JPEM vs VOO
JPMorgan Diversified Return Emerging Markets Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. JPEM offers more diversification with 517 holdings.
Side-by-Side Comparison
| Metric | JPEM | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.44% | 0.03% | |
| AUM | $385M | $979.0B | |
| Dividend Yield | 4.71% | 1.09% | |
| Holdings | 574 | 509 | |
| YTD Return | +9.31% | +13.79% | |
| 1Y Return | +19.96% | +23.01% | |
| 3Y Return (annualized) | +14.02% | +21.78% | |
| 5Y Return (annualized) | +7.20% | +13.39% | |
| Volatility (annualized) | 15.1% | 14.1% | |
| Max Drawdown | -43.8% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 7, 2015 | Sep 7, 2010 |
JPEM vs VOO Performance
JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) 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 JPEM returned +19.96% while VOO returned +23.01%. Year to date, JPEM is up 9.31% versus a gain of 13.79% for VOO.
Over three years, JPEM compounded at +14.02% per year against +21.78% for VOO; over five years the annualized figures are +7.20% and +13.39% respectively. Across the full 12-year window we track, VOO has the edge at +13.57% annualized vs +4.43%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPEM has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -43.8% for JPEM 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JPEM 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, JPEM currently yields 4.71% against 1.09% for VOO.
Holdings Overlap
JPEM and VOO share 0 holdings out of 1022 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, JPEM or VOO?
JPEM 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, JPEM or VOO?
Over the past year JPEM returned +19.96% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (12 years), JPEM annualized +4.43% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, JPEM or VOO?
JPEM has been the more volatile fund at 15.1% annualized versus 14.1% for VOO. Worst drawdown: JPEM -43.8% vs VOO -34.3%.
Should I hold both JPEM and VOO?
JPEM and VOO have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPEM and VOO?
JPEM and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1022 unique securities.
Which pays a higher dividend, JPEM or VOO?
JPEM yields 4.71% while VOO yields 1.09%, so JPEM currently pays the higher dividend yield.
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