JRS vs VOO
Nuveen Real Estate Income Fund vs Vanguard S&P 500 ETF
Which is better, JRS or VOO?
Mid Cap Blend against Large Cap Blend.
VOO led over 1Y, 3Y, 5Y and the full window.
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 | JRS | VOO |
|---|---|---|
| Expense Ratio | - | 0.03% |
| AUM | - | $997.4B |
| Dividend Yield | 7.40% | 1.08% |
| Holdings | 87 | 509 |
| YTD Return | +12.27% | +13.37%Best |
| 1Y Return | +10.35% | +20.08%Best |
| 3Y Return (annualized) | +13.89% | +21.29%Best |
| 5Y Return (annualized) | +1.30% | +12.89%Best |
| Volatility (annualized) | 21.5% | 14.1%Best |
| Max Drawdown | -64.3% | -34.3%Best |
| $10,000 over 5 years | $10,667 | $18,335Best |
| Fund Family | Nuveen | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | Nov 15, 2001 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 4, 2026 (16 years).
JRS 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
JRS vs VOO Performance
Nuveen Real Estate Income Fund (JRS) is an ETF from Nuveen and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year JRS returned +10.35% while VOO returned +20.08%. Year to date, JRS is up 12.27% versus a gain of 13.37% for VOO.
Over three years, JRS compounded at +13.89% per year against +21.29% for VOO; over five years the annualized figures are +1.30% and +12.89% respectively. Across the full 16-year window we track, VOO has the edge at +13.48% annualized vs +1.79%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JRS has been the more volatile fund, with annualized monthly volatility of 21.5% 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 -64.3% for JRS 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 0.71. They usually move together, but the gap leaves some room for diversification.
Holdings Overlap
At least 1.5% of VOO's money is in holdings JRS also owns.
Stated as a floor: for JRS, our book for it covers 82.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VOO and JRS share little of their money.
The two holdings books were reported 91 days apart, JRS as of Mar 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.
25 positions in common, counted across the 53 positions we hold weights for in JRS and 505 in VOO, against full books of 87 and 509.
Top Shared Holdings
| Stock | Weight in JRS | Weight in VOO | Difference |
|---|---|---|---|
| PLDPrologis Inc | 7.12% | 0.20% | 6.92% |
| EQIXEquinix Inc. Real Estate Investment Trust | 4.90% | 0.16% | 4.74% |
| DLRDigital Realty Trust Inc. | 4.47% | 0.09% | 4.38% |
| VTRVentas Inc . | 4.31% | 0.07% | 4.24% |
| WELLWelltower, Inc. | 3.06% | 0.25% | 2.81% |
| DOCHealthpeak Properties Inc | 2.36% | 0.02% | 2.34% |
| FRTFederal Realty Investment Trust | 2.25% | 0.02% | 2.23% |
| SPGSimon Property Group Inc | 2.13% | 0.11% | 2.02% |
| VICIVici Properties Inc | 2.02% | 0.04% | 1.98% |
| CPTCamden Property Trust Common Stock | 2.01% | 0.02% | 1.99% |
You are not choosing between two funds in isolation.
Whichever of JRS 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 performed better, JRS or VOO?
Over the past year JRS returned +10.35% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), JRS annualized +1.79% vs +13.48% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JRS or VOO?
JRS has been the more volatile fund at 21.5% annualized versus 14.1% for VOO. Worst drawdown: JRS -64.3% vs VOO -34.3%.
Should I hold both JRS and VOO?
JRS and VOO have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JRS and VOO?
At least 1.5% of VOO's money is in holdings JRS also owns. Our book for JRS is partial, so the real figure is this or higher. They hold 25 positions in common, counted across the 53 positions we hold weights for in JRS and 505 in VOO.
Which pays a higher dividend, JRS or VOO?
JRS yields 7.40% while VOO yields 1.08%, so JRS currently pays the higher dividend yield.
Is VOO better than JRS?
VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.