JPRF vs VOO

JPRF vs VOO

Which is better, JPRF or VOO?

Preferred Stock against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y.

Lower Fees: VOOHigher Returns (1Y): VOO

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

MetricJPRFVOO
Expense Ratio0.55%0.03%Best
AUM$2.3B$997.4B
Dividend Yield0.00%1.08%
Holdings194509
YTD Return-0.63%+12.74%Best
1Y Return-+19.43%
3Y Return (annualized)-+21.18%
5Y Return (annualized)-+12.76%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryAllocation/BalancedEquity
StylePreferred StockLarge Cap Blend
InceptionJul 10, 2026Sep 7, 2010

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

JPRF 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

JPRF vs VOO Performance

JPMorgan Preferred and Income Securities ETF (JPRF) is an ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, JPRF is down 0.63% versus a gain of 12.74% for VOO.

Past performance does not guarantee future results.

Fees and Cost Over Time

JPRF charges 0.55% per year while VOO charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, JPRF currently yields 0.00% against 1.08% for VOO.

Holdings Overlap

VOO already in JPRF2.2%

At least 2.2% of VOO's money is in holdings JPRF also owns.

Stated as a floor: for JPRF, our book for it covers 13.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VOO and JPRF share little of their money.

11 positions in common, counted across the 22 positions we hold weights for in JPRF and 504 in VOO, against full books of 194 and 509.

Top Shared Holdings

StockWeight in JPRFWeight in VOODifference
WFCWells Fargo & Co1.96%0.39%1.57%
CCitigroup Inc 6.875 11/73 6.88 2173-11-151.16%0.36%0.80%
BACBank Of America Corp Preferred Stock 6.50.28%0.58%0.30%
FITBFifth Third Bancorp0.63%0.08%0.55%
BKBank Of New York Mellon Corp/The Bk Us Equity0.37%0.15%0.22%
TFCTruist Financial Corp.0.41%0.10%0.31%
USBUs Bancorp0.32%0.15%0.17%
CMSCms Energy Corp.0.42%0.04%0.38%
COFCapital One Financial Corp.0.20%0.19%0.01%
CFGCitizens Financial Group Inc0.18%0.05%0.13%

You are not choosing between two funds in isolation.

Whichever of JPRF and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JPRFVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JPRF or VOO?

JPRF has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option, by $52 a year on a $10,000 investment.

What is the holdings overlap between JPRF and VOO?

At least 2.2% of VOO's money is in holdings JPRF also owns. Our book for JPRF is partial, so the real figure is this or higher. They hold 11 positions in common, counted across the 22 positions we hold weights for in JPRF and 504 in VOO.

Which pays a higher dividend, JPRF or VOO?

JPRF yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

Is VOO better than JPRF?

VOO has a lower expense ratio. VOO led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.