JLQD vs VOO

JLQD vs VOO

Which is better, JLQD or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: 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

MetricJLQDVOO
Expense Ratio0.20%0.03%Best
AUM$14M$997.4B
Dividend Yield6.00%1.04%
Holdings152509
YTD Return-1.47%+12.37%Best
1Y Return-0.55%+16.61%Best
3Y Return (annualized)+5.55%+21.37%Best
5Y Return (annualized)-0.24%+13.49%Best
Volatility (annualized)7.8%Best15.7%
Max Drawdown-21.2%Best-24.5%
$10,000 over 5 years$9,881$18,827Best
Fund FamilyJanus Henderson InvestorsVanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionSep 8, 2021Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2021 to Sep 18, 2026 (5 years).

JLQD 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 5 years both funds cover.

JLQD vs VOO Performance

Janus Henderson Corporate Bond ETF (JLQD) is an ETF from Janus Henderson Investors and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year JLQD returned -0.55% while VOO returned +16.61%. Year to date, JLQD is down 1.47% versus a gain of 12.37% for VOO.

Over three years, JLQD compounded at +5.55% per year against +21.37% for VOO; over five years the annualized figures are -0.24% and +13.49% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 7.8% for JLQD. 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 -21.2% for JLQD and -24.5% 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JLQD charges 0.20% per year while VOO charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, JLQD currently yields 6.00% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 81 holdings in JLQD and 494 in VOO, totalling 53.6% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 81 positions we hold weights for in JLQD and 494 in VOO, against full books of 152 and 509.

You are not choosing between two funds in isolation.

Whichever of JLQD and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JLQDVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JLQD or VOO?

JLQD has an expense ratio of 0.20% while VOO charges 0.03%. VOO is the cheaper option, by $17 a year on a $10,000 investment.

Which performed better, JLQD or VOO?

Over the past year JLQD returned -0.55% vs +16.61% 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, JLQD or VOO?

VOO has been the more volatile fund at 15.7% annualized versus 7.8% for JLQD. Worst drawdown: JLQD -21.2% vs VOO -24.5%.

Should I hold both JLQD and VOO?

JLQD and VOO have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, JLQD or VOO?

JLQD yields 6.00% while VOO yields 1.04%, so JLQD currently pays the higher dividend yield.

Is VOO better than JLQD?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.