JPSV vs VXUS
JPMorgan Active Small Cap Value 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 7861 holdings.
Side-by-Side Comparison
| Metric | JPSV | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.05% | |
| AUM | $28M | $156.5B | |
| Dividend Yield | 1.25% | 2.60% | |
| Holdings | 111 | 8,747 | |
| YTD Return | +23.38% | +15.00% | |
| 1Y Return | +25.62% | +26.87% | |
| 3Y Return (annualized) | +13.36% | +19.79% | |
| 5Y Return (annualized) | - | +9.26% | |
| Volatility (annualized) | 16.1% | 15.1% | |
| Max Drawdown | -22.8% | -39.9% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 7, 2023 | Jan 26, 2011 |
JPSV vs VXUS Performance
JPMorgan Active Small Cap Value ETF (JPSV) 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 JPSV returned +25.62% while VXUS returned +26.87%. Year to date, JPSV is up 23.38% versus a gain of 15.00% for VXUS.
Over three years, JPSV compounded at +13.36% per year against +19.79% for VXUS. Across the full 3-year window we track, JPSV has the edge at +12.12% annualized vs +4.88%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPSV has been the more volatile fund, with annualized monthly volatility of 16.1% 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 -22.8% for JPSV 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JPSV charges 0.55% per year while VXUS charges 0.05%. On a $10,000 position that is $55 vs $5 annually, a gap of $50 per year that compounds over a long holding period. On income, JPSV currently yields 1.25% against 2.60% for VXUS.
Holdings Overlap
JPSV and VXUS share 0 holdings out of 7971 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JPSV or VXUS?
JPSV has an expense ratio of 0.55% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $50 per year of difference.
Which performed better, JPSV or VXUS?
Over the past year JPSV returned +25.62% vs +26.87% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), JPSV annualized +12.12% vs +4.88% for VXUS. Past performance does not guarantee future results.
Which is riskier, JPSV or VXUS?
JPSV has been the more volatile fund at 16.1% annualized versus 15.1% for VXUS. Worst drawdown: JPSV -22.8% vs VXUS -39.9%.
Should I hold both JPSV and VXUS?
JPSV and VXUS have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPSV and VXUS?
JPSV and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7971 unique securities.
Which pays a higher dividend, JPSV or VXUS?
JPSV yields 1.25% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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