JUST vs VTI

Quick Verdict

VTI has a lower expense ratio. JUST delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: JUSTMore Diversified: VTI

Side-by-Side Comparison

MetricJUSTVTIWinner
Expense Ratio0.20%0.03%
AUM$550M$663.5B
Dividend Yield0.96%1.07%
Holdings4673,543
YTD Return+15.35%+13.92%
1Y Return+25.43%+24.07%
3Y Return (annualized)+21.29%+20.88%
5Y Return (annualized)+12.98%+12.47%
Volatility (annualized)16.8%15.3%
Max Drawdown-33.8%-56.6%
Fund FamilyGoldman Sachs Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionJun 7, 2018May 24, 2001

JUST vs VTI Performance

Goldman Sachs JUST US Large Cap Equity ETF (JUST) is a ETF from Goldman Sachs Asset Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JUST returned +25.43% while VTI returned +24.07%. Year to date, JUST is up 15.35% versus a gain of 13.92% for VTI.

Over three years, JUST compounded at +21.29% per year against +20.88% for VTI; over five years the annualized figures are +12.98% and +12.47% respectively. Across the full 8-year window we track, JUST has the edge at +14.18% annualized vs +8.13%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JUST has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 15.3% for VTI. 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 -33.8% for JUST 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

JUST charges 0.20% per year while VTI charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, JUST currently yields 0.96% against 1.07% for VTI.

Holdings Overlap

72.2%overlap

JUST and VTI share 410 holdings out of 2833 unique holdings combined, representing a 72.2% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in JUSTWeight in VTIDifference
NVDA7.71%6.32%1.39%
AAPL8.14%5.84%2.30%
MSFT4.84%3.81%1.03%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
MUProProPro
JPMProProPro
LLYProProPro
See all 10 holdings JUST shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, JUST or VTI?

JUST has an expense ratio of 0.20% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, JUST or VTI?

Over the past year JUST returned +25.43% vs +24.07% for VTI, so JUST leads on 1-year performance. Over the longest common window we track (8 years), JUST annualized +14.18% vs +8.13% for VTI. Past performance does not guarantee future results.

Which is riskier, JUST or VTI?

JUST has been the more volatile fund at 16.8% annualized versus 15.3% for VTI. Worst drawdown: JUST -33.8% vs VTI -56.6%.

Should I hold both JUST and VTI?

JUST and VTI have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between JUST and VTI?

JUST and VTI share 410 common holdings with a 72.2% weight overlap. Combined, they hold 2833 unique securities.

Which pays a higher dividend, JUST or VTI?

JUST yields 0.96% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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