JPEF vs VXUS
JPMorgan Equity Focus ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.
Side-by-Side Comparison
| Metric | JPEF | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.44% | 0.05% | |
| AUM | $2.1B | $158.1B | |
| Dividend Yield | 0.65% | 2.59% | |
| Holdings | 42 | 8,747 | |
| YTD Return | +11.05% | +15.44% | |
| 1Y Return | +15.67% | +26.36% | |
| 3Y Return (annualized) | +20.98% | +20.98% | |
| 5Y Return (annualized) | - | +9.68% | |
| Volatility (annualized) | 12.6% | 15.1% | |
| Max Drawdown | -18.1% | -39.9% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 10, 2023 | Jan 26, 2011 |
JPEF vs VXUS Performance
JPMorgan Equity Focus ETF (JPEF) 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 JPEF returned +15.67% while VXUS returned +26.36%. Year to date, JPEF is up 11.05% versus a gain of 15.44% for VXUS.
Over three years, JPEF compounded at +20.98% per year against +20.98% for VXUS. Across the full 3-year window we track, JPEF has the edge at +18.64% annualized vs +4.90%. 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 12.6% for JPEF. 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 -18.1% for JPEF 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JPEF charges 0.44% per year while VXUS charges 0.05%. On a $10,000 position that is $44 vs $5 annually, a gap of $39 per year that compounds over a long holding period. On income, JPEF currently yields 0.65% against 2.59% for VXUS.
Holdings Overlap
JPEF and VXUS share 1 holdings out of 7909 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in JPEF | Weight in VXUS | Difference |
|---|---|---|---|
| CP:CA | 2.02% | 0.18% | 1.84% |
Frequently Asked Questions
Which is cheaper, JPEF or VXUS?
JPEF has an expense ratio of 0.44% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
Which performed better, JPEF or VXUS?
Over the past year JPEF returned +15.67% vs +26.36% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), JPEF annualized +18.64% vs +4.90% for VXUS. Past performance does not guarantee future results.
Which is riskier, JPEF or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 12.6% for JPEF. Worst drawdown: JPEF -18.1% vs VXUS -39.9%.
Should I hold both JPEF and VXUS?
JPEF and VXUS have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPEF and VXUS?
JPEF and VXUS share 1 common holdings with a 0.2% weight overlap. Combined, they hold 7909 unique securities.
Which pays a higher dividend, JPEF or VXUS?
JPEF yields 0.65% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.
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