JPMB vs VOO
JPMorgan USD Emerging Markets Sovereign Bond 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 | JPMB | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.03% | |
| AUM | $67M | $979.0B | |
| Dividend Yield | 6.79% | 1.09% | |
| Holdings | 205 | 509 | |
| YTD Return | +1.05% | +13.44% | |
| 1Y Return | +6.15% | +22.62% | |
| 3Y Return (annualized) | +7.54% | +21.47% | |
| 5Y Return (annualized) | +1.24% | +13.27% | |
| Volatility (annualized) | 10.1% | 14.1% | |
| Max Drawdown | -27.6% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 29, 2018 | Sep 7, 2010 |
JPMB vs VOO Performance
JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) 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 JPMB returned +6.15% while VOO returned +22.62%. Year to date, JPMB is up 1.05% versus a gain of 13.44% for VOO.
Over three years, JPMB compounded at +7.54% per year against +21.47% for VOO; over five years the annualized figures are +1.24% and +13.27% respectively. Across the full 9-year window we track, VOO has the edge at +13.55% annualized vs +0.85%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 10.1% for JPMB. 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 -27.6% for JPMB 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JPMB charges 0.39% per year while VOO charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, JPMB currently yields 6.79% against 1.09% for VOO.
Holdings Overlap
JPMB and VOO share 0 holdings out of 584 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, JPMB or VOO?
JPMB has an expense ratio of 0.39% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, JPMB or VOO?
Over the past year JPMB returned +6.15% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), JPMB annualized +0.85% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, JPMB or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 10.1% for JPMB. Worst drawdown: JPMB -27.6% vs VOO -34.3%.
Should I hold both JPMB and VOO?
JPMB and VOO have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPMB and VOO?
JPMB and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 584 unique securities.
Which pays a higher dividend, JPMB or VOO?
JPMB yields 6.79% while VOO yields 1.09%, so JPMB currently pays the higher dividend yield.
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