JEMB vs VOO

JEMB vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricJEMBVOOWinner
Expense Ratio0.52%0.03%
AUM$476M$997.4B
Dividend Yield6.95%1.08%
Holdings343509
YTD Return+3.29%+14.27%
1Y Return+7.37%+21.79%
3Y Return (annualized)-+22.19%
5Y Return (annualized)-+13.28%
Volatility (annualized)5.6%14.2%
Max Drawdown-5.4%-34.3%
Fund FamilyJanus Henderson InvestorsVanguard (US)
CategoryFixed IncomeEquity
InceptionAug 13, 2024Sep 7, 2010

JEMB vs VOO Performance

Janus Henderson Emerging Markets Debt Hard Currency ETF (JEMB) is a ETF from Janus Henderson Investors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JEMB returned +7.37% while VOO returned +21.79%. Year to date, JEMB is up 3.29% versus a gain of 14.27% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 5.6% for JEMB. 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 -5.4% for JEMB 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JEMB charges 0.52% per year while VOO charges 0.03%. On a $10,000 position that is $52 vs $3 annually, a gap of $49 per year that compounds over a long holding period. On income, JEMB currently yields 6.95% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

JEMB and VOO share 0 holdings out of 601 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, JEMB or VOO?

JEMB has an expense ratio of 0.52% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $49 per year of difference.

Which performed better, JEMB or VOO?

Over the past year JEMB returned +7.37% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), JEMB annualized +9.54% vs +13.59% for VOO. Past performance does not guarantee future results.

Which is riskier, JEMB or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 5.6% for JEMB. Worst drawdown: JEMB -5.4% vs VOO -34.3%.

Should I hold both JEMB and VOO?

JEMB and VOO have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JEMB and VOO?

JEMB and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 601 unique securities.

Which pays a higher dividend, JEMB or VOO?

JEMB yields 6.95% while VOO yields 1.08%, so JEMB currently pays the higher dividend yield.

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