JTA vs VTI

JTA vs VTI

Which is better, JTA or VTI?

We do not have enough on JTA 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

MetricJTAVTI
Expense Ratio-0.03%
AUM-$666.9B
Dividend Yield-1.03%
Holdings-3,543
YTD Price Return-+10.86%
1Y Price Return-+14.41%
3Y Price Return (annualized)-+19.09%
5Y Price Return (annualized)-+10.04%
Volatility (annualized)-15.3%
Max Drawdown--56.6%
Fund FamilyNuveen Tax-Advantaged Total Return Strategy 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 JTA. We have no price series for JTA, so there is nothing to compare it against.

JTA vs VTI Performance

Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) is an ETF from Nuveen Tax-Advantaged Total Return Strategy 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 JTA and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JTAVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Is VTI better than JTA?

We hold very little data on JTA 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.