JBND vs VTI
JBND vs VTI
JPMorgan Active Bond ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | JBND | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $8.5B | $663.5B | |
| Dividend Yield | 4.00% | 1.07% | |
| Holdings | 1,579 | 3,543 | |
| YTD Return | -0.33% | +10.14% | |
| 1Y Return | +3.21% | +19.82% | |
| 3Y Return (annualized) | - | +18.94% | |
| 5Y Return (annualized) | - | +11.79% | |
| Volatility (annualized) | 5.4% | 15.4% | |
| Max Drawdown | -4.5% | -56.6% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Oct 11, 2023 | May 24, 2001 |
JBND vs VTI Performance
JPMorgan Active Bond ETF (JBND) 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 JBND returned +3.21% while VTI returned +19.82%. Year to date, JBND is down 0.33% versus a gain of 10.14% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 5.4% for JBND. 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 -4.5% for JBND 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JBND charges 0.25% per year while VTI charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, JBND currently yields 4.00% against 1.07% for VTI.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, JBND or VTI?
JBND has an expense ratio of 0.25% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, JBND or VTI?
Over the past year JBND returned +3.21% vs +19.82% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), JBND annualized +6.64% vs +7.99% for VTI. Past performance does not guarantee future results.
Which is riskier, JBND or VTI?
VTI has been the more volatile fund at 15.4% annualized versus 5.4% for JBND. Worst drawdown: JBND -4.5% vs VTI -56.6%.
Should I hold both JBND and VTI?
JBND and VTI have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JBND and VTI?
JBND and VTI share 2 common holdings with a 0.0% weight overlap. Combined, they hold 3216 unique securities.
Which pays a higher dividend, JBND or VTI?
JBND yields 4.00% while VTI yields 1.07%, so JBND currently pays the higher dividend yield.
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