JCTR vs QLV

JCTR vs QLV

Which is better, JCTR or QLV?

JCTR has been ahead.

QLV has a lower expense ratio. JCTR led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91.

Lower Fees: QLVHigher Returns: JCTR

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricJCTRQLV
Expense Ratio0.15%0.08%Best
AUM$7M$171M
Dividend Yield0.94%1.50%
Holdings405125
Volatility (annualized)15.5%12.5%Best
Max Drawdown-24.8%-17.9%Best
$10,000 over 4.8 years$19,380Best$17,399
Fund FamilyJ.P. Morgan Asset ManagementNorthern Trust Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 9, 2020Jul 15, 2019

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 376 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. JCTR has data through Oct 3, 2025 and QLV through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Dec 10, 2020 to Oct 3, 2025 (4.8 years).

Compare JCTR against instead:JCTR vs SPYJCTR vs QQQJCTR vs VOOJCTR vs VTIQLV against:QLV vs VXUS

Risk: Volatility and Drawdowns

JCTR has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 12.5% for QLV. 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 -24.8% for JCTR and -17.9% for QLV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

JCTR charges 0.15% per year while QLV charges 0.08%. On a $10,000 position that is $15 vs $8 annually, a gap of $7 per year that compounds over a long holding period. On income, JCTR currently yields 0.94% against 1.50% for QLV.

You are not choosing between two funds in isolation.

Whichever of JCTR and QLV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JCTRQLV

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Frequently Asked Questions

Which is cheaper, JCTR or QLV?

JCTR has an expense ratio of 0.15% while QLV charges 0.08%. QLV is the cheaper option, by $7 a year on a $10,000 investment.

Which is riskier, JCTR or QLV?

JCTR has been the more volatile fund at 15.5% annualized versus 12.5% for QLV. Worst drawdown: JCTR -24.8% vs QLV -17.9%.

Should I hold both JCTR and QLV?

JCTR and QLV have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, JCTR or QLV?

JCTR yields 0.94% while QLV yields 1.50%, so QLV currently pays the higher dividend yield.

Is QLV better than JCTR?

QLV has a lower expense ratio. JCTR led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.