JDIV vs VOO
JPMorgan Dividend Leaders 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 | JDIV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.03% | |
| AUM | $13M | $997.4B | |
| Dividend Yield | 1.56% | 1.08% | |
| Holdings | 98 | 509 | |
| YTD Return | +8.55% | +12.87% | |
| 1Y Return | +13.47% | +21.15% | |
| 3Y Return (annualized) | - | +20.93% | |
| 5Y Return (annualized) | - | +12.76% | |
| Volatility (annualized) | 10.4% | 14.1% | |
| Max Drawdown | -13.3% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 25, 2024 | Sep 7, 2010 |
JDIV vs VOO Performance
JPMorgan Dividend Leaders ETF (JDIV) 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 JDIV returned +13.47% while VOO returned +21.15%. Year to date, JDIV is up 8.55% versus a gain of 12.87% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 10.4% for JDIV. 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 -13.3% for JDIV 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JDIV charges 0.47% per year while VOO charges 0.03%. On a $10,000 position that is $47 vs $3 annually, a gap of $44 per year that compounds over a long holding period. On income, JDIV currently yields 1.56% against 1.08% for VOO.
Holdings Overlap
JDIV and VOO share 45 holdings out of 546 unique holdings combined, representing a 22.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JDIV or VOO?
JDIV has an expense ratio of 0.47% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, JDIV or VOO?
Over the past year JDIV returned +13.47% vs +21.15% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), JDIV annualized +11.45% vs +13.46% for VOO. Past performance does not guarantee future results.
Which is riskier, JDIV or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 10.4% for JDIV. Worst drawdown: JDIV -13.3% vs VOO -34.3%.
Should I hold both JDIV and VOO?
JDIV and VOO have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JDIV and VOO?
JDIV and VOO share 45 common holdings with a 22.3% weight overlap. Combined, they hold 546 unique securities.
Which pays a higher dividend, JDIV or VOO?
JDIV yields 1.56% while VOO yields 1.08%, so JDIV currently pays the higher dividend yield.
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