JCAL vs VOO
JPMorgan California Tax Free Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | JCAL | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.34% | 0.03% | |
| AUM | $505M | $997.4B | |
| Dividend Yield | 0.28% | 1.08% | |
| Holdings | 8 | 509 | |
| YTD Return | -0.96% | +13.20% | |
| 1Y Return | - | +21.62% | |
| 3Y Return (annualized) | - | +22.16% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -2.0% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Tax Preferred | Equity | |
| Inception | Jun 12, 2026 | Sep 7, 2010 |
JCAL vs VOO Performance
JPMorgan California Tax Free Bond ETF (JCAL) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, JCAL is down 0.96% versus a gain of 13.20% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.0% for JCAL and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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
JCAL and VOO share 0 holdings out of 513 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $31 per year of difference.
What is the holdings overlap between JCAL and VOO?
JCAL and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 513 unique securities.
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.
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