JPHY vs VOO
JPHY vs VOO
JPMorgan Active High Yield 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 | JPHY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $2.2B | $979.0B | |
| Dividend Yield | 1.69% | 1.09% | |
| Holdings | 519 | 509 | |
| YTD Return | +2.25% | +13.80% | |
| 1Y Return | +5.51% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 1.6% | 14.1% | |
| Max Drawdown | -1.6% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 24, 2025 | Sep 7, 2010 |
JPHY vs VOO Performance
JPMorgan Active High Yield ETF (JPHY) 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 JPHY returned +5.51% while VOO returned +23.71%. Year to date, JPHY is up 2.25% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 1.6% for JPHY. 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 -1.6% for JPHY 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JPHY charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, JPHY currently yields 1.69% against 1.09% for VOO.
Holdings Overlap
JPHY and VOO share 0 holdings out of 916 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, JPHY or VOO?
JPHY has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, JPHY or VOO?
Over the past year JPHY returned +5.51% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), JPHY annualized +5.74% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, JPHY or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 1.6% for JPHY. Worst drawdown: JPHY -1.6% vs VOO -34.3%.
Should I hold both JPHY and VOO?
JPHY and VOO have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPHY and VOO?
JPHY and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 916 unique securities.
Which pays a higher dividend, JPHY or VOO?
JPHY yields 1.69% while VOO yields 1.09%, so JPHY currently pays the higher dividend yield.
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