JLVP vs VOO

JLVP vs VOO

Which is better, JLVP or VOO?

Large Cap Value against Large Cap Blend.

VOO has a lower expense ratio.

Lower Fees: 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

MetricJLVPVOO
Expense Ratio1.05%0.03%Best
AUM$29M$1.0T
Dividend Yield0.00%1.05%
Holdings342519
YTD Return+4.64%+11.07%Best
1Y Return-+11.71%
3Y Return (annualized)-+21.10%
5Y Return (annualized)-+11.55%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJul 30, 2026Sep 7, 2010

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

JLVP 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

JLVP vs VOO Performance

JPMorgan US Large Cap Value Plus ETF (JLVP) is an ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, JLVP is up 4.64% versus a gain of 11.07% for VOO.

Past performance does not guarantee future results.

Fees and Cost Over Time

JLVP charges 1.05% per year while VOO charges 0.03%. On a $10,000 position that is $105 vs $3 annually, a gap of $102 per year that compounds over a long holding period. On income, JLVP currently yields 0.00% against 1.05% for VOO.

Holdings Overlap

VOO already in JLVP52.0%

At least 52.0% of VOO's money is in holdings JLVP also owns.

Only one direction is shown: for JLVP, our book for it lists positions totalling 137.5% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.

The two portfolios partly overlap.

118 positions in common, counted across the 170 positions we hold weights for in JLVP and 506 in VOO, against full books of 342 and 519.

Top Shared Holdings

StockWeight in JLVPWeight in VOODifference
AAPLApple Inc6.10%7.38%1.28%
MSFTMicrosoft Corp7.01%5.78%1.23%
AMZNAmazon.Com Inc8.97%3.71%5.26%
NVDANvidia Corp0.72%8.39%7.67%
METAMeta Platforms Inc2.99%2.43%0.56%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity3.32%1.41%1.91%
GOOGAlphabet Inc. C1.93%2.45%0.52%
XOMExxonmobil Corp.2.51%1.02%1.49%
UNHUnitedhealth Group Incorporated2.48%0.50%1.98%
BACBank of America Corp.: Financials2.19%0.54%1.65%

52.0% of VOO is already inside JLVP.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

JLVPVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JLVP or VOO?

JLVP has an expense ratio of 1.05% while VOO charges 0.03%. VOO is the cheaper option, by $102 a year on a $10,000 investment.

What is the holdings overlap between JLVP and VOO?

At least 52.0% of VOO's money is in holdings JLVP also owns. Our book for JLVP is partial, so the real figure is this or higher. They hold 118 positions in common, counted across the 170 positions we hold weights for in JLVP and 506 in VOO.

Which pays a higher dividend, JLVP or VOO?

JLVP yields 0.00% while VOO yields 1.05%, so VOO currently pays the higher dividend yield.

Is VOO better than JLVP?

VOO has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.