JPSV vs VOO
JPMorgan Active Small Cap Value ETF vs Vanguard S&P 500 ETF
Which is better, JPSV or VOO?
Small Cap Value against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. JPSV is less concentrated, with 17.2% of the fund in its ten largest positions against 36.4%.
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 | JPSV | VOO |
|---|---|---|
| Expense Ratio | 0.55% | 0.03%Best |
| AUM | $27M | $997.4B |
| Dividend Yield | 1.19% | 1.04% |
| Holdings | 112 | 509 |
| YTD Return | +18.22%Best | +12.23% |
| 1Y Return | +16.50% | +18.60%Best |
| 3Y Return (annualized) | +13.00% | +20.98%Best |
| 5Y Return (annualized) | - | +12.76% |
| Volatility (annualized) | 16.0% | 12.5%Best |
| Max Drawdown | -22.8% | -18.7%Best |
| $10,000 over 3.5 years | $14,179 | $20,016Best |
| Top 10 Weight | 17.2%Best | 36.4% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Blend |
| Inception | Mar 7, 2023 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: Mar 8, 2023 to Sep 9, 2026 (3.5 years).
JPSV 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 3.5 years both funds cover.
JPSV vs VOO Performance
JPMorgan Active Small Cap Value ETF (JPSV) 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 JPSV returned +16.50% while VOO returned +18.60%. Year to date, JPSV is up 18.22% versus a gain of 12.23% for VOO.
Over three years, JPSV compounded at +13.00% per year against +20.98% for VOO. Across the full 4-year window we track, VOO has the edge at +21.93% annualized vs +10.49%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPSV has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 12.5% 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 -22.8% for JPSV and -18.7% 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 0.64. They move together some of the time, and apart the rest.
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 1.19% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 110 holdings in JPSV and 505 in VOO, totalling 99.8% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 62 days apart, JPSV as of Aug 31, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 110 positions we hold weights for in JPSV and 505 in VOO, against full books of 112 and 509.
What only one of them owns
Our book lists 496 positions for VOO that do not appear in our book for JPSV (99.4% of the fund), and 108 for JPSV that do not appear in VOO (97.9%).
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.
You are not choosing between two funds in isolation.
Whichever of JPSV 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, JPSV or VOO?
JPSV 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.
Which performed better, JPSV or VOO?
Over the past year JPSV returned +16.50% vs +18.60% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), JPSV annualized +10.49% vs +21.93% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JPSV or VOO?
JPSV has been the more volatile fund at 16.0% annualized versus 12.5% for VOO. Worst drawdown: JPSV -22.8% vs VOO -18.7%.
Should I hold both JPSV and VOO?
JPSV and VOO have a monthly-return correlation of 0.64, 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, JPSV or VOO?
JPSV yields 1.19% while VOO yields 1.04%, so JPSV currently pays the higher dividend yield.
Is VOO better than JPSV?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. JPSV is less concentrated, with 17.2% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.