Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricJUNZVOOWinner
Expense Ratio0.79%0.03%
AUM$30M$979.0B
Dividend Yield2.13%1.09%
Holdings6509
YTD Return+10.42%+13.80%
1Y Return+14.81%+23.71%
3Y Return (annualized)+14.46%+21.50%
5Y Return (annualized)+9.02%+13.44%
Volatility (annualized)11.4%14.1%
Max Drawdown-17.9%-34.3%
Fund FamilyTrueSharesVanguard (US)
CategoryAlternativeEquity
InceptionMay 28, 2021Sep 7, 2010

JUNZ vs VOO Performance

TrueShares Structured Outcome June ETF (JUNZ) is a ETF from TrueShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JUNZ returned +14.81% while VOO returned +23.71%. Year to date, JUNZ is up 10.42% versus a gain of 13.80% for VOO.

Over three years, JUNZ compounded at +14.46% per year against +21.50% for VOO; over five years the annualized figures are +9.02% and +13.44% respectively. Across the full 5-year window we track, VOO has the edge at +13.58% annualized vs +9.49%. 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 11.4% for JUNZ. 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 -17.9% for JUNZ 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

JUNZ charges 0.79% per year while VOO charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, JUNZ currently yields 2.13% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

JUNZ and VOO share 0 holdings out of 507 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, JUNZ or VOO?

JUNZ has an expense ratio of 0.79% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

Which performed better, JUNZ or VOO?

Over the past year JUNZ returned +14.81% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), JUNZ annualized +9.49% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, JUNZ or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 11.4% for JUNZ. Worst drawdown: JUNZ -17.9% vs VOO -34.3%.

Should I hold both JUNZ and VOO?

JUNZ and VOO have a monthly-return correlation of 0.98, 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 JUNZ and VOO?

JUNZ and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, JUNZ or VOO?

JUNZ yields 2.13% while VOO yields 1.09%, so JUNZ currently pays the higher dividend yield.

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