JGLO vs VOO

JGLO vs VOO

Which is better, JGLO or VOO?

Nearly the same fund. VOO costs less.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 40.5%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricJGLOVOO
Expense Ratio0.47%0.03%Best
AUM$6.7B$997.4B
Dividend Yield1.13%1.08%
Holdings90509
YTD Return+8.57%+13.37%Best
1Y Return+12.39%+20.08%Best
3Y Return (annualized)+16.47%+21.29%Best
5Y Return (annualized)-+12.89%
Volatility (annualized)10.9%Best12.4%
Max Drawdown-16.1%Best-18.7%
$10,000 over 3 years$15,799$17,883Best
Top 10 Weight40.5%36.4%Best
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 13, 2023Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 14, 2023 to Sep 4, 2026 (3 years).

JGLO vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3 years both funds cover.

JGLO vs VOO Performance

JPMorgan Global Select Equity ETF (JGLO) is an ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year JGLO returned +12.39% while VOO returned +20.08%. Year to date, JGLO is up 8.57% versus a gain of 13.37% for VOO.

Over three years, JGLO compounded at +16.47% per year against +21.29% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.4% compared with 10.9% for JGLO. 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 -16.1% for JGLO and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

JGLO 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, JGLO currently yields 1.13% against 1.08% for VOO.

Holdings Overlap

JGLO already in VOO70.3%
VOO already in JGLO45.3%

70.3% of JGLO's money is in holdings VOO also owns. 45.3% of VOO's money is in holdings JGLO also owns.

Most of JGLO is already inside VOO. Owning both mostly buys the same companies twice.

45 positions in common, counted across the 77 positions we hold weights for in JGLO and 505 in VOO, against full books of 90 and 509.

What only one of them owns

Our book lists 452 positions for VOO that do not appear in our book for JGLO (54.2% of the fund), and 3 for JGLO that do not appear in VOO (3.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in JGLOWeight in VOODifference
NVDANvidia Corp.7.95%7.51%0.44%
MSFTMicrosoft Corp 4.100 Feb 06 376.14%4.30%1.84%
AAPLApple, Inc3.29%6.59%3.30%
AMZNAmazon.Com Inc5.07%3.62%1.45%
GOOGLAlphabet Inc.Class A4.12%3.25%0.87%
AVGOBroadcom Inc1.36%2.77%1.41%
MAMastercard Inc3.22%0.64%2.58%
METAMeta Platform Inc 1.79%1.92%0.13%
JNJJohnson & Johnson - Common2.74%0.95%1.79%
NEENextera Energy Inc2.49%0.28%2.21%

70.3% of JGLO is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

JGLOVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JGLO or VOO?

JGLO has an expense ratio of 0.47% while VOO charges 0.03%. VOO is the cheaper option, by $44 a year on a $10,000 investment.

Which performed better, JGLO or VOO?

Over the past year JGLO returned +12.39% vs +20.08% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JGLO or VOO?

VOO has been the more volatile fund at 12.4% annualized versus 10.9% for JGLO. Worst drawdown: JGLO -16.1% vs VOO -18.7%.

Should I hold both JGLO and VOO?

JGLO and VOO have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between JGLO and VOO?

70.3% of JGLO's money is in holdings VOO also owns. 45.3% of VOO's is in holdings JGLO also owns. They hold 45 positions in common, counted across the 77 positions we hold weights for in JGLO and 505 in VOO.

Which pays a higher dividend, JGLO or VOO?

JGLO yields 1.13% while VOO yields 1.08%, so JGLO currently pays the higher dividend yield.

Is VOO better than JGLO?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 40.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.