JPEM vs VXUS
JPMorgan Diversified Return Emerging Markets Equity ETF vs Vanguard Total International Stock ETF
Which is better, JPEM or VXUS?
VXUS has been ahead.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.
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
| Metric | JPEM | VXUS |
|---|---|---|
| Expense Ratio | 0.44% | 0.05%Best |
| AUM | $399M | $158.1B |
| Dividend Yield | 4.27% | 2.51% |
| Holdings | 588 | 8,747 |
| YTD Return | +9.08% | +12.82%Best |
| 1Y Return | +15.14% | +19.86%Best |
| 3Y Return (annualized) | +13.68% | +19.33%Best |
| 5Y Return (annualized) | +7.46% | +9.46%Best |
| Volatility (annualized) | 15.0% | 14.9%Best |
| Max Drawdown | -43.8% | -39.9%Best |
| $10,000 over 5 years | $14,330 | $15,714Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 7, 2015 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jan 9, 2015 to Sep 18, 2026 (11.7 years).
JPEM 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 11.7 years both funds cover.
JPEM vs VXUS Performance
JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) is an ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year JPEM returned +15.14% while VXUS returned +19.86%. Year to date, JPEM is up 9.08% versus a gain of 12.82% for VXUS.
Over three years, JPEM compounded at +13.68% per year against +19.33% for VXUS; over five years the annualized figures are +7.46% and +9.46% respectively. Across the full 12-year window we track, VXUS has the edge at +6.66% annualized vs +4.37%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPEM has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 14.9% 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 -43.8% for JPEM and -39.9% 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JPEM 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, JPEM currently yields 4.27% against 2.51% for VXUS.
Holdings Overlap
At least 62.0% of JPEM'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.
The two portfolios partly overlap.
361 positions in common, counted across the 549 positions we hold weights for in JPEM and 8,082 in VXUS, against full books of 588 and 8,747.
Top Shared Holdings
| Stock | Weight in JPEM | Weight in VXUS | Difference |
|---|---|---|---|
| 2454:TWMediatek, Inc. | 0.92% | 0.35% | 0.57% |
| VALE3:BVVale Sa | 1.05% | 0.12% | 0.93% |
| 3988:HKBank Of China Ltd H Common Stock CNY1.0 | 0.95% | 0.11% | 0.84% |
| NPN:ZANaspers Ltd-N Shs Sedol Bn0Vx82 | 0.92% | 0.09% | 0.83% |
| ITUB4:BVItau Unibanco Banco Holding Sa | 0.91% | 0.10% | 0.81% |
| PETR4:BVPetroleo Brasileiro Sa:Pfd 0.000 | 0.82% | 0.09% | 0.73% |
| GMEXICOB:MXGrupo Mexico Sab De Cv | 0.83% | 0.08% | 0.75% |
| 2891:TWCtbc Financial Holding Co Ltd Ord Twd10 | 0.78% | 0.08% | 0.70% |
| 2059:TWKing Slide Works Co Ltd | 0.74% | 0.03% | 0.71% |
| 601398:SHIndustrial & Commercial Bank Of China Ltd | 0.60% | 0.17% | 0.43% |
62.0% of JPEM is already inside VXUS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JPEM or VXUS?
JPEM has an expense ratio of 0.44% while VXUS charges 0.05%. VXUS is the cheaper option, by $39 a year on a $10,000 investment.
Which performed better, JPEM or VXUS?
Over the past year JPEM returned +15.14% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (12 years), JPEM annualized +4.37% vs +6.66% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JPEM or VXUS?
JPEM has been the more volatile fund at 15.0% annualized versus 14.9% for VXUS. Worst drawdown: JPEM -43.8% vs VXUS -39.9%.
Should I hold both JPEM and VXUS?
JPEM and VXUS have a monthly-return correlation of 0.88, 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 JPEM and VXUS?
At least 62.0% of JPEM's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 361 positions in common, counted across the 549 positions we hold weights for in JPEM and 8,082 in VXUS.
Which pays a higher dividend, JPEM or VXUS?
JPEM yields 4.27% while VXUS yields 2.51%, so JPEM currently pays the higher dividend yield.
Is VXUS better than JPEM?
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.