JPXN vs VXUS

JPXN vs VXUS

Which is better, JPXN or VXUS?

Each has led over a different period.

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

Lower Fees: VXUSHigher Returns: split

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

MetricJPXNVXUS
Expense Ratio0.48%0.05%Best
AUM$138M$158.1B
Dividend Yield2.74%2.59%
Holdings3958,747
YTD Return+20.41%Best+15.71%
1Y Return+24.48%+25.07%Best
3Y Return (annualized)+19.34%+20.30%Best
5Y Return (annualized)+8.69%+9.21%Best
Volatility (annualized)14.2%Best15.0%
Max Drawdown-33.9%Best-39.9%
$10,000 over 5 years$15,169$15,535Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 23, 2001Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 8, 2026 (15.6 years).

JPXN 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 15.6 years both funds cover.

JPXN vs VXUS Performance

iShares JPX-Nikkei 400 ETF (JPXN) is an ETF from iShares by BlackRock (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year JPXN returned +24.48% while VXUS returned +25.07%. Year to date, JPXN is up 20.41% versus a gain of 15.71% for VXUS.

Over three years, JPXN compounded at +19.34% per year against +20.30% for VXUS; over five years the annualized figures are +8.69% and +9.21% respectively. Across the full 16-year window we track, JPXN has the edge at +6.01% annualized vs +4.90%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 14.2% for JPXN. 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 -33.9% for JPXN 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

JPXN charges 0.48% per year while VXUS charges 0.05%. On a $10,000 position that is $48 vs $5 annually, a gap of $43 per year that compounds over a long holding period. On income, JPXN currently yields 2.74% against 2.59% for VXUS.

Holdings Overlap

JPXN already in VXUS64.0%

At least 64.0% of JPXN's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

311 positions in common, counted across the 390 positions we hold weights for in JPXN and 8,092 in VXUS, against full books of 395 and 8,747.

Top Shared Holdings

StockWeight in JPXNWeight in VXUSDifference
8411:JPMizuho Financial Group Inc. Com Stk2.34%0.25%2.09%
8316:JPSumitomo Mitsui Financial Group Inc. Shs2.03%0.31%1.72%
8031:JPMitsui & Co Ltd1.67%0.15%1.52%
6503:JPMitsubishi Electric Corp. Com Stk1.62%0.16%1.46%
6501:JPHitachi Ltd1.36%0.27%1.09%
9983:JPFast Retailing Co. Ltd. Com Stk1.37%0.21%1.16%
4063:JPShin-Etsu Chemical Co. Ltd. Com Stk1.37%0.18%1.19%
8001:JPItochu Corp Common Stock1.39%0.16%1.23%
7011:JPMitsubishi Heavy Industries Ltd. Com Stk1.25%0.17%1.08%
7741:JPHoya Corp Common Stock1.27%0.12%1.15%

64.0% of JPXN is already inside VXUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

JPXNVXUS

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Frequently Asked Questions

Which is cheaper, JPXN or VXUS?

JPXN has an expense ratio of 0.48% while VXUS charges 0.05%. VXUS is the cheaper option, by $43 a year on a $10,000 investment.

Which performed better, JPXN or VXUS?

Over the past year JPXN returned +24.48% vs +25.07% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), JPXN annualized +6.01% vs +4.90% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JPXN or VXUS?

VXUS has been the more volatile fund at 15.0% annualized versus 14.2% for JPXN. Worst drawdown: JPXN -33.9% vs VXUS -39.9%.

Should I hold both JPXN and VXUS?

JPXN 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 JPXN and VXUS?

At least 64.0% of JPXN's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 311 positions in common, counted across the 390 positions we hold weights for in JPXN and 8,092 in VXUS.

Which pays a higher dividend, JPXN or VXUS?

JPXN yields 2.74% while VXUS yields 2.59%, so JPXN currently pays the higher dividend yield.

Is VXUS better than JPXN?

VXUS has a lower expense ratio. JPXN 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.