PJP vs VXUS

PJP vs VXUS

Which is better, PJP or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. PJP led over 1Y, 5Y and the full window, VXUS over 3Y.

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

MetricPJPVXUS
Expense Ratio0.57%0.05%Best
AUM$529M$158.1B
Dividend Yield0.87%2.59%
Holdings328,747
YTD Return+24.41%Best+16.15%
1Y Return+41.39%Best+27.58%
3Y Return (annualized)+20.08%+20.48%Best
5Y Return (annualized)+10.85%Best+9.09%
Volatility (annualized)16.0%15.0%Best
Max Drawdown-42.4%-39.9%Best
$10,000 over 5 years$16,737Best$15,450
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJun 23, 2005Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 4, 2026 (15.6 years).

PJP 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 15.6 years both funds cover.

PJP vs VXUS Performance

Invesco Pharmaceuticals ETF (PJP) is an ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year PJP returned +41.39% while VXUS returned +27.58%. Year to date, PJP is up 24.41% versus a gain of 16.15% for VXUS.

Over three years, PJP compounded at +20.08% per year against +20.48% for VXUS; over five years the annualized figures are +10.85% and +9.09% respectively. Across the full 16-year window we track, PJP has the edge at +12.07% annualized vs +4.93%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PJP has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 15.0% 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 -42.4% for PJP and -39.9% 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

PJP charges 0.57% per year while VXUS charges 0.05%. On a $10,000 position that is $57 vs $5 annually, a gap of $52 per year that compounds over a long holding period. On income, PJP currently yields 0.87% against 2.59% for VXUS.

Holdings Overlap

We hold position weights for 30 holdings in PJP and 8,094 in VXUS, totalling 100.0% and 87.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 30 positions we hold weights for in PJP and 8,094 in VXUS, against full books of 32 and 8,747.

What only one of them owns

Measured across the 30 and 8,094 positions we hold weights for.

VXUS holds 50 positions PJP does not, 2.1% of the fund.

Largest: SHEL 0.48%, BALN 3.4 04/15/30 14 0.16%, PRYMY 0.11%, VWO 0.11%, BASFY 0.11%

You are not choosing between two funds in isolation.

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

PJPVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PJP or VXUS?

PJP has an expense ratio of 0.57% while VXUS charges 0.05%. VXUS is the cheaper option, by $52 a year on a $10,000 investment.

Which performed better, PJP or VXUS?

Over the past year PJP returned +41.39% vs +27.58% for VXUS, so PJP leads on 1-year performance. Over the longest common window we track (16 years), PJP annualized +12.07% vs +4.93% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PJP or VXUS?

PJP has been the more volatile fund at 16.0% annualized versus 15.0% for VXUS. Worst drawdown: PJP -42.4% vs VXUS -39.9%.

Should I hold both PJP and VXUS?

PJP 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.

Which pays a higher dividend, PJP or VXUS?

PJP yields 0.87% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than PJP?

VXUS has a lower expense ratio. PJP led over 1Y, 5Y and the full window, VXUS over 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.