JPXN vs VTI
iShares JPX-Nikkei 400 ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. JPXN delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | JPXN | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.48% | 0.03% | |
| AUM | $142M | $666.9B | |
| Dividend Yield | 2.74% | 1.07% | |
| Holdings | 394 | 3,543 | |
| YTD Return | +17.83% | +13.14% | |
| 1Y Return | +25.45% | +22.35% | |
| 3Y Return (annualized) | +20.07% | +21.83% | |
| 5Y Return (annualized) | +9.79% | +12.01% | |
| Volatility (annualized) | 15.9% | 15.3% | |
| Max Drawdown | -56.5% | -56.6% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 23, 2001 | May 24, 2001 |
JPXN vs VTI Performance
iShares JPX-Nikkei 400 ETF (JPXN) is a ETF from iShares by BlackRock (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JPXN returned +25.45% while VTI returned +22.35%. Year to date, JPXN is up 17.83% versus a gain of 13.14% for VTI.
Over three years, JPXN compounded at +20.07% per year against +21.83% for VTI; over five years the annualized figures are +9.79% and +12.01% respectively. Across the full 25-year window we track, VTI has the edge at +8.09% annualized vs +4.51%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPXN has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 15.3% for VTI. 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 -56.5% for JPXN and -56.6% for VTI. 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JPXN charges 0.48% per year while VTI charges 0.03%. On a $10,000 position that is $48 vs $3 annually, a gap of $45 per year that compounds over a long holding period. On income, JPXN currently yields 2.74% against 1.07% for VTI.
Holdings Overlap
JPXN and VTI share 0 holdings out of 3177 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, JPXN or VTI?
JPXN has an expense ratio of 0.48% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $45 per year of difference.
Which performed better, JPXN or VTI?
Over the past year JPXN returned +25.45% vs +22.35% for VTI, so JPXN leads on 1-year performance. Over the longest common window we track (25 years), JPXN annualized +4.51% vs +8.09% for VTI. Past performance does not guarantee future results.
Which is riskier, JPXN or VTI?
JPXN has been the more volatile fund at 15.9% annualized versus 15.3% for VTI. Worst drawdown: JPXN -56.5% vs VTI -56.6%.
Should I hold both JPXN and VTI?
JPXN and VTI have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPXN and VTI?
JPXN and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 3177 unique securities.
Which pays a higher dividend, JPXN or VTI?
JPXN yields 2.74% while VTI yields 1.07%, so JPXN currently pays the higher dividend yield.
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