JSCP vs VTI
JSCP vs VTI
JPMorgan Short Duration Core Plus ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | JSCP | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.33% | 0.03% | |
| AUM | $1.7B | $663.5B | |
| Dividend Yield | 4.75% | 1.07% | |
| Holdings | 1,209 | 3,543 | |
| YTD Return | +0.57% | +11.83% | |
| 1Y Return | +2.86% | +21.79% | |
| 3Y Return (annualized) | +5.41% | +20.40% | |
| 5Y Return (annualized) | +2.35% | +11.96% | |
| Volatility (annualized) | 3.0% | 15.3% | |
| Max Drawdown | -8.9% | -56.6% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Mar 1, 2021 | May 24, 2001 |
JSCP vs VTI Performance
JPMorgan Short Duration Core Plus ETF (JSCP) is a ETF from J.P. Morgan Asset Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JSCP returned +2.86% while VTI returned +21.79%. Year to date, JSCP is up 0.57% versus a gain of 11.83% for VTI.
Over three years, JSCP compounded at +5.41% per year against +20.40% for VTI; over five years the annualized figures are +2.35% and +11.96% respectively. Across the full 5-year window we track, VTI has the edge at +8.06% annualized vs +2.31%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 3.0% for JSCP. 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 -8.9% for JSCP 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JSCP charges 0.33% per year while VTI charges 0.03%. On a $10,000 position that is $33 vs $3 annually, a gap of $30 per year that compounds over a long holding period. On income, JSCP currently yields 4.75% against 1.07% for VTI.
Holdings Overlap
JSCP and VTI share 0 holdings out of 3440 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, JSCP or VTI?
JSCP has an expense ratio of 0.33% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $30 per year of difference.
Which performed better, JSCP or VTI?
Over the past year JSCP returned +2.86% vs +21.79% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), JSCP annualized +2.31% vs +8.06% for VTI. Past performance does not guarantee future results.
Which is riskier, JSCP or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 3.0% for JSCP. Worst drawdown: JSCP -8.9% vs VTI -56.6%.
Should I hold both JSCP and VTI?
JSCP and VTI have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JSCP and VTI?
JSCP and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 3440 unique securities.
Which pays a higher dividend, JSCP or VTI?
JSCP yields 4.75% while VTI yields 1.07%, so JSCP currently pays the higher dividend yield.
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