JADE vs VOO
JPMorgan Active Developing Markets Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. JADE delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | JADE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $29M | $979.0B | |
| Dividend Yield | 1.10% | 1.09% | |
| Holdings | 155 | 509 | |
| YTD Return | +20.67% | +13.79% | |
| 1Y Return | +44.30% | +23.01% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 15.3% | 14.1% | |
| Max Drawdown | -16.7% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 16, 2024 | Sep 7, 2010 |
JADE vs VOO Performance
JPMorgan Active Developing Markets Equity ETF (JADE) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JADE returned +44.30% while VOO returned +23.01%. Year to date, JADE is up 20.67% versus a gain of 13.79% for VOO.
Risk: Volatility and Drawdowns
JADE has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.1% for VOO. 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 -16.7% for JADE and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JADE charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, JADE currently yields 1.10% against 1.09% for VOO.
Holdings Overlap
JADE and VOO share 1 holdings out of 639 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in JADE | Weight in VOO | Difference |
|---|---|---|---|
| MPWR | 0.35% | 0.11% | 0.24% |
Frequently Asked Questions
Which is cheaper, JADE or VOO?
JADE has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, JADE or VOO?
Over the past year JADE returned +44.30% vs +23.01% for VOO, so JADE leads on 1-year performance. Over the longest common window we track (2 years), JADE annualized +25.97% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, JADE or VOO?
JADE has been the more volatile fund at 15.3% annualized versus 14.1% for VOO. Worst drawdown: JADE -16.7% vs VOO -34.3%.
Should I hold both JADE and VOO?
JADE and VOO have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JADE and VOO?
JADE and VOO share 1 common holdings with a 0.1% weight overlap. Combined, they hold 639 unique securities.
Which pays a higher dividend, JADE or VOO?
JADE yields 1.10% while VOO yields 1.09%, so JADE currently pays the higher dividend yield.
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