JDIV vs. VTI

Last updated Jun 24, 2026

JDIV (JPMorgan Dividend Leaders ETF) and VTI (Vanguard Total Stock Market ETF) are both exchange-traded funds - JDIV is a Global Equities fund actively managed by JPMorgan, while VTI is a Large Cap Blend Equities fund tracking the CRSP US Total Market Index. JDIV is actively managed, while VTI is passively managed. Over the past year, JDIV returned 12.26% vs 24.22% for VTI. Their correlation of 0.86 suggests significant overlap in exposure. JDIV charges 0.47%/yr vs 0.03%/yr for VTI.

Performance

JDIV vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Dividend Leaders ETF (JDIV) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JDIV achieves a 3.84% return, which is significantly lower than VTI's 8.82% return.

JDIV

• 1D: -2.28%
• 1M: -0.99%
• YTD: 3.84%
• 6M: 3.70%
• 1Y: 12.26%
• 3Y*: —
• 5Y*: —
• 10Y*: —

VTI

• 1D: -1.39%
• 1M: -0.84%
• YTD: 8.82%
• 6M: 7.71%
• 1Y: 24.22%
• 3Y*: 20.62%
• 5Y*: 11.90%
• 10Y*: 15.14%

*Multi-year figures are annualized to reflect compound growth (CAGR)

JDIV vs. VTI - Yearly Performance Comparison

	2026 (YTD)	2025	2024
JDIV JPMorgan Dividend Leaders ETF	3.84%	18.98%	-5.07%
VTI Vanguard Total Stock Market ETF	8.82%	17.10%	3.44%

Correlation

The correlation between JDIV and VTI is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.86
Correlation (All Time) Calculated using the full available price history since Sep 26, 2024	0.86

The correlation between JDIV and VTI has been stable across timeframes, ranging from 0.86 to 0.86 - a consistent structural relationship.

JDIV vs. VTI - Sectors Allocation Comparison

Sectors	JDIV	VTI
Technology	23.9%	37.0%
Financial Services	16.0%	11.3%
Healthcare	10.2%	9.0%
Consumer Cyclical	7.7%	9.7%
Industrials	7.1%	9.4%
Communication Services	6.5%	9.8%
Energy	4.1%	3.3%
Utilities	3.4%	2.1%
Basic Materials	1.7%	1.9%
Consumer Defensive	1.5%	4.3%
Real Estate	1.3%	2.3%

Return for Risk

JDIV vs. VTI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JDIV

JDIV Risk / Return Rank: 30
JDIV Sharpe Ratio Rank: 30
JDIV Sortino Ratio Rank: 28
JDIV Omega Ratio Rank: 29
JDIV Calmar Ratio Rank: 29
JDIV Martin Ratio Rank: 36

VTI

VTI Risk / Return Rank: 59
VTI Sharpe Ratio Rank: 58
VTI Sortino Ratio Rank: 56
VTI Omega Ratio Rank: 57
VTI Calmar Ratio Rank: 57
VTI Martin Ratio Rank: 68

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JDIV vs. VTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Dividend Leaders ETF (JDIV) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	JDIV	VTI	Difference
Sharpe ratio: Return per unit of total volatility	1.00	1.90	-0.90
Sortino ratio: Return per unit of downside risk	1.45	2.59	-1.14
Omega ratio: Gain probability vs. loss probability	1.19	1.34	-0.15
Calmar ratio: Return relative to maximum drawdown	1.33	2.73	-1.40
Martin ratio: Return relative to average drawdown	5.20	12.14	-6.94

JDIV vs. VTI - Sharpe Ratio Comparison

The current JDIV Sharpe Ratio is 1.00, which is lower than the VTI Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of JDIV and VTI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

JDIV vs. VTI - Drawdown Comparison

The maximum JDIV drawdown since its inception was -13.34%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for JDIV and VTI.

Drawdown Indicators

	JDIV	VTI	Difference
Max Drawdown Largest peak-to-trough decline	-13.34%	-55.45%	+42.11%
Max Drawdown (1Y) Largest decline over 1 year	-9.28%	-8.92%	-0.36%
Max Drawdown (3Y) Largest decline over 3 years	—	-19.30%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.36%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.00%	—
Current Drawdown Current decline from peak	-2.64%	-2.85%	+0.21%
Average Drawdown Average peak-to-trough decline	-1.99%	-8.01%	+6.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.36%	2.00%	+0.36%

Volatility

JDIV vs. VTI - Volatility Comparison

JPMorgan Dividend Leaders ETF (JDIV) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.76% and 4.95%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JDIV	VTI	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.76%	4.95%	-0.19%
Volatility (6M) Calculated over the trailing 6-month period	10.28%	10.05%	+0.23%
Volatility (1Y) Calculated over the trailing 1-year period	12.35%	12.83%	-0.48%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.28%	17.51%	-3.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.28%	18.32%	-4.04%

JDIV vs. VTI - Expense Ratio Comparison

JDIV has a 0.47% expense ratio, which is higher than VTI's 0.03% expense ratio.

Dividends

JDIV vs. VTI - Dividend Comparison

JDIV's dividend yield for the trailing twelve months is around 2.11%, more than VTI's 1.04% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JDIV JPMorgan Dividend Leaders ETF	2.11%	2.15%	0.36%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VTI Vanguard Total Stock Market ETF	1.04%	1.12%	1.27%	1.44%	1.66%	1.21%	1.42%	1.78%	2.04%	1.71%	1.92%	1.98%

Frequently Asked Questions

Can I hold both JDIV and VTI in my portfolio?

JDIV and VTI have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, JDIV or VTI?

VTI has higher volatility (4.95%) compared to JDIV (4.76%). In terms of maximum drawdown, JDIV dropped -13.34% vs VTI's -55.45%.

Which ETF is better, JDIV or VTI?

On 1-year performance, VTI leads with 24.22% vs 12.26% for JDIV. On fees, VTI is cheaper at 0.03% per year. On volatility, JDIV has been the lower-risk option at 4.76%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, JDIV or VTI?

Over the 1-year period, VTI has performed better with a 24.22% return vs 12.26%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, JDIV or VTI?

VTI is cheaper with a 0.03% expense ratio, compared with 0.47% for JDIV.

Which ETF pays a higher dividend yield, JDIV or VTI?

JDIV has the higher dividend yield at 2.11%, compared with 1.04% for VTI.

What is the main difference between JDIV and VTI?

JDIV is categorized as Global Equities, while VTI is Large Cap Blend Equities. They also come from different issuers: JPMorgan and Vanguard. Their fees differ too: 0.47% for JDIV and 0.03% for VTI.

Which has better risk-adjusted returns?

VTI currently has the higher Sharpe Ratio (1.90 vs 1.00), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.