JUNW vs VOO
JUNW vs VOO
AllianzIM US Equity Buffer20 Jun ETF 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 | JUNW | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.74% | 0.03% | |
| AUM | $370M | $979.0B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 5 | 509 | |
| YTD Return | +4.66% | +13.80% | |
| 1Y Return | +8.62% | +23.71% | |
| 3Y Return (annualized) | +10.50% | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 5.0% | 14.1% | |
| Max Drawdown | -8.6% | -34.3% | |
| Fund Family | AllianzIM | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | May 31, 2023 | Sep 7, 2010 |
JUNW vs VOO Performance
AllianzIM US Equity Buffer20 Jun ETF (JUNW) is a ETF from AllianzIM and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JUNW returned +8.62% while VOO returned +23.71%. Year to date, JUNW is up 4.66% versus a gain of 13.80% for VOO.
Over three years, JUNW compounded at +10.50% per year against +21.50% for VOO. Across the full 3-year window we track, VOO has the edge at +13.58% annualized vs +10.82%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 5.0% for JUNW. 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 -8.6% for JUNW 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JUNW charges 0.74% per year while VOO charges 0.03%. On a $10,000 position that is $74 vs $3 annually, a gap of $71 per year that compounds over a long holding period. On income, JUNW currently yields 0.00% against 1.09% for VOO.
Frequently Asked Questions
Which is cheaper, JUNW or VOO?
JUNW has an expense ratio of 0.74% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, JUNW or VOO?
Over the past year JUNW returned +8.62% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), JUNW annualized +10.82% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, JUNW or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 5.0% for JUNW. Worst drawdown: JUNW -8.6% vs VOO -34.3%.
Should I hold both JUNW and VOO?
JUNW and VOO have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, JUNW or VOO?
JUNW yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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