JIVE vs VOO

Quick Verdict

VOO has a lower expense ratio. JIVE delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: JIVEMore Diversified: VOO

Side-by-Side Comparison

MetricJIVEVOOWinner
Expense Ratio0.55%0.03%
AUM$3.4B$979.0B
Dividend Yield1.57%1.09%
Holdings365509
YTD Return+19.99%+13.72%
1Y Return+37.36%+21.63%
3Y Return (annualized)+29.55%+21.55%
5Y Return (annualized)+29.55%+13.26%
Volatility (annualized)280.8%14.1%
Max Drawdown-89.1%-34.3%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionSep 13, 2023Sep 7, 2010

JIVE vs VOO Performance

JPMorgan International Value ETF (JIVE) 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 JIVE returned +37.36% while VOO returned +21.63%. Year to date, JIVE is up 19.99% versus a gain of 13.72% for VOO.

Over three years, JIVE compounded at +29.55% per year against +21.55% for VOO; over five years the annualized figures are +29.55% and +13.26% respectively. Across the full 15-year window we track, JIVE has the edge at +14.03% annualized vs +13.56%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JIVE has been the more volatile fund, with annualized monthly volatility of 280.8% 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 -89.1% for JIVE 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 -0.15. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JIVE charges 0.55% per year while VOO charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, JIVE currently yields 1.57% against 1.09% for VOO.

Holdings Overlap

0.1%overlap

JIVE and VOO share 3 holdings out of 838 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JIVEWeight in VOODifference
DTEG.N:BE0.66%0.05%0.61%
IP0.12%0.03%0.09%
KR0.00%0.05%0.05%

Frequently Asked Questions

Which is cheaper, JIVE or VOO?

JIVE has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

Which performed better, JIVE or VOO?

Over the past year JIVE returned +37.36% vs +21.63% for VOO, so JIVE leads on 1-year performance. Over the longest common window we track (15 years), JIVE annualized +14.03% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, JIVE or VOO?

JIVE has been the more volatile fund at 280.8% annualized versus 14.1% for VOO. Worst drawdown: JIVE -89.1% vs VOO -34.3%.

Should I hold both JIVE and VOO?

JIVE and VOO have a monthly-return correlation of -0.15, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JIVE and VOO?

JIVE and VOO share 3 common holdings with a 0.1% weight overlap. Combined, they hold 838 unique securities.

Which pays a higher dividend, JIVE or VOO?

JIVE yields 1.57% while VOO yields 1.09%, so JIVE currently pays the higher dividend yield.

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