JMID 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

MetricJMIDVTIWinner
Expense Ratio0.30%0.03%
AUM$22M$663.5B
Dividend Yield0.67%1.07%
Holdings823,543
YTD Return+6.82%+11.83%
1Y Return+5.16%+21.79%
3Y Return (annualized)-+20.40%
5Y Return (annualized)-+11.96%
Volatility (annualized)17.7%15.3%
Max Drawdown-25.4%-56.6%
Fund FamilyJanus Henderson InvestorsVanguard (US)
CategoryEquityEquity
InceptionSep 17, 2024May 24, 2001

JMID vs VTI Performance

Janus Henderson Mid Cap Growth Alpha ETF (JMID) is a ETF from Janus Henderson Investors and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JMID returned +5.16% while VTI returned +21.79%. Year to date, JMID is up 6.82% versus a gain of 11.83% for VTI.

Risk: Volatility and Drawdowns

JMID has been the more volatile fund, with annualized monthly volatility of 17.7% 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 -25.4% for JMID 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JMID charges 0.30% per year while VTI charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, JMID currently yields 0.67% against 1.07% for VTI.

Holdings Overlap

3.0%overlap

JMID and VTI share 75 holdings out of 2801 unique holdings combined, representing a 3.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JMIDWeight in VTIDifference
FIX3.10%0.10%3.00%
DXCM2.41%0.04%2.37%
SNOW2.33%0.12%2.21%
TPRProProPro
TERProProPro
EXPEProProPro
DDOGProProPro
NBIXProProPro
NTAPProProPro
LITEProProPro
See all 10 holdings JMID shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime.

Frequently Asked Questions

Which is cheaper, JMID or VTI?

JMID has an expense ratio of 0.30% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

Which performed better, JMID or VTI?

Over the past year JMID returned +5.16% vs +21.79% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), JMID annualized +13.60% vs +8.06% for VTI. Past performance does not guarantee future results.

Which is riskier, JMID or VTI?

JMID has been the more volatile fund at 17.7% annualized versus 15.3% for VTI. Worst drawdown: JMID -25.4% vs VTI -56.6%.

Should I hold both JMID and VTI?

JMID and VTI have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JMID and VTI?

JMID and VTI share 75 common holdings with a 3.0% weight overlap. Combined, they hold 2801 unique securities.

Which pays a higher dividend, JMID or VTI?

JMID yields 0.67% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →