JOJO vs VXUS

JOJO vs VXUS

Which is better, JOJO or VXUS?

Long Term High Quality against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y 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

MetricJOJOVXUS
Expense Ratio1.24%0.05%Best
AUM$5M$158.1B
Dividend Yield5.19%2.51%
Holdings48,747
YTD Return-0.97%+14.49%Best
1Y Return+1.35%+21.52%Best
3Y Return (annualized)+6.34%+20.55%Best
5Y Return (annualized)-1.48%+9.57%Best
Volatility (annualized)10.9%Best15.0%
Max Drawdown-28.3%Best-29.4%
$10,000 over 5 years$9,282$15,793Best
Fund FamilyATAC Tactical Fund FamilyVanguard (US)
CategoryFixed IncomeEquity
StyleLong Term High QualityLarge Cap Blend
InceptionJul 15, 2021Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jul 16, 2021 to Sep 21, 2026 (5.2 years).

JOJO 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 5.2 years both funds cover.

JOJO vs VXUS Performance

ATAC Credit Rotation ETF (JOJO) is an ETF from ATAC Tactical Fund Family and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year JOJO returned +1.35% while VXUS returned +21.52%. Year to date, JOJO is down 0.97% versus a gain of 14.49% for VXUS.

Over three years, JOJO compounded at +6.34% per year against +20.55% for VXUS; over five years the annualized figures are -1.48% and +9.57% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 10.9% for JOJO. 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 -28.3% for JOJO and -29.4% 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JOJO charges 1.24% per year while VXUS charges 0.05%. On a $10,000 position that is $124 vs $5 annually, a gap of $119 per year that compounds over a long holding period. On income, JOJO currently yields 5.19% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 3 holdings in JOJO and 8,082 in VXUS, totalling 100.1% and 88.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 3 positions we hold weights for in JOJO and 8,082 in VXUS, against full books of 4 and 8,747.

You are not choosing between two funds in isolation.

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

JOJOVXUS

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Frequently Asked Questions

Which is cheaper, JOJO or VXUS?

JOJO has an expense ratio of 1.24% while VXUS charges 0.05%. VXUS is the cheaper option, by $119 a year on a $10,000 investment.

Which performed better, JOJO or VXUS?

Over the past year JOJO returned +1.35% vs +21.52% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JOJO or VXUS?

VXUS has been the more volatile fund at 15.0% annualized versus 10.9% for JOJO. Worst drawdown: JOJO -28.3% vs VXUS -29.4%.

Should I hold both JOJO and VXUS?

JOJO and VXUS have a monthly-return correlation of 0.74, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, JOJO or VXUS?

JOJO yields 5.19% while VXUS yields 2.51%, so JOJO currently pays the higher dividend yield.

Is VXUS better than JOJO?

VXUS has a lower expense ratio. VXUS 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.