JPO vs VOO

JPO vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricJPOVOOWinner
Expense Ratio1.19%0.03%
AUM$52M$997.4B
Dividend Yield31.09%1.08%
Holdings19509
YTD Return+5.70%+12.68%
1Y Return+15.81%+21.87%
3Y Return (annualized)+16.46%+22.06%
5Y Return (annualized)-+12.95%
Volatility (annualized)15.7%14.1%
Max Drawdown-24.8%-34.3%
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
InceptionSep 11, 2023Sep 7, 2010

JPO vs VOO Performance

YieldMax JP Option Income Strategy ETF (JPO) is a ETF from YieldMax ETF and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JPO returned +15.81% while VOO returned +21.87%. Year to date, JPO is up 5.70% versus a gain of 12.68% for VOO.

Over three years, JPO compounded at +16.46% per year against +22.06% for VOO. Across the full 3-year window we track, JPO has the edge at +16.46% annualized vs +13.47%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JPO has been the more volatile fund, with annualized monthly volatility of 15.7% 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 -24.8% for JPO 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JPO charges 1.19% per year while VOO charges 0.03%. On a $10,000 position that is $119 vs $3 annually, a gap of $116 per year that compounds over a long holding period. On income, JPO currently yields 31.09% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

JPO and VOO share 0 holdings out of 508 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, JPO or VOO?

JPO has an expense ratio of 1.19% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $116 per year of difference.

Which performed better, JPO or VOO?

Over the past year JPO returned +15.81% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), JPO annualized +16.46% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, JPO or VOO?

JPO has been the more volatile fund at 15.7% annualized versus 14.1% for VOO. Worst drawdown: JPO -24.8% vs VOO -34.3%.

Should I hold both JPO and VOO?

JPO and VOO have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JPO and VOO?

JPO and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, JPO or VOO?

JPO yields 31.09% while VOO yields 1.08%, so JPO currently pays the higher dividend yield.

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