JPUS vs VXUS
JPMorgan Diversified Return US Equity ETF vs Vanguard Total International Stock ETF
Which is better, JPUS or VXUS?
Large Cap Value against Large Cap Blend.
VXUS has a lower expense ratio. JPUS led over 5Y and the full window, VXUS over 1Y and 3Y.
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 | JPUS | VXUS |
|---|---|---|
| Expense Ratio | 0.18% | 0.05%Best |
| AUM | $470M | $158.1B |
| Dividend Yield | 1.97% | 2.59% |
| Holdings | 375 | 8,747 |
| YTD Return | +15.99% | +16.15%Best |
| 1Y Return | +18.95% | +27.58%Best |
| 3Y Return (annualized) | +16.31% | +20.48%Best |
| 5Y Return (annualized) | +9.87%Best | +9.09% |
| Volatility (annualized) | 15.1% | 14.8%Best |
| Max Drawdown | -38.7%Best | -39.9% |
| $10,000 over 5 years | $16,010Best | $15,450 |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Sep 29, 2015 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 30, 2015 to Sep 4, 2026 (10.9 years).
JPUS 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 10.9 years both funds cover.
JPUS vs VXUS Performance
JPMorgan Diversified Return US Equity ETF (JPUS) 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 JPUS returned +18.95% while VXUS returned +27.58%. Year to date, JPUS is up 15.99% versus a gain of 16.15% for VXUS.
Over three years, JPUS compounded at +16.31% per year against +20.48% for VXUS; over five years the annualized figures are +9.87% and +9.09% respectively. Across the full 11-year window we track, JPUS has the edge at +11.21% annualized vs +8.16%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.8% 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 -38.7% for JPUS 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 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JPUS 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, JPUS currently yields 1.97% against 2.59% for VXUS.
Holdings Overlap
At least 1.1% of JPUS's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
JPUS and VXUS share little of their money.
5 positions in common, counted across the 369 positions we hold weights for in JPUS and 8,094 in VXUS, against full books of 375 and 8,747.
Top Shared Holdings
| Stock | Weight in JPUS | Weight in VXUS | Difference |
|---|---|---|---|
| AMAntero Midstream Corporationam | 0.35% | 0.01% | 0.34% |
| HBANHuntington Bancshares Inc./Oh | 0.29% | 0.04% | 0.25% |
| 196170:KRAlteogen Inc | 0.25% | 0.02% | 0.23% |
| SMGScotts Miracle-Gro Company | 0.15% | 0.00% | 0.15% |
| BEPC:CABrookfield Renewable Corporation Class A Subordinate Voting Shares | 0.09% | 0.01% | 0.08% |
You are not choosing between two funds in isolation.
Whichever of JPUS 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, JPUS or VXUS?
JPUS 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, JPUS or VXUS?
Over the past year JPUS returned +18.95% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (11 years), JPUS annualized +11.21% vs +8.16% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JPUS or VXUS?
JPUS has been the more volatile fund at 15.1% annualized versus 14.8% for VXUS. Worst drawdown: JPUS -38.7% vs VXUS -39.9%.
Should I hold both JPUS and VXUS?
JPUS and VXUS have a monthly-return correlation of 0.85, 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 JPUS and VXUS?
At least 1.1% of JPUS's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 5 positions in common, counted across the 369 positions we hold weights for in JPUS and 8,094 in VXUS.
Which pays a higher dividend, JPUS or VXUS?
JPUS yields 1.97% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.
Is VXUS better than JPUS?
VXUS has a lower expense ratio. JPUS led over 5Y and the full window, VXUS over 1Y and 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.