JCPB vs VOO
JPMorgan Core Plus Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. JCPB offers more diversification with 1708 holdings.
Side-by-Side Comparison
| Metric | JCPB | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.38% | 0.03% | |
| AUM | $14.0B | $979.0B | |
| Dividend Yield | 4.94% | 1.09% | |
| Holdings | 2,596 | 509 | |
| YTD Return | +0.24% | +14.48% | |
| 1Y Return | +2.77% | +22.02% | |
| 3Y Return (annualized) | +5.46% | +21.80% | |
| 5Y Return (annualized) | +0.78% | +13.36% | |
| Volatility (annualized) | 5.5% | 14.2% | |
| Max Drawdown | -17.7% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 28, 2019 | Sep 7, 2010 |
JCPB vs VOO Performance
JPMorgan Core Plus Bond ETF (JCPB) 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 JCPB returned +2.77% while VOO returned +22.02%. Year to date, JCPB is up 0.24% versus a gain of 14.48% for VOO.
Over three years, JCPB compounded at +5.46% per year against +21.80% for VOO; over five years the annualized figures are +0.78% and +13.36% respectively. Across the full 8-year window we track, VOO has the edge at +13.61% annualized vs +1.80%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 5.5% for JCPB. 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 -17.7% for JCPB 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JCPB charges 0.38% per year while VOO charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, JCPB currently yields 4.94% against 1.09% for VOO.
Holdings Overlap
JCPB and VOO share 1 holdings out of 2212 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in JCPB | Weight in VOO | Difference |
|---|---|---|---|
| AON | 0.00% | 0.11% | 0.11% |
Frequently Asked Questions
Which is cheaper, JCPB or VOO?
JCPB has an expense ratio of 0.38% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, JCPB or VOO?
Over the past year JCPB returned +2.77% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), JCPB annualized +1.80% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, JCPB or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 5.5% for JCPB. Worst drawdown: JCPB -17.7% vs VOO -34.3%.
Should I hold both JCPB and VOO?
JCPB and VOO have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JCPB and VOO?
JCPB and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 2212 unique securities.
Which pays a higher dividend, JCPB or VOO?
JCPB yields 4.94% while VOO yields 1.09%, so JCPB currently pays the higher dividend yield.
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