JCTR vs VOO
JCTR vs VOO
JPMorgan Carbon Transition US Equity 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 505 holdings.
Side-by-Side Comparison
| Metric | JCTR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.03% | |
| AUM | $7M | $979.0B | |
| Dividend Yield | 0.94% | 1.09% | |
| Holdings | 405 | 509 | |
| YTD Return | +13.48% | +13.80% | |
| 1Y Return | +17.99% | +23.71% | |
| 3Y Return (annualized) | +22.23% | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 15.5% | 14.1% | |
| Max Drawdown | -24.8% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 9, 2020 | Sep 7, 2010 |
JCTR vs VOO Performance
JPMorgan Carbon Transition US Equity ETF (JCTR) 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 JCTR returned +17.99% while VOO returned +23.71%. Year to date, JCTR is up 13.48% versus a gain of 13.80% for VOO.
Over three years, JCTR compounded at +22.23% per year against +21.50% for VOO. Across the full 5-year window we track, JCTR has the edge at +14.78% annualized vs +13.58%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JCTR has been the more volatile fund, with annualized monthly volatility of 15.5% 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 -24.8% for JCTR 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 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JCTR charges 0.15% per year while VOO charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, JCTR currently yields 0.94% against 1.09% for VOO.
Frequently Asked Questions
Which is cheaper, JCTR or VOO?
JCTR has an expense ratio of 0.15% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, JCTR or VOO?
Over the past year JCTR returned +17.99% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), JCTR annualized +14.78% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, JCTR or VOO?
JCTR has been the more volatile fund at 15.5% annualized versus 14.1% for VOO. Worst drawdown: JCTR -24.8% vs VOO -34.3%.
Should I hold both JCTR and VOO?
JCTR and VOO have a monthly-return correlation of 1.00, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
Which pays a higher dividend, JCTR or VOO?
JCTR yields 0.94% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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