JGRO vs VOO
JPMorgan Active Growth ETF 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 | JGRO | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.44% | 0.03% | |
| AUM | $9.4B | $979.0B | |
| Dividend Yield | 0.09% | 1.09% | |
| Holdings | 120 | 509 | |
| YTD Return | +3.80% | +13.72% | |
| 1Y Return | +6.95% | +21.63% | |
| 3Y Return (annualized) | +20.20% | +21.55% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 17.2% | 14.1% | |
| Max Drawdown | -22.7% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 8, 2022 | Sep 7, 2010 |
JGRO vs VOO Performance
JPMorgan Active Growth ETF (JGRO) 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 JGRO returned +6.95% while VOO returned +21.63%. Year to date, JGRO is up 3.80% versus a gain of 13.72% for VOO.
Over three years, JGRO compounded at +20.20% per year against +21.55% for VOO. Across the full 4-year window we track, JGRO has the edge at +18.24% annualized vs +13.56%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JGRO has been the more volatile fund, with annualized monthly volatility of 17.2% 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 -22.7% for JGRO 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 0.92. 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 0.09% against 1.09% for VOO.
Holdings Overlap
JGRO and VOO share 87 holdings out of 546 unique holdings combined, representing a 47.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $41 per year of difference.
Which performed better, JGRO or VOO?
Over the past year JGRO returned +6.95% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), JGRO annualized +18.24% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, JGRO or VOO?
JGRO has been the more volatile fund at 17.2% annualized versus 14.1% for VOO. Worst drawdown: JGRO -22.7% vs VOO -34.3%.
Should I hold both JGRO and VOO?
JGRO and VOO have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between JGRO and VOO?
JGRO and VOO share 87 common holdings with a 47.1% weight overlap. Combined, they hold 546 unique securities.
Which pays a higher dividend, JGRO or VOO?
JGRO yields 0.09% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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