JPFP vs VTI

JPFP vs VTI

Which is better, JPFP or VTI?

Managed Futures against Large Cap Blend.

VTI has a lower expense ratio.

Lower Fees: VTI

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

MetricJPFPVTI
Expense Ratio0.59%0.03%Best
AUM$33M$666.9B
Dividend Yield0.00%1.03%
Holdings5973,543
YTD Return+6.27%+13.60%Best
1Y Return-+18.17%
3Y Return (annualized)-+23.04%
5Y Return (annualized)-+12.14%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryAlternativeEquity
StyleManaged FuturesLarge Cap Blend
InceptionMay 27, 2026May 24, 2001

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

JPFP vs VTI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

JPFP vs VTI Performance

JPMorgan Managed Futures Plus ETF (JPFP) is an ETF from J.P. Morgan Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Year to date, JPFP is up 6.27% versus a gain of 13.60% for VTI.

Past performance does not guarantee future results.

Fees and Cost Over Time

JPFP charges 0.59% per year while VTI charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, JPFP currently yields 0.00% against 1.03% for VTI.

Holdings Overlap

VTI already in JPFP69.4%

At least 69.4% of VTI's money is in holdings JPFP also owns.

Stated as a floor: for JPFP, our book for it covers 66.9% 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.

343 positions in common, counted across the 403 positions we hold weights for in JPFP and 3,463 in VTI, against full books of 597 and 3,543.

Top Shared Holdings

StockWeight in JPFPWeight in VTIDifference
NVDANvidia Corp4.84%6.40%1.56%
AAPLApple, Inc4.10%6.29%2.19%
MSFTMicrosoft Corp3.31%4.79%1.48%
GOOGLAlphabet Inc,class A2.72%2.90%0.18%
GOOGAlphabet Inc2.19%2.31%0.12%
AVGOBroadcom Inc1.81%2.56%0.75%
METAMeta Platforms Inc1.70%1.70%0.00%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity1.21%1.28%0.07%
MUMicron Technology, Inc.0.88%1.29%0.41%
LLYEli Lilly & Co.0.58%1.35%0.77%

69.4% of VTI is already inside JPFP.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

JPFPVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JPFP or VTI?

JPFP has an expense ratio of 0.59% while VTI charges 0.03%. VTI is the cheaper option, by $56 a year on a $10,000 investment.

What is the holdings overlap between JPFP and VTI?

At least 69.4% of VTI's money is in holdings JPFP also owns. Our book for JPFP is partial, so the real figure is this or higher. They hold 343 positions in common, counted across the 403 positions we hold weights for in JPFP and 3,463 in VTI.

Which pays a higher dividend, JPFP or VTI?

JPFP yields 0.00% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than JPFP?

VTI has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.