JPSE vs VXUS
JPMorgan Diversified Return US Small Cap Equity 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 | JPSE | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.05% | |
| AUM | $612M | $158.1B | |
| Dividend Yield | 1.33% | 2.59% | |
| Holdings | 551 | 8,747 | |
| YTD Return | +19.47% | +15.52% | |
| 1Y Return | +22.76% | +26.73% | |
| 3Y Return (annualized) | +15.54% | +20.35% | |
| 5Y Return (annualized) | +7.94% | +9.40% | |
| Volatility (annualized) | 19.9% | 15.1% | |
| Max Drawdown | -43.2% | -39.9% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 15, 2016 | Jan 26, 2011 |
JPSE vs VXUS Performance
JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) 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 JPSE returned +22.76% while VXUS returned +26.73%. Year to date, JPSE is up 19.47% versus a gain of 15.52% for VXUS.
Over three years, JPSE compounded at +15.54% per year against +20.35% for VXUS; over five years the annualized figures are +7.94% and +9.40% respectively. Across the full 10-year window we track, JPSE has the edge at +10.22% annualized vs +4.90%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPSE has been the more volatile fund, with annualized monthly volatility of 19.9% compared with 15.1% 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 -43.2% for JPSE 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JPSE charges 0.29% per year while VXUS charges 0.05%. On a $10,000 position that is $29 vs $5 annually, a gap of $24 per year that compounds over a long holding period. On income, JPSE currently yields 1.33% against 2.59% for VXUS.
Holdings Overlap
JPSE and VXUS share 13 holdings out of 8400 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JPSE or VXUS?
JPSE has an expense ratio of 0.29% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $24 per year of difference.
Which performed better, JPSE or VXUS?
Over the past year JPSE returned +22.76% vs +26.73% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (10 years), JPSE annualized +10.22% vs +4.90% for VXUS. Past performance does not guarantee future results.
Which is riskier, JPSE or VXUS?
JPSE has been the more volatile fund at 19.9% annualized versus 15.1% for VXUS. Worst drawdown: JPSE -43.2% vs VXUS -39.9%.
Should I hold both JPSE and VXUS?
JPSE and VXUS have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPSE and VXUS?
JPSE and VXUS share 13 common holdings with a 0.1% weight overlap. Combined, they hold 8400 unique securities.
Which pays a higher dividend, JPSE or VXUS?
JPSE yields 1.33% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.
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