JMST vs VXUS

Quick Verdict

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

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricJMSTVXUSWinner
Expense Ratio0.18%0.05%
AUM$7.1B$156.5B
Dividend Yield2.96%2.60%
Holdings1,7278,747
YTD Return+1.20%+14.57%
1Y Return+2.32%+27.82%
3Y Return (annualized)+3.24%+19.27%
5Y Return (annualized)+2.30%+9.28%
Volatility (annualized)0.8%15.1%
Max Drawdown-2.4%-39.9%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionOct 16, 2018Jan 26, 2011

JMST vs VXUS Performance

JPMorgan Ultra-Short Municipal Income ETF (JMST) 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 JMST returned +2.32% while VXUS returned +27.82%. Year to date, JMST is up 1.20% versus a gain of 14.57% for VXUS.

Over three years, JMST compounded at +3.24% per year against +19.27% for VXUS; over five years the annualized figures are +2.30% and +9.28% respectively. Across the full 8-year window we track, VXUS has the edge at +4.86% annualized vs +1.75%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 0.8% for JMST. 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 -2.4% for JMST 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JMST charges 0.18% per year while VXUS charges 0.05%. On a $10,000 position that is $18 vs $5 annually, a gap of $13 per year that compounds over a long holding period. On income, JMST currently yields 2.96% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

JMST and VXUS share 0 holdings out of 8104 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, JMST or VXUS?

JMST has an expense ratio of 0.18% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $13 per year of difference.

Which performed better, JMST or VXUS?

Over the past year JMST returned +2.32% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (8 years), JMST annualized +1.75% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, JMST or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 0.8% for JMST. Worst drawdown: JMST -2.4% vs VXUS -39.9%.

Should I hold both JMST and VXUS?

JMST and VXUS have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JMST and VXUS?

JMST and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 8104 unique securities.

Which pays a higher dividend, JMST or VXUS?

JMST yields 2.96% while VXUS yields 2.60%, so JMST currently pays the higher dividend yield.

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