JPST vs VXUS

JPST vs VXUS

Which is better, JPST or VXUS?

Ultrashort Term Bond against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricJPSTVXUS
Expense Ratio0.18%0.05%Best
AUM$41.0B$158.1B
Dividend Yield4.19%2.51%
Holdings7908,747
YTD Return+2.21%+14.48%Best
1Y Return+3.62%+22.28%Best
3Y Return (annualized)+5.00%+20.00%Best
5Y Return (annualized)+3.77%+8.91%Best
Volatility (annualized)1.1%Best15.3%
Max Drawdown-3.3%Best-39.9%
$10,000 over 5 years$12,033$15,323Best
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleUltrashort Term BondLarge Cap Blend
InceptionMay 17, 2017Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 19, 2017 to Sep 11, 2026 (9.3 years).

JPST 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 9.3 years both funds cover.

JPST vs VXUS Performance

JPMorgan Ultra-Short Income ETF (JPST) 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 JPST returned +3.62% while VXUS returned +22.28%. Year to date, JPST is up 2.21% versus a gain of 14.48% for VXUS.

Over three years, JPST compounded at +5.00% per year against +20.00% for VXUS; over five years the annualized figures are +3.77% and +8.91% respectively. Across the full 9-year window we track, VXUS has the edge at +7.57% annualized vs +2.19%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 1.1% for JPST. 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 -3.3% for JPST 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 0.49. They move together some of the time, and apart the rest.

Fees and Cost Over Time

JPST charges 0.18% per year while VXUS charges 0.05%. On a $10,000 position that is $18 vs $5 annually, a gap of $13 per year that compounds over a long holding period. On income, JPST currently yields 4.19% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 9 holdings in JPST and 8,091 in VXUS, totalling 7.3% and 87.7% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

1 positions in common, counted across the 9 positions we hold weights for in JPST and 8,091 in VXUS, against full books of 790 and 8,747.

Top Shared Holdings

StockWeight in JPSTWeight in VXUSDifference
CM:CACanadian Imperial Bank Of Commerce0.36%0.23%0.13%

You are not choosing between two funds in isolation.

Whichever of JPST and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JPSTVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JPST or VXUS?

JPST has an expense ratio of 0.18% while VXUS charges 0.05%. VXUS is the cheaper option, by $13 a year on a $10,000 investment.

Which performed better, JPST or VXUS?

Over the past year JPST returned +3.62% vs +22.28% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), JPST annualized +2.19% vs +7.57% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JPST or VXUS?

VXUS has been the more volatile fund at 15.3% annualized versus 1.1% for JPST. Worst drawdown: JPST -3.3% vs VXUS -39.9%.

Should I hold both JPST and VXUS?

JPST and VXUS have a monthly-return correlation of 0.49, 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, JPST or VXUS?

JPST yields 4.19% while VXUS yields 2.51%, so JPST currently pays the higher dividend yield.

Is VXUS better than JPST?

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.