JPAN vs VXUS
Matthews Japan Active ETF vs Vanguard Total International Stock ETF
Which is better, JPAN or VXUS?
Large Cap Growth against Large Cap Blend.
VXUS has a lower expense ratio. JPAN led over 1Y, 3Y and the full window.
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
| Metric | JPAN | VXUS |
|---|---|---|
| Expense Ratio | 0.79% | 0.05%Best |
| AUM | $10M | $163.2B |
| Dividend Yield | 4.24% | 2.34% |
| Holdings | 103 | 8,844 |
| YTD Return | +18.95%Best | +10.00% |
| 1Y Return | +25.38%Best | +17.01% |
| 3Y Return (annualized) | +24.34%Best | +19.55% |
| 5Y Return (annualized) | - | +8.55% |
| Volatility (annualized) | 14.5% | 11.9%Best |
| Max Drawdown | -15.2% | -13.6%Best |
| $10,000 over 3.1 years | $18,518Best | $16,938 |
| Fund Family | Matthews Asia Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Sep 21, 2023 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Sep 22, 2023 to Oct 14, 2026 (3.1 years).
JPAN vs VXUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.1 years both funds cover.
JPAN vs VXUS Performance
Matthews Japan Active ETF (JPAN) is an ETF from Matthews Asia Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year JPAN returned +25.38% while VXUS returned +17.01%. Year to date, JPAN is up 18.95% versus a gain of 10.00% for VXUS.
Over three years, JPAN compounded at +24.34% per year against +19.55% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPAN has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 11.9% 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 -15.2% for JPAN and -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JPAN charges 0.79% per year while VXUS charges 0.05%. On a $10,000 position that is $79 vs $5 annually, a gap of $74 per year that compounds over a long holding period. On income, JPAN currently yields 4.24% against 2.34% for VXUS.
Holdings Overlap
At least 66.8% of JPAN's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 91.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
32 positions in common, counted across the 51 positions we hold weights for in JPAN and 8,425 in VXUS, against full books of 103 and 8,844.
Top Shared Holdings
| Stock | Weight in JPAN | Weight in VXUS | Difference |
|---|---|---|---|
| 8306:JPMitsubishi Ufj Financial Group, Inc. | 4.62% | 0.54% | 4.08% |
| 8316:JPSumitomo Mitsui Financial Group Inc. Shs | 4.36% | 0.34% | 4.02% |
| 6501:JPHitachi Ltd | 3.98% | 0.33% | 3.65% |
| 6857:JPAdvantest Corp | 3.94% | 0.33% | 3.61% |
| 8035:JPTokyo Electron Ltd. Com Stk | 3.87% | 0.34% | 3.53% |
| 6758:JPSony Group Corp. | 3.69% | 0.32% | 3.37% |
| 8053:JPSumitomo Corp | 2.79% | 0.10% | 2.69% |
| 6752:JPPanasonic Corp | 2.74% | 0.14% | 2.60% |
| 285A:JPKioxia Holdings Corp | 2.56% | 0.23% | 2.33% |
| 6701:JPNec Corp | 2.64% | 0.08% | 2.56% |
66.8% of JPAN is already inside VXUS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JPAN or VXUS?
JPAN has an expense ratio of 0.79% while VXUS charges 0.05%. VXUS is the cheaper option, by $74 a year on a $10,000 investment.
Which performed better, JPAN or VXUS?
Over the past year JPAN returned +25.38% vs +17.01% for VXUS, so JPAN leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JPAN or VXUS?
JPAN has been the more volatile fund at 14.5% annualized versus 11.9% for VXUS. Worst drawdown: JPAN -15.2% vs VXUS -13.6%.
Should I hold both JPAN and VXUS?
JPAN and VXUS have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JPAN and VXUS?
At least 66.8% of JPAN's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 32 positions in common, counted across the 51 positions we hold weights for in JPAN and 8,425 in VXUS.
Which pays a higher dividend, JPAN or VXUS?
JPAN yields 4.24% while VXUS yields 2.34%, so JPAN currently pays the higher dividend yield.
Is VXUS better than JPAN?
VXUS has a lower expense ratio. JPAN led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.