JNEU vs VOO

JNEU vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricJNEUVOOWinner
Expense Ratio0.74%0.03%
AUM$40M$997.4B
Dividend Yield0.00%1.08%
Holdings4509
YTD Return+10.31%+12.25%
1Y Return+16.59%+20.92%
3Y Return (annualized)-+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)10.9%14.1%
Max Drawdown-13.5%-34.3%
Fund FamilyAllianzIMVanguard (US)
CategoryAlternativeEquity
InceptionMay 31, 2024Sep 7, 2010

JNEU vs VOO Performance

AllianzIM US Equity Buffer15 Uncapped Jun ETF (JNEU) is a ETF from AllianzIM and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JNEU returned +16.59% while VOO returned +20.92%. Year to date, JNEU is up 10.31% versus a gain of 12.25% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 10.9% for JNEU. 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 -13.5% for JNEU 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

JNEU charges 0.74% per year while VOO charges 0.03%. On a $10,000 position that is $74 vs $3 annually, a gap of $71 per year that compounds over a long holding period. On income, JNEU currently yields 0.00% against 1.08% for VOO.

Frequently Asked Questions

Which is cheaper, JNEU or VOO?

JNEU has an expense ratio of 0.74% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which performed better, JNEU or VOO?

Over the past year JNEU returned +16.59% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), JNEU annualized +14.18% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, JNEU or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 10.9% for JNEU. Worst drawdown: JNEU -13.5% vs VOO -34.3%.

Should I hold both JNEU and VOO?

JNEU and VOO have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

Which pays a higher dividend, JNEU or VOO?

JNEU yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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