JTEK vs VXUS

JTEK vs VXUS

Which is better, JTEK or VXUS?

Each has led over a different period.

VXUS has a lower expense ratio. JTEK led over 3Y and the full window, VXUS over 1Y.

Lower Fees: VXUSHigher Returns: split

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

MetricJTEKVXUS
Expense Ratio0.65%0.05%Best
AUM$4.4B$158.1B
Dividend Yield0.00%2.51%
Holdings668,747
YTD Return+11.54%+12.82%Best
1Y Return+9.28%+19.86%Best
3Y Return (annualized)+25.88%Best+19.33%
5Y Return (annualized)-+9.46%
Volatility (annualized)26.3%11.7%Best
Max Drawdown-30.6%-13.6%Best
$10,000 over 2.9 years$19,493Best$17,506
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 4, 2023Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Oct 9, 2023 to Sep 18, 2026 (2.9 years).

JTEK 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 2.9 years both funds cover.

JTEK vs VXUS Performance

JPMorgan US Tech Leaders ETF (JTEK) is an ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year JTEK returned +9.28% while VXUS returned +19.86%. Year to date, JTEK is up 11.54% versus a gain of 12.82% for VXUS.

Over three years, JTEK compounded at +25.88% per year against +19.33% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JTEK has been the more volatile fund, with annualized monthly volatility of 26.3% compared with 11.7% 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 -30.6% for JTEK and -13.6% 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 0.50. They move together some of the time, and apart the rest.

Fees and Cost Over Time

JTEK charges 0.65% per year while VXUS charges 0.05%. On a $10,000 position that is $65 vs $5 annually, a gap of $60 per year that compounds over a long holding period. On income, JTEK currently yields 0.00% against 2.51% for VXUS.

Holdings Overlap

JTEK already in VXUS2.1%

At least 2.1% of JTEK's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

JTEK and VXUS share little of their money.

1 positions in common, counted across the 69 positions we hold weights for in JTEK and 8,082 in VXUS, against full books of 66 and 8,747.

Top Shared Holdings

StockWeight in JTEKWeight in VXUSDifference
SHOP:CAShopify Inc2.10%0.32%1.78%

You are not choosing between two funds in isolation.

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

JTEKVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JTEK or VXUS?

JTEK has an expense ratio of 0.65% while VXUS charges 0.05%. VXUS is the cheaper option, by $60 a year on a $10,000 investment.

Which performed better, JTEK or VXUS?

Over the past year JTEK returned +9.28% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JTEK or VXUS?

JTEK has been the more volatile fund at 26.3% annualized versus 11.7% for VXUS. Worst drawdown: JTEK -30.6% vs VXUS -13.6%.

Should I hold both JTEK and VXUS?

JTEK and VXUS have a monthly-return correlation of 0.50, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between JTEK and VXUS?

At least 2.1% of JTEK's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 69 positions we hold weights for in JTEK and 8,082 in VXUS.

Which pays a higher dividend, JTEK or VXUS?

JTEK yields 0.00% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than JTEK?

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