JCPI vs VXUS
JCPI vs VXUS
JPMorgan Inflation Managed Bond ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.
Side-by-Side Comparison
| Metric | JCPI | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.05% | |
| AUM | $869M | $156.5B | |
| Dividend Yield | 3.81% | 2.60% | |
| Holdings | 764 | 8,747 | |
| YTD Return | +0.81% | +11.13% | |
| 1Y Return | +2.85% | +27.13% | |
| 3Y Return (annualized) | +5.06% | +17.24% | |
| 5Y Return (annualized) | - | +8.71% | |
| Volatility (annualized) | 5.2% | 15.1% | |
| Max Drawdown | -7.8% | -39.9% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Apr 8, 2022 | Jan 26, 2011 |
JCPI vs VXUS Performance
JPMorgan Inflation Managed Bond ETF (JCPI) is a ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year JCPI returned +2.85% while VXUS returned +27.13%. Year to date, JCPI is up 0.81% versus a gain of 11.13% for VXUS.
Over three years, JCPI compounded at +5.06% per year against +17.24% for VXUS. Across the full 4-year window we track, VXUS has the edge at +4.66% annualized vs +2.77%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 5.2% for JCPI. 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 -7.8% for JCPI and -39.9% for VXUS. 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JCPI charges 0.25% per year while VXUS charges 0.05%. On a $10,000 position that is $25 vs $5 annually, a gap of $20 per year that compounds over a long holding period. On income, JCPI currently yields 3.81% against 2.60% for VXUS.
Holdings Overlap
JCPI and VXUS share 0 holdings out of 8304 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JCPI or VXUS?
JCPI has an expense ratio of 0.25% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $20 per year of difference.
Which performed better, JCPI or VXUS?
Over the past year JCPI returned +2.85% vs +27.13% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), JCPI annualized +2.77% vs +4.66% for VXUS. Past performance does not guarantee future results.
Which is riskier, JCPI or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 5.2% for JCPI. Worst drawdown: JCPI -7.8% vs VXUS -39.9%.
Should I hold both JCPI and VXUS?
JCPI and VXUS have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JCPI and VXUS?
JCPI and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 8304 unique securities.
Which pays a higher dividend, JCPI or VXUS?
JCPI yields 3.81% while VXUS yields 2.60%, so JCPI currently pays the higher dividend yield.
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