TEMP vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricTEMPVTIWinner
Expense Ratio0.49%0.03%
AUM$8M$663.5B
Dividend Yield1.31%1.07%
Holdings723,543
YTD Return+18.05%+14.20%
1Y Return+6.98%+24.16%
3Y Return (annualized)+15.10%+21.12%
5Y Return (annualized)-+12.37%
Volatility (annualized)21.0%15.3%
Max Drawdown-32.1%-56.6%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionDec 13, 2021May 24, 2001

TEMP vs VTI Performance

JPMorgan Climate Change Solutions ETF (TEMP) is a ETF from J.P. Morgan Asset Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year TEMP returned +6.98% while VTI returned +24.16%. Year to date, TEMP is up 18.05% versus a gain of 14.20% for VTI.

Over three years, TEMP compounded at +15.10% per year against +21.12% for VTI. Across the full 4-year window we track, VTI has the edge at +8.14% annualized vs +3.37%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TEMP has been the more volatile fund, with annualized monthly volatility of 21.0% compared with 15.3% 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 -32.1% for TEMP 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

TEMP charges 0.49% per year while VTI charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, TEMP currently yields 1.31% against 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, TEMP or VTI?

TEMP has an expense ratio of 0.49% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, TEMP or VTI?

Over the past year TEMP returned +6.98% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), TEMP annualized +3.37% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, TEMP or VTI?

TEMP has been the more volatile fund at 21.0% annualized versus 15.3% for VTI. Worst drawdown: TEMP -32.1% vs VTI -56.6%.

Should I hold both TEMP and VTI?

TEMP and VTI have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

Which pays a higher dividend, TEMP or VTI?

TEMP yields 1.31% while VTI yields 1.07%, so TEMP currently pays the higher dividend yield.

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