JEMA vs VOO

JEMA vs VOO
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VOO has a lower expense ratio. JEMA delivered stronger 1-year returns. JEMA offers more diversification with 517 holdings.

Lower Fees: VOOHigher Returns: JEMAMore Diversified: JEMA

Side-by-Side Comparison

MetricJEMAVOOWinner
Expense Ratio0.34%0.03%
AUM$1.7B$997.4B
Dividend Yield2.41%1.08%
Holdings517509
YTD Return+22.78%+12.25%
1Y Return+43.20%+20.92%
3Y Return (annualized)+23.85%+21.79%
5Y Return (annualized)+8.39%+13.05%
Volatility (annualized)17.8%14.1%
Max Drawdown-39.5%-34.3%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionMar 10, 2021Sep 7, 2010

JEMA vs VOO Performance

JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) 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 JEMA returned +43.20% while VOO returned +20.92%. Year to date, JEMA is up 22.78% versus a gain of 12.25% for VOO.

Over three years, JEMA compounded at +23.85% per year against +21.79% for VOO; over five years the annualized figures are +8.39% and +13.05% respectively. Across the full 5-year window we track, VOO has the edge at +13.45% annualized vs +6.52%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JEMA has been the more volatile fund, with annualized monthly volatility of 17.8% 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 -39.5% for JEMA 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JEMA 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, JEMA currently yields 2.41% against 1.08% for VOO.

Holdings Overlap

0.1%overlap

JEMA and VOO share 1 holdings out of 964 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JEMAWeight in VOODifference
MPWR0.08%0.11%0.03%

Frequently Asked Questions

Which is cheaper, JEMA or VOO?

JEMA 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.

Which performed better, JEMA or VOO?

Over the past year JEMA returned +43.20% vs +20.92% for VOO, so JEMA leads on 1-year performance. Over the longest common window we track (5 years), JEMA annualized +6.52% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, JEMA or VOO?

JEMA has been the more volatile fund at 17.8% annualized versus 14.1% for VOO. Worst drawdown: JEMA -39.5% vs VOO -34.3%.

Should I hold both JEMA and VOO?

JEMA and VOO have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JEMA and VOO?

JEMA and VOO share 1 common holdings with a 0.1% weight overlap. Combined, they hold 964 unique securities.

Which pays a higher dividend, JEMA or VOO?

JEMA yields 2.41% while VOO yields 1.08%, so JEMA currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free