JTNY vs VOO

JTNY vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricJTNYVOOWinner
Expense Ratio0.34%0.03%
AUM$452M$997.4B
Dividend Yield0.30%1.08%
Holdings7509
YTD Return-1.29%+12.25%
1Y Return-+20.92%
3Y Return (annualized)-+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)-14.1%
Max Drawdown-2.0%-34.3%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryTax PreferredEquity
InceptionJun 12, 2026Sep 7, 2010

JTNY vs VOO Performance

JPMorgan New York Tax Free Bond ETF (JTNY) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, JTNY is down 1.29% versus a gain of 12.25% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.0% for JTNY and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

JTNY charges 0.34% per year while VOO charges 0.03%. On a $10,000 position that is $34 vs $3 annually, a gap of $31 per year that compounds over a long holding period. On income, JTNY currently yields 0.30% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

JTNY and VOO share 0 holdings out of 512 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, JTNY or VOO?

JTNY has an expense ratio of 0.34% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

What is the holdings overlap between JTNY and VOO?

JTNY and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 512 unique securities.

Which pays a higher dividend, JTNY or VOO?

JTNY yields 0.30% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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