JPSE vs VOO
JPSE vs VOO
JPMorgan Diversified Return US Small Cap Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. JPSE delivered stronger 1-year returns. JPSE offers more diversification with 546 holdings.
Side-by-Side Comparison
| Metric | JPSE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.03% | |
| AUM | $594M | $979.0B | |
| Dividend Yield | 1.58% | 1.09% | |
| Holdings | 557 | 509 | |
| YTD Return | +20.98% | +13.80% | |
| 1Y Return | +33.29% | +23.71% | |
| 3Y Return (annualized) | +14.60% | +21.50% | |
| 5Y Return (annualized) | +8.67% | +13.44% | |
| Volatility (annualized) | 19.9% | 14.1% | |
| Max Drawdown | -43.2% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 15, 2016 | Sep 7, 2010 |
JPSE vs VOO Performance
JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) 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 JPSE returned +33.29% while VOO returned +23.71%. Year to date, JPSE is up 20.98% versus a gain of 13.80% for VOO.
Over three years, JPSE compounded at +14.60% per year against +21.50% for VOO; over five years the annualized figures are +8.67% and +13.44% respectively. Across the full 10-year window we track, VOO has the edge at +13.58% annualized vs +10.42%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPSE has been the more volatile fund, with annualized monthly volatility of 19.9% 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 -43.2% for JPSE 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JPSE charges 0.29% per year while VOO charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, JPSE currently yields 1.58% against 1.09% for VOO.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, JPSE or VOO?
JPSE has an expense ratio of 0.29% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
Which performed better, JPSE or VOO?
Over the past year JPSE returned +33.29% vs +23.71% for VOO, so JPSE leads on 1-year performance. Over the longest common window we track (10 years), JPSE annualized +10.42% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, JPSE or VOO?
JPSE has been the more volatile fund at 19.9% annualized versus 14.1% for VOO. Worst drawdown: JPSE -43.2% vs VOO -34.3%.
Should I hold both JPSE and VOO?
JPSE and VOO have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPSE and VOO?
JPSE and VOO share 2 common holdings with a 0.0% weight overlap. Combined, they hold 1049 unique securities.
Which pays a higher dividend, JPSE or VOO?
JPSE yields 1.58% while VOO yields 1.09%, so JPSE currently pays the higher dividend yield.
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