JUSA vs. VTI

Last updated Aug 2, 2026

JUSA (JPMorgan U.S. Research Enhanced Large Cap ETF) and VTI (Vanguard Total Stock Market ETF) are both Large Cap Blend Equities funds. JUSA is actively managed, while VTI is passively managed. Over the past year, JUSA returned 20.83% vs 21.84% for VTI. Their 0.98 correlation means they have historically moved very closely together. JUSA charges 0.20%/yr vs 0.03%/yr for VTI.

Performance

JUSA vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) 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, JUSA achieves a 9.88% return, which is significantly lower than VTI's 10.49% return.

JUSA

• 1D: 0.73%
• 1M: 0.79%
• 6M: 8.34%
• YTD: 9.88%
• 1Y: 20.83%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 23.88%

VTI

• 1D: 0.53%
• 1M: -0.15%
• 6M: 8.77%
• YTD: 10.49%
• 1Y: 21.84%
• 3Y*: 18.92%
• 5Y*: 11.74%
• 10Y*: 14.63%
• ALL TIME*: 9.58%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF	$26.01M	$13.36M	$11.16M
VTI Vanguard Total Stock Market ETF	$1.06B	$1.16B	$1.24B

JUSA vs. VTI - Yearly Performance Comparison

	2026 (YTD)	2025
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF	9.88%	22.30%
VTI Vanguard Total Stock Market ETF	10.49%	25.14%

Correlation

The correlation between JUSA and VTI is 0.98 - they have historically moved very closely together. At this level, their price movements offset little of one another.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.98
Correlation (All Time) Calculated using the full available price history since Mar 14, 2025	0.98

The correlation between JUSA and VTI has been stable across timeframes, ranging from 0.98 to 0.98 - a consistent structural relationship.

JUSA vs. VTI - Sectors Allocation Comparison

Sectors	JUSA	VTI
Technology	38.4%	36.1%
Financial Services	11.5%	11.8%
Consumer Cyclical	10.3%	9.4%
Communication Services	9.8%	9.1%
Healthcare	8.9%	9.7%
Industrials	8.6%	10.2%
Consumer Defensive	3.9%	4.3%
Energy	2.9%	3.2%
Utilities	2.2%	2.2%
Real Estate	1.8%	2.3%
Basic Materials	1.8%	1.9%

Return for Risk

JUSA vs. VTI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

JUSA

JUSA Risk / Return Rank: 64
JUSA Sharpe Ratio Rank: 64
JUSA Sortino Ratio Rank: 62
JUSA Omega Ratio Rank: 62
JUSA Calmar Ratio Rank: 60
JUSA Martin Ratio Rank: 73

VTI

VTI Risk / Return Rank: 67
VTI Sharpe Ratio Rank: 67
VTI Sortino Ratio Rank: 64
VTI Omega Ratio Rank: 64
VTI Calmar Ratio Rank: 65
VTI Martin Ratio Rank: 77

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

JUSA vs. VTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) 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.

	JUSA	VTI	Difference
Sharpe ratio: Return per unit of total volatility	1.49	1.52	-0.03
Sortino ratio: Return per unit of downside risk	2.10	2.12	-0.01
Omega ratio: Gain probability vs. loss probability	1.27	1.27	0.00
Calmar ratio: Return relative to maximum drawdown	2.13	2.23	-0.10
Martin ratio: Return relative to average drawdown	9.13	9.62	-0.49

JUSA vs. VTI - Sharpe Ratio Comparison

The current JUSA Sharpe Ratio is 1.49, which is comparable to the VTI Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of JUSA 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

JUSA vs. VTI - Drawdown Comparison

The maximum JUSA drawdown since its inception was -14.02%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for JUSA and VTI.

Drawdown Indicators

	JUSA	VTI	Difference
Max Drawdown Largest peak-to-trough decline	-14.02%	-55.45%	+41.43%
Max Drawdown (1Y) Largest decline over 1 year	-8.93%	-8.92%	-0.01%
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	-0.83%	-1.36%	+0.53%
Average Drawdown Average peak-to-trough decline	-1.54%	-7.99%	+6.45%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.08%	2.07%	+0.01%

Volatility

JUSA vs. VTI - Volatility Comparison

JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) and Vanguard Total Stock Market ETF (VTI) have volatilities of 3.61% and 3.46%, 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

	JUSA	VTI	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.61%	3.46%	+0.15%
Volatility (6M) Calculated over the trailing 6-month period	10.00%	10.24%	-0.24%
Volatility (1Y) Calculated over the trailing 1-year period	12.76%	13.10%	-0.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.28%	17.51%	+0.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.28%	18.30%	-0.02%

JUSA vs. VTI - Expense Ratio Comparison

JUSA has a 0.20% expense ratio, which is higher than VTI's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

JUSA vs. VTI - Dividend Comparison

JUSA's dividend yield for the trailing twelve months is around 0.79%, less than VTI's 1.06% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF	0.79%	0.77%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VTI Vanguard Total Stock Market ETF	1.06%	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 JUSA and VTI in my portfolio?

With a correlation of 0.98, JUSA and VTI move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, JUSA or VTI?

JUSA has higher volatility (3.61%) compared to VTI (3.46%). In terms of maximum drawdown, JUSA dropped -14.02% vs VTI's -55.45%.

Which ETF is better, JUSA or VTI?

On 1-year performance, VTI leads with 21.84% vs 20.83% for JUSA. On fees, VTI is cheaper at 0.03% per year. On volatility, VTI has been the lower-risk option at 3.46%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, JUSA or VTI?

Over the 1-year period, VTI has performed better with a 21.84% return vs 20.83%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, JUSA or VTI?

VTI is cheaper with a 0.03% expense ratio, compared with 0.20% for JUSA.

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

VTI has the higher dividend yield at 1.06%, compared with 0.79% for JUSA.

What is the main difference between JUSA and VTI?

They also come from different issuers: JPMorgan and Vanguard. Their fees differ too: 0.20% for JUSA and 0.03% for VTI.

Which has better risk-adjusted returns?

VTI currently has the higher Sharpe Ratio (1.52 vs 1.49), 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.