JRE vs VXUS

JRE vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricJREVXUSWinner
Expense Ratio0.65%0.05%
AUM$4M$158.1B
Dividend Yield4.65%2.59%
Holdings258,747
YTD Return+20.13%+15.22%
1Y Return+23.54%+26.86%
3Y Return (annualized)+11.02%+20.34%
5Y Return (annualized)+3.94%+9.38%
Volatility (annualized)18.5%15.1%
Max Drawdown-31.7%-39.9%
Fund FamilyJanus Henderson InvestorsVanguard (US)
CategoryEquityEquity
InceptionJun 22, 2021Jan 26, 2011

JRE vs VXUS Performance

Janus Henderson US Real Estate ETF (JRE) is a ETF from Janus Henderson Investors and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year JRE returned +23.54% while VXUS returned +26.86%. Year to date, JRE is up 20.13% versus a gain of 15.22% for VXUS.

Over three years, JRE compounded at +11.02% per year against +20.34% for VXUS; over five years the annualized figures are +3.94% and +9.38% respectively. Across the full 5-year window we track, JRE has the edge at +5.11% annualized vs +4.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JRE has been the more volatile fund, with annualized monthly volatility of 18.5% 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 -31.7% for JRE 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JRE charges 0.65% per year while VXUS charges 0.05%. On a $10,000 position that is $65 vs $5 annually, a gap of $60 per year that compounds over a long holding period. On income, JRE currently yields 4.65% against 2.59% for VXUS.

Holdings Overlap

0.0%overlap

JRE and VXUS share 0 holdings out of 7893 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, JRE or VXUS?

JRE has an expense ratio of 0.65% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $60 per year of difference.

Which performed better, JRE or VXUS?

Over the past year JRE returned +23.54% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), JRE annualized +5.11% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, JRE or VXUS?

JRE has been the more volatile fund at 18.5% annualized versus 15.1% for VXUS. Worst drawdown: JRE -31.7% vs VXUS -39.9%.

Should I hold both JRE and VXUS?

JRE and VXUS have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JRE and VXUS?

JRE and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7893 unique securities.

Which pays a higher dividend, JRE or VXUS?

JRE yields 4.65% while VXUS yields 2.59%, so JRE currently pays the higher dividend yield.

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