JGRO vs VOO
JPMorgan Active Growth ETF vs Vanguard S&P 500 ETF
Which is better, JGRO or VOO?
Large Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 49.2%.
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
| Metric | JGRO | VOO |
|---|---|---|
| Expense Ratio | 0.44% | 0.03%Best |
| AUM | $9.8B | $997.4B |
| Dividend Yield | 0.15% | 1.04% |
| Holdings | 132 | 509 |
| YTD Return | +4.53% | +13.21%Best |
| 1Y Return | +4.18% | +17.37%Best |
| 3Y Return (annualized) | +21.65% | +22.66%Best |
| 5Y Return (annualized) | - | +13.14% |
| Volatility (annualized) | 17.0% | 14.2%Best |
| Max Drawdown | -22.7% | -18.7%Best |
| $10,000 over 4.1 years | $19,622 | $19,698Best |
| Top 10 Weight | 49.2% | 37.6%Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Aug 8, 2022 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Aug 9, 2022 to Sep 24, 2026 (4.1 years).
JGRO 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 4.1 years both funds cover.
JGRO vs VOO Performance
JPMorgan Active Growth ETF (JGRO) 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 JGRO returned +4.18% while VOO returned +17.37%. Year to date, JGRO is up 4.53% versus a gain of 13.21% for VOO.
Over three years, JGRO compounded at +21.65% per year against +22.66% for VOO. Across the full 4-year window we track, VOO has the edge at +17.98% annualized vs +17.87%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JGRO has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 14.2% 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 -22.7% for JGRO 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JGRO charges 0.44% per year while VOO charges 0.03%. On a $10,000 position that is $44 vs $3 annually, a gap of $41 per year that compounds over a long holding period. On income, JGRO currently yields 0.15% against 1.04% for VOO.
Holdings Overlap
85.0% of JGRO's money is in holdings VOO also owns. 61.0% of VOO's money is in holdings JGRO also owns.
Most of JGRO is already inside VOO. Owning both mostly buys the same companies twice.
92 positions in common, counted across the 132 positions we hold weights for in JGRO and 494 in VOO, against full books of 132 and 509.
What only one of them owns
Our book lists 395 positions for VOO that do not appear in our book for JGRO (38.1% of the fund), and 33 for JGRO that do not appear in VOO (12.9%).
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
| Stock | Weight in JGRO | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 12.49% | 7.55% | 4.94% |
| GOOGAlphabet Inc | 10.60% | 2.62% | 7.98% |
| AAPLApple, Inc | 5.32% | 7.05% | 1.73% |
| MSFTMicrosoft Corp | 3.35% | 5.36% | 2.01% |
| AVGOBroadcom Inc | 4.72% | 2.86% | 1.86% |
| AMZNAmazon.Com Inc | 1.39% | 4.13% | 2.74% |
| METAMeta Platforms Inc | 2.08% | 1.90% | 0.18% |
| MUMicron Technology, Inc. | 2.51% | 1.44% | 1.07% |
| AMDAdvanced Micro Devices Inc | 2.58% | 1.21% | 1.37% |
| LLYEli Lilly & Co. | 2.30% | 1.41% | 0.89% |
85.0% of JGRO 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JGRO or VOO?
JGRO has an expense ratio of 0.44% while VOO charges 0.03%. VOO is the cheaper option, by $41 a year on a $10,000 investment.
Which performed better, JGRO or VOO?
Over the past year JGRO returned +4.18% vs +17.37% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), JGRO annualized +17.87% vs +17.98% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JGRO or VOO?
JGRO has been the more volatile fund at 17.0% annualized versus 14.2% for VOO. Worst drawdown: JGRO -22.7% vs VOO -18.7%.
Should I hold both JGRO and VOO?
JGRO and VOO have a monthly-return correlation of 0.91, 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 JGRO and VOO?
85.0% of JGRO's money is in holdings VOO also owns. 61.0% of VOO's is in holdings JGRO also owns. They hold 92 positions in common, counted across the 132 positions we hold weights for in JGRO and 494 in VOO.
Which pays a higher dividend, JGRO or VOO?
JGRO yields 0.15% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than JGRO?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 49.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.