JUSA vs VTI
JPMorgan US Research Enhanced Large Cap ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | JUSA | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.03% | |
| AUM | $728M | $666.9B | |
| Dividend Yield | 0.57% | 1.07% | |
| Holdings | 247 | 3,543 | |
| YTD Return | +12.06% | +13.14% | |
| 1Y Return | +20.89% | +22.35% | |
| 3Y Return (annualized) | - | +21.83% | |
| 5Y Return (annualized) | - | +12.01% | |
| Volatility (annualized) | 11.9% | 15.3% | |
| Max Drawdown | -14.0% | -56.6% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 13, 2025 | May 24, 2001 |
JUSA vs VTI Performance
JPMorgan US Research Enhanced Large Cap ETF (JUSA) is a ETF from J.P. Morgan Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JUSA returned +20.89% while VTI returned +22.35%. Year to date, JUSA is up 12.06% versus a gain of 13.14% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 11.9% for JUSA. 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 -14.0% for JUSA 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JUSA charges 0.12% per year while VTI charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, JUSA currently yields 0.57% against 1.07% for VTI.
Holdings Overlap
JUSA and VTI share 225 holdings out of 2807 unique holdings combined, representing a 65.9% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, JUSA or VTI?
JUSA has an expense ratio of 0.12% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, JUSA or VTI?
Over the past year JUSA returned +20.89% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), JUSA annualized +24.31% vs +8.09% for VTI. Past performance does not guarantee future results.
Which is riskier, JUSA or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 11.9% for JUSA. Worst drawdown: JUSA -14.0% vs VTI -56.6%.
Should I hold both JUSA and VTI?
JUSA and VTI have a monthly-return correlation of 0.99, 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 JUSA and VTI?
JUSA and VTI share 225 common holdings with a 65.9% weight overlap. Combined, they hold 2807 unique securities.
Which pays a higher dividend, JUSA or VTI?
JUSA yields 0.57% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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