JPIN vs VOO
JPMorgan Diversified Return International Equity ETF vs Vanguard S&P 500 ETF
Which is better, JPIN or VOO?
Each has led over a different period.
VOO has a lower expense ratio. JPIN led over 1Y, VOO over 3Y, 5Y and the full window. JPIN is less concentrated, with 4.5% of the fund in its ten largest positions against 36.4%.
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 | JPIN | VOO |
|---|---|---|
| Expense Ratio | 0.37% | 0.03%Best |
| AUM | $368M | $997.4B |
| Dividend Yield | 4.09% | 1.04% |
| Holdings | 479 | 509 |
| YTD Return | +13.82%Best | +12.50% |
| 1Y Return | +18.59%Best | +17.58% |
| 3Y Return (annualized) | +19.09% | +21.27%Best |
| 5Y Return (annualized) | +8.75% | +12.95%Best |
| Volatility (annualized) | 14.0%Best | 15.0% |
| Max Drawdown | -40.3% | -34.3%Best |
| $10,000 over 5 years | $15,211 | $18,384Best |
| Top 10 Weight | 4.5%Best | 36.4% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 5, 2014 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Nov 7, 2014 to Sep 11, 2026 (11.8 years).
JPIN 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 11.8 years both funds cover.
JPIN vs VOO Performance
JPMorgan Diversified Return International Equity ETF (JPIN) 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 JPIN returned +18.59% while VOO returned +17.58%. Year to date, JPIN is up 13.82% versus a gain of 12.50% for VOO.
Over three years, JPIN compounded at +19.09% per year against +21.27% for VOO; over five years the annualized figures are +8.75% and +12.95% respectively. Across the full 12-year window we track, VOO has the edge at +12.59% annualized vs +5.87%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 14.0% for JPIN. 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 -40.3% for JPIN 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JPIN charges 0.37% per year while VOO charges 0.03%. On a $10,000 position that is $37 vs $3 annually, a gap of $34 per year that compounds over a long holding period. On income, JPIN currently yields 4.09% against 1.04% for VOO.
Holdings Overlap
0.2% of JPIN's money is in holdings VOO also owns. 0.1% of VOO's money is in holdings JPIN also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 461 positions we hold weights for in JPIN and 505 in VOO, against full books of 479 and 509.
What only one of them owns
Our book lists 495 positions for VOO that do not appear in our book for JPIN (99.4% of the fund), and 9 for JPIN that do not appear in VOO (2.5%).
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.
Top Shared Holdings
| Stock | Weight in JPIN | Weight in VOO | Difference |
|---|---|---|---|
| PRUPrudential Financial Inc. | 0.18% | 0.06% | 0.12% |
You are not choosing between two funds in isolation.
Whichever of JPIN 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, JPIN or VOO?
JPIN has an expense ratio of 0.37% while VOO charges 0.03%. VOO is the cheaper option, by $34 a year on a $10,000 investment.
Which performed better, JPIN or VOO?
Over the past year JPIN returned +18.59% vs +17.58% for VOO, so JPIN leads on 1-year performance. Over the longest common window we track (12 years), JPIN annualized +5.87% vs +12.59% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JPIN or VOO?
VOO has been the more volatile fund at 15.0% annualized versus 14.0% for JPIN. Worst drawdown: JPIN -40.3% vs VOO -34.3%.
Should I hold both JPIN and VOO?
JPIN and VOO have a monthly-return correlation of 0.79, 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, JPIN or VOO?
JPIN yields 4.09% while VOO yields 1.04%, so JPIN currently pays the higher dividend yield.
Is VOO better than JPIN?
VOO has a lower expense ratio. JPIN led over 1Y, VOO over 3Y, 5Y and the full window. JPIN is less concentrated, with 4.5% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.