JIRE vs VOO
JPMorgan International Research Enhanced Equity 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 509 holdings.
Side-by-Side Comparison
| Metric | JIRE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.03% | |
| AUM | $11.4B | $997.4B | |
| Dividend Yield | 2.68% | 1.08% | |
| Holdings | 222 | 509 | |
| YTD Return | +11.56% | +12.25% | |
| 1Y Return | +19.43% | +20.92% | |
| 3Y Return (annualized) | +18.61% | +21.79% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 15.2% | 14.1% | |
| Max Drawdown | -16.1% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 10, 2022 | Sep 7, 2010 |
JIRE vs VOO Performance
JPMorgan International Research Enhanced Equity ETF (JIRE) 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 JIRE returned +19.43% while VOO returned +20.92%. Year to date, JIRE is up 11.56% versus a gain of 12.25% for VOO.
Over three years, JIRE compounded at +18.61% per year against +21.79% for VOO. Across the full 4-year window we track, JIRE has the edge at +17.29% annualized vs +13.45%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JIRE has been the more volatile fund, with annualized monthly volatility of 15.2% 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 -16.1% for JIRE 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JIRE charges 0.24% per year while VOO charges 0.03%. On a $10,000 position that is $24 vs $3 annually, a gap of $21 per year that compounds over a long holding period. On income, JIRE currently yields 2.68% against 1.08% for VOO.
Holdings Overlap
JIRE and VOO share 0 holdings out of 705 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, JIRE or VOO?
JIRE has an expense ratio of 0.24% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, JIRE or VOO?
Over the past year JIRE returned +19.43% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), JIRE annualized +17.29% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, JIRE or VOO?
JIRE has been the more volatile fund at 15.2% annualized versus 14.1% for VOO. Worst drawdown: JIRE -16.1% vs VOO -34.3%.
Should I hold both JIRE and VOO?
JIRE and VOO have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JIRE and VOO?
JIRE and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 705 unique securities.
Which pays a higher dividend, JIRE or VOO?
JIRE yields 2.68% while VOO yields 1.08%, so JIRE currently pays the higher dividend yield.
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