JTA vs VTI
JTA vs VTI
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JTA vs VTI
Nuveen Tax-Advantaged Total Return Strategy Fund vs Vanguard Morningstar Total Stock Market ETF
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Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
Quick Verdict
VTI offers more diversification with 3,543 holdings.
Lower Fees: TiedHigher Returns: TiedMore Diversified: VTI
Side-by-Side Comparison
| Metric | JTA | VTI | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.03% | |
| AUM | - | $666.9B | |
| Dividend Yield | - | 1.07% | |
| Holdings | 0 | 3,543 | |
| YTD Return | - | +12.65% | |
| 1Y Return | - | +21.39% | |
| 3Y Return (annualized) | - | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | - | -56.6% | |
| Fund Family | Nuveen Tax-Advantaged Total Return Strategy Fund | Vanguard (US) | |
| Category | - | Equity | |
| Inception | - | May 24, 2001 |
JTA vs VTI Performance
Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) is a ETF from Nuveen Tax-Advantaged Total Return Strategy Fund and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US).
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