JCAL vs VOO

JCAL vs VOO

Which is better, JCAL or VOO?

Municipal Bond against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y.

Lower Fees: VOOHigher Returns (1Y): 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

MetricJCALVOO
Expense Ratio0.34%0.03%Best
AUM$502M$997.4B
Dividend Yield0.28%1.08%
Holdings311509
YTD Return-2.21%+12.74%Best
1Y Return-+19.43%
3Y Return (annualized)-+21.18%
5Y Return (annualized)-+12.76%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Blend
InceptionJun 12, 2026Sep 7, 2010

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

JCAL 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

JCAL vs VOO Performance

JPMorgan California Tax Free Bond ETF (JCAL) is an ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, JCAL is down 2.21% versus a gain of 12.74% for VOO.

Past performance does not guarantee future results.

Fees and Cost Over Time

JCAL charges 0.34% per year while VOO charges 0.03%. On a $10,000 position that is $34 vs $3 annually, a gap of $31 per year that compounds over a long holding period. On income, JCAL currently yields 0.28% against 1.08% for VOO.

Holdings Overlap

We hold position weights for 8 holdings in JCAL and 504 in VOO, totalling 2.5% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 8 positions we hold weights for in JCAL and 504 in VOO, against full books of 311 and 509.

You are not choosing between two funds in isolation.

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

JCALVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JCAL or VOO?

JCAL has an expense ratio of 0.34% while VOO charges 0.03%. VOO is the cheaper option, by $31 a year on a $10,000 investment.

Which pays a higher dividend, JCAL or VOO?

JCAL yields 0.28% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

Is VOO better than JCAL?

VOO has a lower expense ratio. VOO led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.