded at +29.31% per year against +19.27% for VXUS; over five years the annualized figures are +29.31% and +9.14% respectively. Across the full 15-year window we track, JIVE has the edge at +13.98% annualized vs +4.83%. 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 15.1% 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 -89.1% for JIVE 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 -0.07. They move independently enough that combining them can meaningfully diversify a portfolio.

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 1.57% against 2.60% for VXUS.

Holdings Overlap

13.4%overlap

JIVE and VXUS share 226 holdings out of 7971 unique holdings combined, representing a 13.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JIVEWeight in VXUSDifference
2330:TW1.43%3.41%1.98%
HSBA:LN1.68%0.72%0.96%
NESN:SM1.56%0.62%0.94%
SHEL:LNProProPro
RY:CAProProPro
8306:JPProProPro
RIO:LNProProPro
BBVA:MAProProPro
8316:JPProProPro
SAN:MAProProPro
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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. On a $10,000 investment, that is $50 per year of difference.

Which performed better, JIVE or VXUS?

Over the past year JIVE returned +38.35% vs +27.24% for VXUS, so JIVE leads on 1-year performance. Over the longest common window we track (15 years), JIVE annualized +13.98% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, JIVE or VXUS?

JIVE has been the more volatile fund at 280.8% annualized versus 15.1% 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 combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JIVE and VXUS?

JIVE and VXUS share 226 common holdings with a 13.4% weight overlap. Combined, they hold 7971 unique securities.

Which pays a higher dividend, JIVE or VXUS?

JIVE yields 1.57% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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