JGH vs VOO
Nuveen Global High Income Fund 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 | JGH | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 3.73% | 0.03% | |
| AUM | - | $979.0B | |
| Dividend Yield | 9.06% | 1.09% | |
| Holdings | 369 | 509 | |
| YTD Return | +6.12% | +13.44% | |
| 1Y Return | +3.83% | +22.62% | |
| 3Y Return (annualized) | +12.92% | +21.47% | |
| 5Y Return (annualized) | +5.30% | +13.27% | |
| Volatility (annualized) | 16.1% | 14.1% | |
| Max Drawdown | -48.9% | -34.3% | |
| Fund Family | Nuveen | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Nov 24, 2014 | Sep 7, 2010 |
JGH vs VOO Performance
Nuveen Global High Income Fund (JGH) is a ETF from Nuveen and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JGH returned +3.83% while VOO returned +22.62%. Year to date, JGH is up 6.12% versus a gain of 13.44% for VOO.
Over three years, JGH compounded at +12.92% per year against +21.47% for VOO; over five years the annualized figures are +5.30% and +13.27% respectively. Across the full 12-year window we track, VOO has the edge at +13.55% annualized vs +1.46%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JGH has been the more volatile fund, with annualized monthly volatility of 16.1% 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 -48.9% for JGH 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JGH charges 3.73% per year while VOO charges 0.03%. On a $10,000 position that is $373 vs $3 annually, a gap of $370 per year that compounds over a long holding period. On income, JGH currently yields 9.06% against 1.09% for VOO.
Holdings Overlap
JGH and VOO share 0 holdings out of 519 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, JGH or VOO?
JGH has an expense ratio of 3.73% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $370 per year of difference.
Which performed better, JGH or VOO?
Over the past year JGH returned +3.83% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (12 years), JGH annualized +1.46% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, JGH or VOO?
JGH has been the more volatile fund at 16.1% annualized versus 14.1% for VOO. Worst drawdown: JGH -48.9% vs VOO -34.3%.
Should I hold both JGH and VOO?
JGH and VOO have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JGH and VOO?
JGH and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 519 unique securities.
Which pays a higher dividend, JGH or VOO?
JGH yields 9.06% while VOO yields 1.09%, so JGH currently pays the higher dividend yield.
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