JSTC vs VTI

JSTC vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricJSTCVTIWinner
Expense Ratio0.89%0.03%
AUM$308M$666.9B
Dividend Yield1.22%1.07%
Holdings6313,543
YTD Return+12.90%+12.65%
1Y Return+15.43%+21.39%
3Y Return (annualized)+14.84%+21.54%
5Y Return (annualized)+6.73%+12.11%
Volatility (annualized)14.2%15.3%
Max Drawdown-26.8%-56.6%
Fund FamilyAdasina ETF Social CapitalVanguard (US)
CategoryEquityEquity
InceptionDec 8, 2020May 24, 2001

JSTC vs VTI Performance

Adasina Social Justice All Cap Global ETF (JSTC) is a ETF from Adasina ETF Social Capital and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JSTC returned +15.43% while VTI returned +21.39%. Year to date, JSTC is up 12.90% versus a gain of 12.65% for VTI.

Over three years, JSTC compounded at +14.84% per year against +21.54% for VTI; over five years the annualized figures are +6.73% and +12.11% respectively. Across the full 6-year window we track, JSTC has the edge at +8.73% annualized vs +8.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.2% for JSTC. 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 -26.8% for JSTC 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

JSTC charges 0.89% per year while VTI charges 0.03%. On a $10,000 position that is $89 vs $3 annually, a gap of $86 per year that compounds over a long holding period. On income, JSTC currently yields 1.22% against 1.07% for VTI.

Holdings Overlap

11.3%overlap

JSTC and VTI share 244 holdings out of 3126 unique holdings combined, representing a 11.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JSTCWeight in VTIDifference
LLY1.07%1.40%0.33%
V1.38%0.77%0.61%
AMD0.78%1.30%0.52%
LRCXProProPro
ABBVProProPro
MAProProPro
CMIProProPro
INTCProProPro
SHWProProPro
PANWProProPro
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Frequently Asked Questions

Which is cheaper, JSTC or VTI?

JSTC has an expense ratio of 0.89% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

Which performed better, JSTC or VTI?

Over the past year JSTC returned +15.43% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (6 years), JSTC annualized +8.73% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, JSTC or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 14.2% for JSTC. Worst drawdown: JSTC -26.8% vs VTI -56.6%.

Should I hold both JSTC and VTI?

JSTC and VTI have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between JSTC and VTI?

JSTC and VTI share 244 common holdings with a 11.3% weight overlap. Combined, they hold 3126 unique securities.

Which pays a higher dividend, JSTC or VTI?

JSTC yields 1.22% while VTI yields 1.07%, so JSTC currently pays the higher dividend yield.

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