PJFM vs VXUS

PJFM vs VXUS

Which is better, PJFM or VXUS?

Mid Cap Blend against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: VXUS

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

MetricPJFMVXUS
Expense Ratio0.49%0.05%Best
AUM$20M$158.1B
Dividend Yield0.58%2.59%
Holdings518,747
YTD Return+6.28%+16.15%Best
1Y Return+9.15%+27.58%Best
3Y Return (annualized)-+20.48%
5Y Return (annualized)-+9.09%
Volatility (annualized)15.3%10.9%Best
Max Drawdown-22.8%-13.6%Best
$10,000 over 2.7 years$13,136$16,641Best
Fund FamilyPGIM InvestmentsVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionDec 14, 2023Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Dec 19, 2023 to Sep 4, 2026 (2.7 years).

PJFM 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 2.7 years both funds cover.

PJFM vs VXUS Performance

PGIM Jennison Focused Mid-Cap ETF (PJFM) is an ETF from PGIM Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year PJFM returned +9.15% while VXUS returned +27.58%. Year to date, PJFM is up 6.28% versus a gain of 16.15% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PJFM has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 10.9% 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 -22.8% for PJFM 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 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

PJFM charges 0.49% per year while VXUS charges 0.05%. On a $10,000 position that is $49 vs $5 annually, a gap of $44 per year that compounds over a long holding period. On income, PJFM currently yields 0.58% against 2.59% for VXUS.

Holdings Overlap

PJFM already in VXUS7.3%

At least 7.3% of PJFM's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

PJFM and VXUS share little of their money.

3 positions in common, counted across the 49 positions we hold weights for in PJFM and 8,094 in VXUS, against full books of 51 and 8,747.

Top Shared Holdings

StockWeight in PJFMWeight in VXUSDifference
CLS:CACelestica Inc. Common Stock2.97%0.09%2.88%
ELD:CAEldorado Gold Corp2.53%0.02%2.51%
ARGX:ASArgenx Se Sponsored Adr (1 Ads : 1 Ordinary)1.81%0.13%1.68%

You are not choosing between two funds in isolation.

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

PJFMVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PJFM or VXUS?

PJFM has an expense ratio of 0.49% while VXUS charges 0.05%. VXUS is the cheaper option, by $44 a year on a $10,000 investment.

Which performed better, PJFM or VXUS?

Over the past year PJFM returned +9.15% vs +27.58% 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, PJFM or VXUS?

PJFM has been the more volatile fund at 15.3% annualized versus 10.9% for VXUS. Worst drawdown: PJFM -22.8% vs VXUS -13.6%.

Should I hold both PJFM and VXUS?

PJFM and VXUS have a monthly-return correlation of 0.56, 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 PJFM and VXUS?

At least 7.3% of PJFM's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 49 positions we hold weights for in PJFM and 8,094 in VXUS.

Which pays a higher dividend, PJFM or VXUS?

PJFM yields 0.58% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than PJFM?

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