JRS vs VXUS

JRS vs VXUS

Which is better, JRS or VXUS?

Mid Cap Blend against Large Cap Blend.

VXUS led over 1Y, 3Y, 5Y and the full window.

Higher Returns: VXUS

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

MetricJRSVXUS
Expense Ratio-0.05%
AUM-$158.1B
Dividend Yield7.40%2.59%
Holdings878,747
YTD Return+12.27%+16.15%Best
1Y Return+10.35%+27.58%Best
3Y Return (annualized)+13.89%+20.48%Best
5Y Return (annualized)+1.30%+9.09%Best
Volatility (annualized)21.7%15.0%Best
Max Drawdown-64.3%-39.9%Best
$10,000 over 5 years$10,667$15,450Best
Fund FamilyNuveenVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionNov 15, 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 4, 2026 (15.6 years).

JRS 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.

JRS vs VXUS Performance

Nuveen Real Estate Income Fund (JRS) is an ETF from Nuveen and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year JRS returned +10.35% while VXUS returned +27.58%. Year to date, JRS is up 12.27% versus a gain of 16.15% for VXUS.

Over three years, JRS compounded at +13.89% per year against +20.48% for VXUS; over five years the annualized figures are +1.30% and +9.09% respectively. Across the full 16-year window we track, VXUS has the edge at +4.93% annualized vs +1.61%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JRS has been the more volatile fund, with annualized monthly volatility of 21.7% compared with 15.0% 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 -64.3% for JRS 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 0.65. They move together some of the time, and apart the rest.

Holdings Overlap

We hold position weights for 53 holdings in JRS and 8,094 in VXUS, totalling 82.2% and 87.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 91 days apart, JRS as of Mar 31, 2026 and VXUS as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 53 positions we hold weights for in JRS and 8,094 in VXUS, against full books of 87 and 8,747.

You are not choosing between two funds in isolation.

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

JRSVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which performed better, JRS or VXUS?

Over the past year JRS returned +10.35% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), JRS annualized +1.61% vs +4.93% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JRS or VXUS?

JRS has been the more volatile fund at 21.7% annualized versus 15.0% for VXUS. Worst drawdown: JRS -64.3% vs VXUS -39.9%.

Should I hold both JRS and VXUS?

JRS and VXUS have a monthly-return correlation of 0.65, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, JRS or VXUS?

JRS yields 7.40% while VXUS yields 2.59%, so JRS currently pays the higher dividend yield.

Is VXUS better than JRS?

VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.