JPIB vs VXUS
JPIB vs VXUS
JPMorgan International Bond Opportunities 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 | JPIB | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.05% | |
| AUM | $2.1B | $156.5B | |
| Dividend Yield | 4.67% | 2.60% | |
| Holdings | 993 | 8,747 | |
| YTD Return | +0.42% | +11.13% | |
| 1Y Return | +3.62% | +27.13% | |
| 3Y Return (annualized) | +5.80% | +17.24% | |
| 5Y Return (annualized) | +2.69% | +8.71% | |
| Volatility (annualized) | 5.0% | 15.1% | |
| Max Drawdown | -14.6% | -39.9% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Apr 5, 2017 | Jan 26, 2011 |
JPIB vs VXUS Performance
JPMorgan International Bond Opportunities ETF (JPIB) 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 JPIB returned +3.62% while VXUS returned +27.13%. Year to date, JPIB is up 0.42% versus a gain of 11.13% for VXUS.
Over three years, JPIB compounded at +5.80% per year against +17.24% for VXUS; over five years the annualized figures are +2.69% and +8.71% respectively. Across the full 9-year window we track, VXUS has the edge at +4.66% annualized vs +1.84%. 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 5.0% for JPIB. 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 -14.6% for JPIB 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JPIB charges 0.50% per year while VXUS charges 0.05%. On a $10,000 position that is $50 vs $5 annually, a gap of $45 per year that compounds over a long holding period. On income, JPIB currently yields 4.67% against 2.60% for VXUS.
Holdings Overlap
JPIB and VXUS share 2 holdings out of 8198 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in JPIB | Weight in VXUS | Difference |
|---|---|---|---|
| ARGENT 4.125 07/09/3 | 0.28% | 0.00% | 0.28% |
| SOGN:PA | 0.09% | 0.14% | 0.05% |
Frequently Asked Questions
Which is cheaper, JPIB or VXUS?
JPIB has an expense ratio of 0.50% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $45 per year of difference.
Which performed better, JPIB or VXUS?
Over the past year JPIB returned +3.62% vs +27.13% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), JPIB annualized +1.84% vs +4.66% for VXUS. Past performance does not guarantee future results.
Which is riskier, JPIB or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 5.0% for JPIB. Worst drawdown: JPIB -14.6% vs VXUS -39.9%.
Should I hold both JPIB and VXUS?
JPIB and VXUS have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPIB and VXUS?
JPIB and VXUS share 2 common holdings with a 0.1% weight overlap. Combined, they hold 8198 unique securities.
Which pays a higher dividend, JPIB or VXUS?
JPIB yields 4.67% while VXUS yields 2.60%, so JPIB currently pays the higher dividend yield.
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