JPLD vs VXUS
JPLD vs VXUS
JPMorgan Limited Duration 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 | JPLD | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.05% | |
| AUM | $4.0B | $156.5B | |
| Dividend Yield | 4.24% | 2.60% | |
| Holdings | 670 | 8,747 | |
| YTD Return | +1.62% | +11.13% | |
| 1Y Return | +4.12% | +27.13% | |
| 3Y Return (annualized) | +5.76% | +17.24% | |
| 5Y Return (annualized) | - | +8.71% | |
| Volatility (annualized) | 1.5% | 15.1% | |
| Max Drawdown | -1.2% | -39.9% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jul 28, 2023 | Jan 26, 2011 |
JPLD vs VXUS Performance
JPMorgan Limited Duration Bond ETF (JPLD) 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 JPLD returned +4.12% while VXUS returned +27.13%. Year to date, JPLD is up 1.62% versus a gain of 11.13% for VXUS.
Over three years, JPLD compounded at +5.76% per year against +17.24% for VXUS. Across the full 3-year window we track, JPLD has the edge at +5.78% annualized vs +4.66%. 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 1.5% for JPLD. 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 -1.2% for JPLD 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JPLD charges 0.24% per year while VXUS charges 0.05%. On a $10,000 position that is $24 vs $5 annually, a gap of $19 per year that compounds over a long holding period. On income, JPLD currently yields 4.24% against 2.60% for VXUS.
Holdings Overlap
JPLD and VXUS share 0 holdings out of 8041 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, JPLD or VXUS?
JPLD has an expense ratio of 0.24% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $19 per year of difference.
Which performed better, JPLD or VXUS?
Over the past year JPLD returned +4.12% vs +27.13% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), JPLD annualized +5.78% vs +4.66% for VXUS. Past performance does not guarantee future results.
Which is riskier, JPLD or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 1.5% for JPLD. Worst drawdown: JPLD -1.2% vs VXUS -39.9%.
Should I hold both JPLD and VXUS?
JPLD and VXUS have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPLD and VXUS?
JPLD and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 8041 unique securities.
Which pays a higher dividend, JPLD or VXUS?
JPLD yields 4.24% while VXUS yields 2.60%, so JPLD currently pays the higher dividend yield.
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