JMID vs VXUS

JMID vs VXUS

Which is better, JMID or VXUS?

Mid Cap Growth against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricJMIDVXUS
Expense Ratio0.30%0.05%Best
AUM$22M$158.1B
Dividend Yield0.56%2.51%
Holdings948,747
YTD Return+7.82%+13.44%Best
1Y Return+6.28%+21.98%Best
3Y Return (annualized)-+20.89%
5Y Return (annualized)-+9.16%
Volatility (annualized)17.5%12.1%Best
Max Drawdown-25.4%-13.6%Best
$10,000 over 2 years$12,787$14,602Best
Fund FamilyJanus Henderson InvestorsVanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionSep 17, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 18, 2024 to Sep 25, 2026 (2 years).

JMID 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 2 years both funds cover.

JMID vs VXUS Performance

Janus Henderson Mid Cap Growth Alpha ETF (JMID) is an ETF from Janus Henderson Investors and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year JMID returned +6.28% while VXUS returned +21.98%. Year to date, JMID is up 7.82% versus a gain of 13.44% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JMID has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 12.1% 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 -25.4% for JMID and -13.6% 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 0.48. They move together some of the time, and apart the rest.

Fees and Cost Over Time

JMID charges 0.30% per year while VXUS charges 0.05%. On a $10,000 position that is $30 vs $5 annually, a gap of $25 per year that compounds over a long holding period. On income, JMID currently yields 0.56% against 2.51% for VXUS.

Holdings Overlap

JMID already in VXUS1.4%

At least 1.4% of JMID'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.

JMID and VXUS share little of their money.

1 positions in common, counted across the 93 positions we hold weights for in JMID and 8,082 in VXUS, against full books of 94 and 8,747.

Top Shared Holdings

StockWeight in JMIDWeight in VXUSDifference
ANGJ:ZAAnglogold Ashanti Plc1.40%0.08%1.32%

You are not choosing between two funds in isolation.

Whichever of JMID and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JMIDVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JMID or VXUS?

JMID has an expense ratio of 0.30% while VXUS charges 0.05%. VXUS is the cheaper option, by $25 a year on a $10,000 investment.

Which performed better, JMID or VXUS?

Over the past year JMID returned +6.28% vs +21.98% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), JMID annualized +13.08% vs +20.84% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JMID or VXUS?

JMID has been the more volatile fund at 17.5% annualized versus 12.1% for VXUS. Worst drawdown: JMID -25.4% vs VXUS -13.6%.

Should I hold both JMID and VXUS?

JMID and VXUS have a monthly-return correlation of 0.48, 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 JMID and VXUS?

At least 1.4% of JMID's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 93 positions we hold weights for in JMID and 8,082 in VXUS.

Which pays a higher dividend, JMID or VXUS?

JMID yields 0.56% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than JMID?

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