JMOM vs VXUS
JMOM vs VXUS
JPMorgan US Momentum Factor ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. JMOM delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | JMOM | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.05% | |
| AUM | $2.5B | $156.5B | |
| Dividend Yield | 0.86% | 2.60% | |
| Holdings | 280 | 8,747 | |
| YTD Return | +22.99% | +14.57% | |
| 1Y Return | +31.41% | +27.82% | |
| 3Y Return (annualized) | +26.50% | +19.27% | |
| 5Y Return (annualized) | +14.39% | +9.28% | |
| Volatility (annualized) | 17.6% | 15.1% | |
| Max Drawdown | -34.3% | -39.9% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 8, 2017 | Jan 26, 2011 |
JMOM vs VXUS Performance
JPMorgan US Momentum Factor ETF (JMOM) 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 JMOM returned +31.41% while VXUS returned +27.82%. Year to date, JMOM is up 22.99% versus a gain of 14.57% for VXUS.
Over three years, JMOM compounded at +26.50% per year against +19.27% for VXUS; over five years the annualized figures are +14.39% and +9.28% respectively. Across the full 9-year window we track, JMOM has the edge at +15.69% annualized vs +4.86%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JMOM has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 15.1% 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 -34.3% for JMOM 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JMOM charges 0.12% per year while VXUS charges 0.05%. On a $10,000 position that is $12 vs $5 annually, a gap of $7 per year that compounds over a long holding period. On income, JMOM currently yields 0.86% against 2.60% for VXUS.
Holdings Overlap
JMOM and VXUS share 3 holdings out of 8132 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, JMOM or VXUS?
JMOM has an expense ratio of 0.12% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $7 per year of difference.
Which performed better, JMOM or VXUS?
Over the past year JMOM returned +31.41% vs +27.82% for VXUS, so JMOM leads on 1-year performance. Over the longest common window we track (9 years), JMOM annualized +15.69% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, JMOM or VXUS?
JMOM has been the more volatile fund at 17.6% annualized versus 15.1% for VXUS. Worst drawdown: JMOM -34.3% vs VXUS -39.9%.
Should I hold both JMOM and VXUS?
JMOM and VXUS have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JMOM and VXUS?
JMOM and VXUS share 3 common holdings with a 0.0% weight overlap. Combined, they hold 8132 unique securities.
Which pays a higher dividend, JMOM or VXUS?
JMOM yields 0.86% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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