JPEM vs VOO
JPMorgan Diversified Return Emerging Markets Equity ETF vs Vanguard S&P 500 ETF
Which is better, JPEM or VOO?
VOO has been ahead.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. JPEM is less concentrated, with 11.0% of the fund in its ten largest positions against 37.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | JPEM | VOO |
|---|---|---|
| Expense Ratio | 0.44% | 0.03%Best |
| AUM | $399M | $997.4B |
| Dividend Yield | 4.27% | 1.04% |
| Holdings | 588 | 509 |
| YTD Return | +10.03% | +14.14%Best |
| 1Y Return | +15.68% | +17.31%Best |
| 3Y Return (annualized) | +14.10% | +23.16%Best |
| 5Y Return (annualized) | +7.48% | +13.85%Best |
| Volatility (annualized) | 15.0%Tie | 15.0%Tie |
| Max Drawdown | -43.8% | -34.3%Best |
| $10,000 over 5 years | $14,343 | $19,128Best |
| Top 10 Weight | 11.0%Best | 37.6% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 7, 2015 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Jan 9, 2015 to Sep 21, 2026 (11.7 years).
JPEM vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 11.7 years both funds cover.
JPEM vs VOO Performance
JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) is an ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year JPEM returned +15.68% while VOO returned +17.31%. Year to date, JPEM is up 10.03% versus a gain of 14.14% for VOO.
Over three years, JPEM compounded at +14.10% per year against +23.16% for VOO; over five years the annualized figures are +7.48% and +13.85% respectively. Across the full 12-year window we track, VOO has the edge at +12.85% annualized vs +4.44%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPEM and VOO have been equally volatile, both at 15.0% annualized.
The deepest peak-to-trough decline in our data was -43.8% for JPEM and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
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 4.27% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 549 holdings in JPEM and 494 in VOO, totalling 99.2% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 549 positions we hold weights for in JPEM and 494 in VOO, against full books of 588 and 509.
What only one of them owns
Our book lists 487 positions for VOO that do not appear in our book for JPEM (99.2% of the fund), and 11 for JPEM that do not appear in VOO (3.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of JPEM and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $41 a year on a $10,000 investment.
Which performed better, JPEM or VOO?
Over the past year JPEM returned +15.68% vs +17.31% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (12 years), JPEM annualized +4.44% vs +12.85% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JPEM or VOO?
JPEM and VOO have been equally volatile, both at 15.0% annualized. 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 their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, JPEM or VOO?
JPEM yields 4.27% while VOO yields 1.04%, so JPEM currently pays the higher dividend yield.
Is VOO better than JPEM?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. JPEM is less concentrated, with 11.0% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.