PJIO vs VTI

PJIO vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricPJIOVTIWinner
Expense Ratio0.54%0.03%
AUM$32M$666.9B
Dividend Yield0.19%1.07%
Holdings353,543
YTD Return+7.05%+14.82%
1Y Return+8.69%+22.43%
3Y Return (annualized)-+21.93%
5Y Return (annualized)-+12.34%
Volatility (annualized)19.3%15.4%
Max Drawdown-19.4%-56.6%
Fund FamilyPGIM InvestmentsVanguard (US)
CategoryEquityEquity
InceptionDec 14, 2023May 24, 2001

PJIO vs VTI Performance

PGIM Jennison Focused International Equity ETF (PJIO) is a ETF from PGIM Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year PJIO returned +8.69% while VTI returned +22.43%. Year to date, PJIO is up 7.05% versus a gain of 14.82% for VTI.

Risk: Volatility and Drawdowns

PJIO has been the more volatile fund, with annualized monthly volatility of 19.3% compared with 15.4% for VTI. 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 -19.4% for PJIO 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PJIO charges 0.54% per year while VTI charges 0.03%. On a $10,000 position that is $54 vs $3 annually, a gap of $51 per year that compounds over a long holding period. On income, PJIO currently yields 0.19% against 1.07% for VTI.

Holdings Overlap

0.1%overlap

PJIO and VTI share 2 holdings out of 2821 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PJIOWeight in VTIDifference
NVT:IE3.02%0.04%2.98%
FWONK2.11%0.03%2.08%

Frequently Asked Questions

Which is cheaper, PJIO or VTI?

PJIO has an expense ratio of 0.54% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, PJIO or VTI?

Over the past year PJIO returned +8.69% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), PJIO annualized +11.37% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, PJIO or VTI?

PJIO has been the more volatile fund at 19.3% annualized versus 15.4% for VTI. Worst drawdown: PJIO -19.4% vs VTI -56.6%.

Should I hold both PJIO and VTI?

PJIO and VTI have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PJIO and VTI?

PJIO and VTI share 2 common holdings with a 0.1% weight overlap. Combined, they hold 2821 unique securities.

Which pays a higher dividend, PJIO or VTI?

PJIO yields 0.19% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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