JANW vs VOO

JANW vs VOO

Which is better, JANW or VOO?

Multi Alternative against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.91.

Lower Fees: VOOHigher Returns: VOO

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

MetricJANWVOO
Expense Ratio0.74%0.03%Best
AUM$351M$997.4B
Dividend Yield0.00%1.04%
Holdings5509
YTD Return+6.59%+12.37%Best
1Y Return+9.58%+16.61%Best
3Y Return (annualized)+10.54%+21.37%Best
5Y Return (annualized)+8.50%+13.49%Best
Volatility (annualized)5.7%Best15.1%
Max Drawdown-9.7%Best-24.5%
$10,000 over 5 years$15,037$18,827Best
Fund FamilyAllianzIMVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionDec 31, 2020Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 4, 2021 to Sep 18, 2026 (5.7 years).

JANW vs VOO 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 5.7 years both funds cover.

JANW vs VOO Performance

AllianzIM US Equity Buffer20 Jan ETF (JANW) is an ETF from AllianzIM and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year JANW returned +9.58% while VOO returned +16.61%. Year to date, JANW is up 6.59% versus a gain of 12.37% for VOO.

Over three years, JANW compounded at +10.54% per year against +21.37% for VOO; over five years the annualized figures are +8.50% and +13.49% respectively. Across the full 6-year window we track, VOO has the edge at +15.17% annualized vs +8.44%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 5.7% for JANW. 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 -9.7% for JANW and -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

JANW charges 0.74% per year while VOO charges 0.03%. On a $10,000 position that is $74 vs $3 annually, a gap of $71 per year that compounds over a long holding period. On income, JANW currently yields 0.00% against 1.04% for VOO.

You are not choosing between two funds in isolation.

Whichever of JANW and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JANWVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JANW or VOO?

JANW has an expense ratio of 0.74% while VOO charges 0.03%. VOO is the cheaper option, by $71 a year on a $10,000 investment.

Which performed better, JANW or VOO?

Over the past year JANW returned +9.58% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), JANW annualized +8.44% vs +15.17% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JANW or VOO?

VOO has been the more volatile fund at 15.1% annualized versus 5.7% for JANW. Worst drawdown: JANW -9.7% vs VOO -24.5%.

Should I hold both JANW and VOO?

JANW and VOO have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, JANW or VOO?

JANW yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than JANW?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.