JPME vs VOO
JPMorgan Diversified Return US Mid Cap Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. JPME delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | JPME | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.03% | |
| AUM | $479M | $997.4B | |
| Dividend Yield | 1.74% | 1.08% | |
| Holdings | 357 | 509 | |
| YTD Return | +17.57% | +12.38% | |
| 1Y Return | +20.93% | +20.22% | |
| 3Y Return (annualized) | +16.09% | +21.79% | |
| 5Y Return (annualized) | +9.31% | +12.84% | |
| Volatility (annualized) | 16.5% | 14.1% | |
| Max Drawdown | -41.0% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 11, 2016 | Sep 7, 2010 |
JPME vs VOO Performance
JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) 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 JPME returned +20.93% while VOO returned +20.22%. Year to date, JPME is up 17.57% versus a gain of 12.38% for VOO.
Over three years, JPME compounded at +16.09% per year against +21.79% for VOO; over five years the annualized figures are +9.31% and +12.84% respectively. Across the full 10-year window we track, VOO has the edge at +13.45% annualized vs +10.75%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPME has been the more volatile fund, with annualized monthly volatility of 16.5% 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 -41.0% for JPME 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JPME charges 0.24% per year while VOO charges 0.03%. On a $10,000 position that is $24 vs $3 annually, a gap of $21 per year that compounds over a long holding period. On income, JPME currently yields 1.74% against 1.08% for VOO.
Holdings Overlap
JPME and VOO share 155 holdings out of 698 unique holdings combined, representing a 6.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JPME or VOO?
JPME has an expense ratio of 0.24% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, JPME or VOO?
Over the past year JPME returned +20.93% vs +20.22% for VOO, so JPME leads on 1-year performance. Over the longest common window we track (10 years), JPME annualized +10.75% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, JPME or VOO?
JPME has been the more volatile fund at 16.5% annualized versus 14.1% for VOO. Worst drawdown: JPME -41.0% vs VOO -34.3%.
Should I hold both JPME and VOO?
JPME and VOO have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between JPME and VOO?
JPME and VOO share 155 common holdings with a 6.9% weight overlap. Combined, they hold 698 unique securities.
Which pays a higher dividend, JPME or VOO?
JPME yields 1.74% while VOO yields 1.08%, so JPME currently pays the higher dividend yield.
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