JCPB vs VSS
Comparison between JPMORGAN CORE PLUS BOND ETF (JCPB, ETF) and VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES (VSS, ETF).
5-Year PerformanceVSS has outperformed JCPB, delivering a return of +6.0% compared to +0.8%
JCPB vs VSS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JCPB
$14B
VSS
$14B
Expense Ratio
JCPB
0.37%
Winner
VSS
0.06%
Max Drawdown
Winner
JCPB
22.96%
VSS
46.80%
Sharpe Ratio
JCPB
-0.13
Winner
VSS
0.98
5Y Beta
Winner
JCPB
0.05
VSS
0.71
5Y Dividends CAGR
JCPB
5.61%
Winner
VSS
19.88%
JCPB vs VSS - Holdings Comparison
JCPB and VSS have 0 common holdings. Overlap is 0.00%
JCPB's top 25 holdings weight is 40.80%. VSS's top 25 holdings weight is 5.25%.
| Rank | JCPB | VSS |
|---|---|---|
| #1 | n/a (n/a) - 7.61% | WSP GLOBAL INC (WSPOF) - 0.70% |
| #2 | n/a (n/a) - 4.59% | ARC RESOURCES LTD (AETUF) - 0.35% |
| #3 | UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21% | EMERA INC (EMRAF) - 0.35% |
| #4 | n/a (n/a) - 2.95% | GFL ENVIRONMENTAL INC (GFL) - 0.32% |
| #5 | n/a (n/a) - 2.90% | ATKINSREALIS GROUP INC (SNCAF) - 0.30% |
| #6 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31% | STANTEC INC (STN) - 0.29% |
| #7 | FREMF MORTGAGE TRUST 0% (n/a) - 1.84% | CAE INC (CAE) - 0.26% |
| #8 | n/a (n/a) - 1.80% | OPEN TEXT CORP (OTEX) - 0.24% |
| #9 | n/a (n/a) - 1.35% | PAN AMERICAN SILVER CORP (PAAS) - 0.24% |
| #10 | UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24% | GILDAN ACTIVEWEAR INC (GIL) - 0.24% |
| #11 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20% | ALAMOS GOLD INC CLASS A (AGI) - 0.24% |
| #12 | n/a (n/a) - 1.09% | FIRSTSERVICE CORP ORDINARY SHARES (FSV) - 0.23% |
| #13 | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09% | WEST FRASER TIMBER CO.LTD (WFG) - 0.21% |
| #14 | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90% | n/a (CIGI) - 0.19% |
| #15 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74% | n/a (BIPC) - 0.15% |
| #16 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71% | n/a (BEPC) - 0.12% |
| #17 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70% | ALGONQUIN POWER & UTILITIES CORP (AQN) - 0.11% |
| #18 | UNITED STATES TREASURY BONDS 3% (n/a) - 0.68% | OSISKO GOLD ROYALTIES LTD (OR) - 0.11% |
| #19 | UNITED STATES TREASURY BONDS 4% (n/a) - 0.68% | NEXGEN ENERGY LTD (NXE) - 0.11% |
| #20 | n/a (n/a) - 0.67% | HUDBAY MINERALS INC (HBM) - 0.10% |
| #21 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59% | VEREN INC (VRN) - 0.10% |
| #22 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54% | BAUSCH HEALTH COMPANIES INC (BHC) - 0.08% |
| #23 | OTCBA FINRA CASH AT BROKER (n/a) - 0.52% | ATS CORP (ATS) - 0.08% |
| #24 | UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50% | BLACKBERRY LTD (BB) - 0.07% |
| #25 | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39% | BAYTEX ENERGY CORP (BTE) - 0.06% |
| Total Holdings | 1670 | 28 |
JCPB vs VSS - Historical Returns
Returns include dividend reinvestment.
1M
JCPB
-0.20%
Winner
VSS
+3.36%
3M
Winner
JCPB
-0.13%
VSS
-0.43%
6M
JCPB
-0.17%
Winner
VSS
+3.57%
1Y
JCPB
+3.34%
Winner
VSS
+19.79%
5Y(CAGR)
JCPB
+0.83%
Winner
VSS
+6.00%
10Y(CAGR)
JCPB
N/A
VSS
+8.01%
Max(CAGR)
JCPB
+2.68%
Winner
VSS
+9.89%
JCPB vs VSS - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | JCPB | VSS |
|---|---|---|
| 2026 | +0.55% | +10.23% |
| 2025 | +7.95% | +29.81% |
| 2024 | +3.38% | +4.33% |
| 2023 | +6.57% | +14.93% |
| 2022 | -12.45% | -21.86% |
| 2021 | -0.46% | +12.60% |
| 2020 | +8.93% | +10.82% |
| 2019 | +7.76% | +21.27% |
| 2018 | N/A | -19.25% |
| 2017 | N/A | +29.57% |
| 2016 | N/A | +5.35% |
| 2015 | N/A | -0.05% |
| 2014 | N/A | -3.56% |
| 2013 | N/A | +14.67% |
| 2012 | N/A | +17.92% |
| 2011 | N/A | -20.23% |
| 2010 | N/A | +25.51% |
| 2009 | N/A | +60.89% |
JCPB vs VSS Drawdown Comparison
The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.
The maximum drawdown for VSS was -43.51%, occurring on Mar 23, 2020. Recovery took 719 trading sessions.
The current JCPB drawdown is -1.56%. The current VSS drawdown is -1.93%.
| Rank | JCPB | VSS |
|---|---|---|
| #1 | -16.68% Sep 14, 2021 - Aug 1, 2025 | -43.51% Jan 26, 2018 - Dec 3, 2020 |
| #2 | -6.03% Mar 6, 2020 - Jun 23, 2020 | -33.92% Sep 3, 2021 - May 23, 2025 |
| #3 | -3.48% Dec 31, 2020 - Aug 2, 2021 | -29.09% Apr 29, 2011 - Sep 18, 2013 |
| #4 | -2.71% Feb 27, 2026 - May 19, 2026 | -24.19% Jul 3, 2014 - Apr 25, 2017 |
| #5 | -2.12% Sep 5, 2019 - Oct 3, 2019 | -18.53% Apr 14, 2010 - Sep 20, 2010 |
| #6 | -1.97% Oct 7, 2019 - Jan 24, 2020 | -12.48% Jan 14, 2010 - Apr 1, 2010 |
| #7 | -1.49% Aug 4, 2020 - Nov 30, 2020 | -11.62% Feb 27, 2026 - Apr 17, 2026 |
| #8 | -1.05% Oct 28, 2025 - Nov 25, 2025 | -8.75% Jun 2, 2009 - Jul 22, 2009 |
| #9 | -0.88% Aug 3, 2021 - Sep 14, 2021 | -8.68% May 11, 2026 - Jul 29, 2026 |
| #10 | -0.83% Nov 26, 2025 - Jan 13, 2026 | -8.46% Oct 19, 2009 - Jan 4, 2010 |
| #11 | -0.71% Jul 5, 2019 - Aug 2, 2019 | -8.46% Mar 3, 2011 - Apr 1, 2011 |
| #12 | -0.68% Sep 16, 2025 - Oct 13, 2025 | -6.46% Nov 4, 2010 - Dec 13, 2010 |
| #13 | -0.65% Jan 14, 2026 - Feb 5, 2026 | -5.35% Jan 22, 2014 - Feb 13, 2014 |
| #14 | -0.56% Apr 1, 2019 - May 7, 2019 | -5.27% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -0.53% Jan 31, 2020 - Feb 10, 2020 | -5.18% Apr 16, 2009 - Apr 24, 2009 |
Correlation
Correlation between JCPB and VSS is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2009 - 2026)
JCPB vs VSS dividend yield comparison.
| Year | JCPB | VSS |
|---|---|---|
| 2026 | 2.85% | 0.54% |
| 2025 | 4.90% | 3.39% |
| 2024 | 5.16% | 3.44% |
| 2023 | 4.32% | 3.14% |
| 2022 | 3.01% | 2.30% |
| 2021 | 2.19% | 2.74% |
| 2020 | 2.97% | 1.90% |
| 2019 | 3.01% | 3.25% |
| 2018 | 0.00% | 2.80% |
| 2017 | 0.00% | 2.83% |
| 2016 | 0.00% | 2.93% |
| 2015 | 0.00% | 2.66% |
| 2014 | 0.00% | 2.67% |
| 2013 | 0.00% | 2.71% |
| 2012 | 0.00% | 2.98% |
| 2011 | 0.00% | 3.19% |
| 2010 | 0.00% | 5.91% |
| 2009 | 0.00% | 3.58% |
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