JPIE vs VXUS
JPMorgan Income ETF vs Vanguard Total International Stock ETF
Which is better, JPIE or VXUS?
Diversified Sectoral Bond against Large Cap Blend.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y 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 | JPIE | VXUS |
|---|---|---|
| Expense Ratio | 0.39% | 0.05%Best |
| AUM | $10.6B | $158.1B |
| Dividend Yield | 5.65% | 2.51% |
| Holdings | 2,702 | 8,747 |
| YTD Return | +1.86% | +13.35%Best |
| 1Y Return | +3.31% | +22.44%Best |
| 3Y Return (annualized) | +6.67% | +19.44%Best |
| 5Y Return (annualized) | - | +8.82% |
| Volatility (annualized) | 4.2%Best | 15.2% |
| Max Drawdown | -10.0%Best | -28.9% |
| $10,000 over 4.9 years | $11,741 | $15,413Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Diversified Sectoral Bond | Large Cap Blend |
| Inception | Oct 28, 2021 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.9 years row, are measured over the window both funds cover: Nov 2, 2021 to Sep 10, 2026 (4.9 years).
JPIE 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 4.9 years both funds cover.
JPIE vs VXUS Performance
JPMorgan Income ETF (JPIE) 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 JPIE returned +3.31% while VXUS returned +22.44%. Year to date, JPIE is up 1.86% versus a gain of 13.35% for VXUS.
Over three years, JPIE compounded at +6.67% per year against +19.44% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 4.2% for JPIE. 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 -10.0% for JPIE and -28.9% 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JPIE charges 0.39% per year while VXUS charges 0.05%. On a $10,000 position that is $39 vs $5 annually, a gap of $34 per year that compounds over a long holding period. On income, JPIE currently yields 5.65% against 2.51% for VXUS.
Holdings Overlap
We hold position weights for 11 holdings in JPIE and 8,091 in VXUS, totalling 0.5% and 87.7% 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 11 positions we hold weights for in JPIE and 8,091 in VXUS, against full books of 2,702 and 8,747.
You are not choosing between two funds in isolation.
Whichever of JPIE and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JPIE or VXUS?
JPIE has an expense ratio of 0.39% while VXUS charges 0.05%. VXUS is the cheaper option, by $34 a year on a $10,000 investment.
Which performed better, JPIE or VXUS?
Over the past year JPIE returned +3.31% vs +22.44% 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, JPIE or VXUS?
VXUS has been the more volatile fund at 15.2% annualized versus 4.2% for JPIE. Worst drawdown: JPIE -10.0% vs VXUS -28.9%.
Should I hold both JPIE and VXUS?
JPIE and VXUS have a monthly-return correlation of 0.79, 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, JPIE or VXUS?
JPIE yields 5.65% while VXUS yields 2.51%, so JPIE currently pays the higher dividend yield.
Is VXUS better than JPIE?
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.