JPIN vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricJPINVXUSWinner
Expense Ratio0.37%0.05%
AUM$362M$156.5B
Dividend Yield3.75%2.60%
Holdings4778,747
YTD Return+12.89%+14.19%
1Y Return+22.59%+27.38%
3Y Return (annualized)+18.77%+19.53%
5Y Return (annualized)+8.87%+9.03%
Volatility (annualized)14.1%15.1%
Max Drawdown-40.3%-39.9%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionNov 5, 2014Jan 26, 2011

JPIN vs VXUS Performance

JPMorgan Diversified Return International Equity ETF (JPIN) 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 JPIN returned +22.59% while VXUS returned +27.38%. Year to date, JPIN is up 12.89% versus a gain of 14.19% for VXUS.

Over three years, JPIN compounded at +18.77% per year against +19.53% for VXUS; over five years the annualized figures are +8.87% and +9.03% respectively. Across the full 12-year window we track, JPIN has the edge at +5.84% annualized vs +4.83%. 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 14.1% for JPIN. 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 -40.3% for JPIN 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

JPIN charges 0.37% per year while VXUS charges 0.05%. On a $10,000 position that is $37 vs $5 annually, a gap of $32 per year that compounds over a long holding period. On income, JPIN currently yields 3.75% against 2.60% for VXUS.

Holdings Overlap

14.0%overlap

JPIN and VXUS share 309 holdings out of 8000 unique holdings combined, representing a 14.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JPINWeight in VXUSDifference
ASML:AS0.29%1.29%1.00%
000660:KR0.37%0.90%0.53%
HSBA:LN0.43%0.72%0.29%
NOVN:SMProProPro
AZN:LNProProPro
SHEL:LNProProPro
BATS:LNProProPro
RR:LNProProPro
IBE:MAProProPro
GSK:LNProProPro
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Frequently Asked Questions

Which is cheaper, JPIN or VXUS?

JPIN has an expense ratio of 0.37% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, JPIN or VXUS?

Over the past year JPIN returned +22.59% vs +27.38% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (12 years), JPIN annualized +5.84% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, JPIN or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 14.1% for JPIN. Worst drawdown: JPIN -40.3% vs VXUS -39.9%.

Should I hold both JPIN and VXUS?

JPIN and VXUS have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between JPIN and VXUS?

JPIN and VXUS share 309 common holdings with a 14.0% weight overlap. Combined, they hold 8000 unique securities.

Which pays a higher dividend, JPIN or VXUS?

JPIN yields 3.75% while VXUS yields 2.60%, so JPIN currently pays the higher dividend yield.

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