JULM vs VOO
FT Vest US Equity Max Buffer ETF - July 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 505 holdings.
Side-by-Side Comparison
| Metric | JULM | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.03% | |
| AUM | $29M | $979.0B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 5 | 509 | |
| YTD Return | +3.97% | +13.72% | |
| 1Y Return | +6.28% | +21.63% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 2.7% | 14.1% | |
| Max Drawdown | -4.4% | -34.3% | |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 24, 2024 | Sep 7, 2010 |
JULM vs VOO Performance
FT Vest US Equity Max Buffer ETF - July (JULM) is a ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JULM returned +6.28% while VOO returned +21.63%. Year to date, JULM is up 3.97% versus a gain of 13.72% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 2.7% for JULM. 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 -4.4% for JULM 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JULM charges 0.85% per year while VOO charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, JULM currently yields 0.00% against 1.09% for VOO.
Holdings Overlap
JULM and VOO share 0 holdings out of 506 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, JULM or VOO?
JULM has an expense ratio of 0.85% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $82 per year of difference.
Which performed better, JULM or VOO?
Over the past year JULM returned +6.28% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), JULM annualized +7.13% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, JULM or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 2.7% for JULM. Worst drawdown: JULM -4.4% vs VOO -34.3%.
Should I hold both JULM and VOO?
JULM and VOO have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between JULM and VOO?
JULM and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, JULM or VOO?
JULM yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.