JPSV vs VOO
JPMorgan Active Small Cap Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. JPSV delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | JPSV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.03% | |
| AUM | $28M | $979.0B | |
| Dividend Yield | 1.25% | 1.09% | |
| Holdings | 111 | 509 | |
| YTD Return | +23.95% | +14.48% | |
| 1Y Return | +23.55% | +22.02% | |
| 3Y Return (annualized) | +13.52% | +21.80% | |
| 5Y Return (annualized) | - | +13.36% | |
| Volatility (annualized) | 16.1% | 14.2% | |
| Max Drawdown | -22.8% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 7, 2023 | Sep 7, 2010 |
JPSV vs VOO Performance
JPMorgan Active Small Cap Value ETF (JPSV) 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 JPSV returned +23.55% while VOO returned +22.02%. Year to date, JPSV is up 23.95% versus a gain of 14.48% for VOO.
Over three years, JPSV compounded at +13.52% per year against +21.80% for VOO. Across the full 3-year window we track, VOO has the edge at +13.61% annualized vs +12.26%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPSV has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 14.2% 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 -22.8% for JPSV 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JPSV 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, JPSV currently yields 1.25% against 1.09% for VOO.
Holdings Overlap
JPSV and VOO share 0 holdings out of 615 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, JPSV or VOO?
JPSV has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, JPSV or VOO?
Over the past year JPSV returned +23.55% vs +22.02% for VOO, so JPSV leads on 1-year performance. Over the longest common window we track (3 years), JPSV annualized +12.26% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, JPSV or VOO?
JPSV has been the more volatile fund at 16.1% annualized versus 14.2% for VOO. Worst drawdown: JPSV -22.8% vs VOO -34.3%.
Should I hold both JPSV and VOO?
JPSV and VOO have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPSV and VOO?
JPSV and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 615 unique securities.
Which pays a higher dividend, JPSV or VOO?
JPSV yields 1.25% while VOO yields 1.09%, so JPSV currently pays the higher dividend yield.
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