JUSA vs VOO
JPMorgan US Research Enhanced Large Cap 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 509 holdings.
Side-by-Side Comparison
| Metric | JUSA | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.03% | |
| AUM | $728M | $997.4B | |
| Dividend Yield | 0.57% | 1.08% | |
| Holdings | 247 | 509 | |
| YTD Return | +12.55% | +12.95% | |
| 1Y Return | +19.94% | +20.69% | |
| 3Y Return (annualized) | - | +22.09% | |
| 5Y Return (annualized) | - | +13.40% | |
| Volatility (annualized) | 11.9% | 14.1% | |
| Max Drawdown | -14.0% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 13, 2025 | Sep 7, 2010 |
JUSA vs VOO Performance
JPMorgan US Research Enhanced Large Cap ETF (JUSA) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JUSA returned +19.94% while VOO returned +20.69%. Year to date, JUSA is up 12.55% versus a gain of 12.95% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 11.9% for JUSA. 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 -14.0% for JUSA 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 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JUSA charges 0.12% per year while VOO charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, JUSA currently yields 0.57% against 1.08% for VOO.
Holdings Overlap
JUSA and VOO share 228 holdings out of 522 unique holdings combined, representing a 72.8% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, JUSA or VOO?
JUSA has an expense ratio of 0.12% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, JUSA or VOO?
Over the past year JUSA returned +19.94% vs +20.69% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), JUSA annualized +24.84% vs +13.50% for VOO. Past performance does not guarantee future results.
Which is riskier, JUSA or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 11.9% for JUSA. Worst drawdown: JUSA -14.0% vs VOO -34.3%.
Should I hold both JUSA and VOO?
JUSA and VOO have a monthly-return correlation of 1.00, 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 JUSA and VOO?
JUSA and VOO share 228 common holdings with a 72.8% weight overlap. Combined, they hold 522 unique securities.
Which pays a higher dividend, JUSA or VOO?
JUSA yields 0.57% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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