JPSE vs VXUS
JPMorgan Diversified Return US Small Cap Equity ETF vs Vanguard Total International Stock ETF
Which is better, JPSE or VXUS?
Small Cap Blend against Large Cap Blend.
VXUS has a lower expense ratio. JPSE led over the full window, VXUS over 1Y, 3Y and 5Y.
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 | JPSE | VXUS |
|---|---|---|
| Expense Ratio | 0.29% | 0.05%Best |
| AUM | $588M | $158.1B |
| Dividend Yield | 1.33% | 2.51% |
| Holdings | 563 | 8,747 |
| YTD Return | +15.56%Best | +13.64% |
| 1Y Return | +17.73% | +20.82%Best |
| 3Y Return (annualized) | +14.70% | +19.58%Best |
| 5Y Return (annualized) | +7.77% | +9.14%Best |
| Volatility (annualized) | 19.9% | 15.0%Best |
| Max Drawdown | -43.2% | -39.9%Best |
| $10,000 over 5 years | $14,537 | $15,485Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | Nov 15, 2016 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 17, 2016 to Sep 17, 2026 (9.8 years).
JPSE 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 9.8 years both funds cover.
JPSE vs VXUS Performance
JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) 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 JPSE returned +17.73% while VXUS returned +20.82%. Year to date, JPSE is up 15.56% versus a gain of 13.64% for VXUS.
Over three years, JPSE compounded at +14.70% per year against +19.58% for VXUS; over five years the annualized figures are +7.77% and +9.14% respectively. Across the full 10-year window we track, JPSE has the edge at +9.78% annualized vs +8.66%.
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 15.0% 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 what each fund did in the worst stretch of the window measured above.
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 2.51% for VXUS.
Holdings Overlap
At least 2.1% of JPSE'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.
JPSE and VXUS share little of their money.
10 positions in common, counted across the 544 positions we hold weights for in JPSE and 8,082 in VXUS, against full books of 563 and 8,747.
Top Shared Holdings
| Stock | Weight in JPSE | Weight in VXUS | Difference |
|---|---|---|---|
| SSRMSsr Mining Inc | 0.42% | 0.01% | 0.41% |
| EFR:CAEnergy Fuels Inc | 0.27% | 0.01% | 0.26% |
| SIG:LNSignet Jewelers Limited Common Shares | 0.25% | 0.02% | 0.23% |
| BIPCBrookfield Infrastructure Corporation Class A Ordinary Shares - Subordinate Voting Shares | 0.25% | 0.01% | 0.24% |
| PPTA:CAPerpetua Resources Corp | 0.25% | 0.00% | 0.25% |
| ALX:AUAtlas Arteria Ltd | 0.21% | 0.00% | 0.21% |
| SCLStepan Co | 0.19% | 0.00% | 0.19% |
| CASHMeta Financial Group Inc | 0.12% | 0.00% | 0.12% |
| CLWClearwater Paper Corp | 0.11% | 0.00% | 0.11% |
| EFOR:TREfor Yatirim Sanayi Ticaret As | 0.06% | 0.00% | 0.06% |
You are not choosing between two funds in isolation.
Whichever of JPSE 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, JPSE or VXUS?
JPSE has an expense ratio of 0.29% while VXUS charges 0.05%. VXUS is the cheaper option, by $24 a year on a $10,000 investment.
Which performed better, JPSE or VXUS?
Over the past year JPSE returned +17.73% vs +20.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (10 years), JPSE annualized +9.78% vs +8.66% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JPSE or VXUS?
JPSE has been the more volatile fund at 19.9% annualized versus 15.0% 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 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 JPSE and VXUS?
At least 2.1% of JPSE's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 10 positions in common, counted across the 544 positions we hold weights for in JPSE and 8,082 in VXUS.
Which pays a higher dividend, JPSE or VXUS?
JPSE yields 1.33% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than JPSE?
VXUS has a lower expense ratio. JPSE led over the full window, VXUS over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.