JPME vs VXUS
JPME vs VXUS
JPMorgan Diversified Return US Mid Cap Equity 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 | JPME | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.05% | |
| AUM | $470M | $156.5B | |
| Dividend Yield | 2.01% | 2.60% | |
| Holdings | 357 | 8,747 | |
| YTD Return | +17.53% | +13.57% | |
| 1Y Return | +24.56% | +28.78% | |
| 3Y Return (annualized) | +14.67% | +18.63% | |
| 5Y Return (annualized) | +9.59% | +9.05% | |
| Volatility (annualized) | 16.5% | 15.1% | |
| Max Drawdown | -41.0% | -39.9% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 11, 2016 | Jan 26, 2011 |
JPME vs VXUS Performance
JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) 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 JPME returned +24.56% while VXUS returned +28.78%. Year to date, JPME is up 17.53% versus a gain of 13.57% for VXUS.
Over three years, JPME compounded at +14.67% per year against +18.63% for VXUS; over five years the annualized figures are +9.59% and +9.05% respectively. Across the full 10-year window we track, JPME has the edge at +10.81% annualized vs +4.80%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPME has been the more volatile fund, with annualized monthly volatility of 16.5% 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 -41.0% for JPME 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JPME 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, JPME currently yields 2.01% against 2.60% for VXUS.
Holdings Overlap
JPME and VXUS share 7 holdings out of 8202 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 JPME | Weight in VXUS | Difference |
|---|---|---|---|
| BG | 0.38% | 0.03% | 0.35% |
| AM | 0.37% | 0.02% | 0.35% |
| HBAN | 0.32% | 0.05% | 0.27% |
| KR | Pro | Pro | Pro |
| BEPC | Pro | Pro | Pro |
| EGP | Pro | Pro | Pro |
| QGEN:AS | Pro | Pro | Pro |
See all 7 holdings JPME shares with VXUS 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, JPME or VXUS?
JPME 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, JPME or VXUS?
Over the past year JPME returned +24.56% vs +28.78% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (10 years), JPME annualized +10.81% vs +4.80% for VXUS. Past performance does not guarantee future results.
Which is riskier, JPME or VXUS?
JPME has been the more volatile fund at 16.5% annualized versus 15.1% for VXUS. Worst drawdown: JPME -41.0% vs VXUS -39.9%.
Should I hold both JPME and VXUS?
JPME and VXUS have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPME and VXUS?
JPME and VXUS share 7 common holdings with a 0.1% weight overlap. Combined, they hold 8202 unique securities.
Which pays a higher dividend, JPME or VXUS?
JPME yields 2.01% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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