JOJO vs VOO
JOJO vs VOO
ATAC Credit Rotation ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | JOJO | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.24% | 0.03% | |
| AUM | $5M | $979.0B | |
| Dividend Yield | 4.65% | 1.09% | |
| Holdings | 4 | 509 | |
| YTD Return | -0.63% | +13.80% | |
| 1Y Return | +2.08% | +23.71% | |
| 3Y Return (annualized) | +5.56% | +21.50% | |
| 5Y Return (annualized) | -1.12% | +13.44% | |
| Volatility (annualized) | 11.0% | 14.1% | |
| Max Drawdown | -28.3% | -34.3% | |
| Fund Family | ATAC Tactical Fund Family | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jul 15, 2021 | Sep 7, 2010 |
JOJO vs VOO Performance
ATAC Credit Rotation ETF (JOJO) is a ETF from ATAC Tactical Fund Family and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JOJO returned +2.08% while VOO returned +23.71%. Year to date, JOJO is down 0.63% versus a gain of 13.80% for VOO.
Over three years, JOJO compounded at +5.56% per year against +21.50% for VOO; over five years the annualized figures are -1.12% and +13.44% respectively. Across the full 5-year window we track, VOO has the edge at +13.58% annualized vs -1.21%. 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 11.0% for JOJO. 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 -28.3% for JOJO 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JOJO charges 1.24% per year while VOO charges 0.03%. On a $10,000 position that is $124 vs $3 annually, a gap of $121 per year that compounds over a long holding period. On income, JOJO currently yields 4.65% against 1.09% for VOO.
Holdings Overlap
JOJO and VOO share 0 holdings out of 508 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JOJO or VOO?
JOJO has an expense ratio of 1.24% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $121 per year of difference.
Which performed better, JOJO or VOO?
Over the past year JOJO returned +2.08% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), JOJO annualized -1.21% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, JOJO or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 11.0% for JOJO. Worst drawdown: JOJO -28.3% vs VOO -34.3%.
Should I hold both JOJO and VOO?
JOJO and VOO have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JOJO and VOO?
JOJO and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, JOJO or VOO?
JOJO yields 4.65% while VOO yields 1.09%, so JOJO currently pays the higher dividend yield.
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