JPSE vs VOO
JPMorgan Diversified Return US Small Cap Equity ETF vs Vanguard S&P 500 ETF
Which is better, JPSE or VOO?
Small Cap Blend against Large Cap Blend.
VOO has a lower expense ratio. JPSE led over 1Y, VOO over 3Y, 5Y and the full window. JPSE is less concentrated, with 3.9% of the fund in its ten largest positions against 37.6%.
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
| Metric | JPSE | VOO |
|---|---|---|
| Expense Ratio | 0.29% | 0.03%Best |
| AUM | $588M | $997.4B |
| Dividend Yield | 1.33% | 1.04% |
| Holdings | 563 | 509 |
| YTD Return | +15.56%Best | +12.25% |
| 1Y Return | +17.73%Best | +17.03% |
| 3Y Return (annualized) | +14.70% | +21.25%Best |
| 5Y Return (annualized) | +7.77% | +13.08%Best |
| Volatility (annualized) | 19.9% | 15.5%Best |
| Max Drawdown | -43.2% | -34.3%Best |
| $10,000 over 5 years | $14,537 | $18,490Best |
| Top 10 Weight | 3.9%Best | 37.6% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | Nov 15, 2016 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Nov 17, 2016 to Sep 17, 2026 (9.8 years).
JPSE 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 covers the 9.8 years both funds cover.
JPSE vs VOO Performance
JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) is an ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year JPSE returned +17.73% while VOO returned +17.03%. Year to date, JPSE is up 15.56% versus a gain of 12.25% for VOO.
Over three years, JPSE compounded at +14.70% per year against +21.25% for VOO; over five years the annualized figures are +7.77% and +13.08% respectively. Across the full 10-year window we track, VOO has the edge at +14.45% annualized vs +9.78%.
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 15.5% 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 what each fund did in the worst stretch of the window measured above.
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 1.33% against 1.04% for VOO.
Holdings Overlap
0.3% of VOO's money is in holdings JPSE also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 544 positions we hold weights for in JPSE and 494 in VOO, against full books of 563 and 509.
What only one of them owns
Our book lists 486 positions for VOO that do not appear in our book for JPSE (98.9% of the fund), and 506 for JPSE that do not appear in VOO (91.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in JPSE | Weight in VOO | Difference |
|---|---|---|---|
| GILDGilead Sciences | 0.00% | 0.25% | 0.25% |
You are not choosing between two funds in isolation.
Whichever of JPSE and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $26 a year on a $10,000 investment.
Which performed better, JPSE or VOO?
Over the past year JPSE returned +17.73% vs +17.03% for VOO, so JPSE leads on 1-year performance. Over the longest common window we track (10 years), JPSE annualized +9.78% vs +14.45% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JPSE or VOO?
JPSE has been the more volatile fund at 19.9% annualized versus 15.5% 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 their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, JPSE or VOO?
JPSE yields 1.33% while VOO yields 1.04%, so JPSE currently pays the higher dividend yield.
Is VOO better than JPSE?
VOO has a lower expense ratio. JPSE led over 1Y, VOO over 3Y, 5Y and the full window. JPSE is less concentrated, with 3.9% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.