JMOM vs VOO
JPMorgan US Momentum Factor ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. JMOM delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | JMOM | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.03% | |
| AUM | $2.7B | $997.4B | |
| Dividend Yield | 0.76% | 1.08% | |
| Holdings | 298 | 509 | |
| YTD Return | +21.27% | +12.76% | |
| 1Y Return | +28.11% | +20.14% | |
| 3Y Return (annualized) | +26.48% | +21.69% | |
| 5Y Return (annualized) | +13.90% | +13.00% | |
| Volatility (annualized) | 17.6% | 14.1% | |
| Max Drawdown | -34.3% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 8, 2017 | Sep 7, 2010 |
JMOM vs VOO Performance
JPMorgan US Momentum Factor ETF (JMOM) 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 JMOM returned +28.11% while VOO returned +20.14%. Year to date, JMOM is up 21.27% versus a gain of 12.76% for VOO.
Over three years, JMOM compounded at +26.48% per year against +21.69% for VOO; over five years the annualized figures are +13.90% and +13.00% respectively. Across the full 9-year window we track, JMOM has the edge at +15.40% annualized vs +13.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JMOM has been the more volatile fund, with annualized monthly volatility of 17.6% 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 -34.3% for JMOM 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JMOM charges 0.12% per year while VOO charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, JMOM currently yields 0.76% against 1.08% for VOO.
Holdings Overlap
JMOM and VOO share 152 holdings out of 642 unique holdings combined, representing a 42.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JMOM or VOO?
JMOM has an expense ratio of 0.12% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, JMOM or VOO?
Over the past year JMOM returned +28.11% vs +20.14% for VOO, so JMOM leads on 1-year performance. Over the longest common window we track (9 years), JMOM annualized +15.40% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, JMOM or VOO?
JMOM has been the more volatile fund at 17.6% annualized versus 14.1% for VOO. Worst drawdown: JMOM -34.3% vs VOO -34.3%.
Should I hold both JMOM and VOO?
JMOM and VOO have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between JMOM and VOO?
JMOM and VOO share 152 common holdings with a 42.5% weight overlap. Combined, they hold 642 unique securities.
Which pays a higher dividend, JMOM or VOO?
JMOM yields 0.76% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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