JQC vs VOO
Nuveen Credit Strategies Income Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | JQC | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 5.48% | 0.03% | |
| AUM | - | $997.4B | |
| Dividend Yield | 11.71% | 1.08% | |
| Holdings | 471 | 509 | |
| YTD Return | +2.41% | +14.27% | |
| 1Y Return | -1.19% | +21.79% | |
| 3Y Return (annualized) | +10.34% | +22.19% | |
| 5Y Return (annualized) | +4.91% | +13.28% | |
| Volatility (annualized) | 16.8% | 14.2% | |
| Max Drawdown | -81.3% | -34.3% | |
| Fund Family | Nuveen | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 25, 2003 | Sep 7, 2010 |
JQC vs VOO Performance
Nuveen Credit Strategies Income Fund (JQC) is a ETF from Nuveen and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JQC returned -1.19% while VOO returned +21.79%. Year to date, JQC is up 2.41% versus a gain of 14.27% for VOO.
Over three years, JQC compounded at +10.34% per year against +22.19% for VOO; over five years the annualized figures are +4.91% and +13.28% respectively. Across the full 16-year window we track, VOO has the edge at +13.59% annualized vs -2.32%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JQC has been the more volatile fund, with annualized monthly volatility of 16.8% 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 -81.3% for JQC 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JQC charges 5.48% per year while VOO charges 0.03%. On a $10,000 position that is $548 vs $3 annually, a gap of $545 per year that compounds over a long holding period. On income, JQC currently yields 11.71% against 1.08% for VOO.
Holdings Overlap
JQC and VOO share 1 holdings out of 768 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in JQC | Weight in VOO | Difference |
|---|---|---|---|
| LYB | 0.00% | 0.02% | 0.02% |
Frequently Asked Questions
Which is cheaper, JQC or VOO?
JQC has an expense ratio of 5.48% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $545 per year of difference.
Which performed better, JQC or VOO?
Over the past year JQC returned -1.19% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), JQC annualized -2.32% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, JQC or VOO?
JQC has been the more volatile fund at 16.8% annualized versus 14.2% for VOO. Worst drawdown: JQC -81.3% vs VOO -34.3%.
Should I hold both JQC and VOO?
JQC and VOO have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JQC and VOO?
JQC and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 768 unique securities.
Which pays a higher dividend, JQC or VOO?
JQC yields 11.71% while VOO yields 1.08%, so JQC currently pays the higher dividend yield.
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