JPEF vs VOO
JPMorgan Equity Focus 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 509 holdings.
Side-by-Side Comparison
| Metric | JPEF | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.44% | 0.03% | |
| AUM | $2.1B | $997.4B | |
| Dividend Yield | 0.65% | 1.08% | |
| Holdings | 42 | 509 | |
| YTD Return | +11.25% | +14.27% | |
| 1Y Return | +15.38% | +21.79% | |
| 3Y Return (annualized) | +20.24% | +22.19% | |
| 5Y Return (annualized) | - | +13.28% | |
| Volatility (annualized) | 12.6% | 14.2% | |
| Max Drawdown | -18.1% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 10, 2023 | Sep 7, 2010 |
JPEF vs VOO Performance
JPMorgan Equity Focus ETF (JPEF) 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 JPEF returned +15.38% while VOO returned +21.79%. Year to date, JPEF is up 11.25% versus a gain of 14.27% for VOO.
Over three years, JPEF compounded at +20.24% per year against +22.19% for VOO. Across the full 3-year window we track, JPEF has the edge at +18.77% annualized vs +13.59%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 12.6% for JPEF. 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 -18.1% for JPEF 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JPEF charges 0.44% per year while VOO charges 0.03%. On a $10,000 position that is $44 vs $3 annually, a gap of $41 per year that compounds over a long holding period. On income, JPEF currently yields 0.65% against 1.08% for VOO.
Holdings Overlap
JPEF and VOO share 36 holdings out of 510 unique holdings combined, representing a 39.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JPEF or VOO?
JPEF has an expense ratio of 0.44% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, JPEF or VOO?
Over the past year JPEF returned +15.38% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), JPEF annualized +18.77% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, JPEF or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 12.6% for JPEF. Worst drawdown: JPEF -18.1% vs VOO -34.3%.
Should I hold both JPEF and VOO?
JPEF and VOO have a monthly-return correlation of 0.98, 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 JPEF and VOO?
JPEF and VOO share 36 common holdings with a 39.9% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, JPEF or VOO?
JPEF yields 0.65% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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