JRO vs VTI

JRO vs VTI

Which is better, JRO or VTI?

We do not have enough on JRO and VTI to separate them.

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

MetricJROVTI
Expense Ratio-0.03%
AUM-$666.9B
Dividend Yield-1.07%
Holdings-3,543
YTD Price Return-+12.91%
1Y Price Return-+18.61%
3Y Price Return (annualized)-+19.37%
5Y Price Return (annualized)-+10.25%
Volatility (annualized)-15.3%
Max Drawdown--56.6%
Fund FamilyNuveen Floating Rate Income Opportunity FundVanguard (US)
Category-Equity
Style-Large Cap Blend
Inception-May 24, 2001

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for JRO. We have no price series for JRO, so there is nothing to compare it against.

JRO vs VTI Performance

Nuveen Floating Rate Income Opportunity Fund (JRO) is an ETF from Nuveen Floating Rate Income Opportunity Fund and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US).

You are not choosing between two funds in isolation.

Whichever of JRO and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JROVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Is VTI better than JRO?

We hold very little data on JRO and VTI, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.