JMM vs VOO

JMM vs VOO

Which is better, JMM or VOO?

Diversified Sectoral Bond against Large Cap Blend.

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

MetricJMMVOO
Expense Ratio1.58%0.03%Best
AUM-$997.4B
Dividend Yield5.46%1.04%
Holdings310509
YTD Return-3.33%+13.31%Best
1Y Return-6.08%+17.07%Best
3Y Return (annualized)+5.35%+22.72%Best
5Y Return (annualized)+0.00%+13.19%Best
Volatility (annualized)9.6%Best14.1%
Max Drawdown-40.4%-34.3%Best
$10,000 over 5 years$10,000$18,580Best
Fund FamilyNuveenVanguard (US)
CategoryFixed IncomeEquity
StyleDiversified Sectoral BondLarge Cap Blend
InceptionDec 30, 1988Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 23, 2026 (16 years).

JMM 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.

JMM vs VOO Performance

Nuveen Multi-Market Income Fund (JMM) is an ETF from Nuveen and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year JMM returned -6.08% while VOO returned +17.07%. Year to date, JMM is down 3.33% versus a gain of 13.31% for VOO.

Over three years, JMM compounded at +5.35% per year against +22.72% for VOO; over five years the annualized figures are +0.00% and +13.19% respectively. Across the full 16-year window we track, VOO has the edge at +13.43% annualized vs -0.67%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 9.6% for JMM. 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 -40.4% for JMM and -34.3% 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 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

JMM charges 1.58% per year while VOO charges 0.03%. On a $10,000 position that is $158 vs $3 annually, a gap of $155 per year that compounds over a long holding period. On income, JMM currently yields 5.46% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 15 holdings in JMM and 494 in VOO, totalling 2.8% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 304 days apart, JMM as of Sep 30, 2025 and VOO as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 15 positions we hold weights for in JMM and 494 in VOO, against full books of 310 and 509.

You are not choosing between two funds in isolation.

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

JMMVOO

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Frequently Asked Questions

Which is cheaper, JMM or VOO?

JMM has an expense ratio of 1.58% while VOO charges 0.03%. VOO is the cheaper option, by $155 a year on a $10,000 investment.

Which performed better, JMM or VOO?

Over the past year JMM returned -6.08% vs +17.07% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), JMM annualized -0.67% vs +13.43% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JMM or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 9.6% for JMM. Worst drawdown: JMM -40.4% vs VOO -34.3%.

Should I hold both JMM and VOO?

JMM and VOO have a monthly-return correlation of 0.56, 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, JMM or VOO?

JMM yields 5.46% while VOO yields 1.04%, so JMM currently pays the higher dividend yield.

Is VOO better than JMM?

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.