NJNK vs VOO

NJNK 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

MetricNJNKVOOWinner
Expense Ratio0.46%0.03%
AUM$40M$997.4B
Dividend Yield6.44%1.08%
Holdings462509
YTD Return+2.39%+12.68%
1Y Return+5.72%+21.87%
3Y Return (annualized)-+22.06%
5Y Return (annualized)-+12.95%
Volatility (annualized)3.1%14.1%
Max Drawdown-4.5%-34.3%
Fund FamilyColumbia Threadneedle InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionSep 5, 2024Sep 7, 2010

NJNK vs VOO Performance

Columbia US High Yield ETF (NJNK) is a ETF from Columbia Threadneedle Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NJNK returned +5.72% while VOO returned +21.87%. Year to date, NJNK is up 2.39% versus a gain of 12.68% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 3.1% for NJNK. 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 -4.5% for NJNK 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NJNK charges 0.46% per year while VOO charges 0.03%. On a $10,000 position that is $46 vs $3 annually, a gap of $43 per year that compounds over a long holding period. On income, NJNK currently yields 6.44% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

NJNK and VOO share 0 holdings out of 850 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, NJNK or VOO?

NJNK has an expense ratio of 0.46% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $43 per year of difference.

Which performed better, NJNK or VOO?

Over the past year NJNK returned +5.72% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), NJNK annualized +5.86% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, NJNK or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 3.1% for NJNK. Worst drawdown: NJNK -4.5% vs VOO -34.3%.

Should I hold both NJNK and VOO?

NJNK and VOO have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NJNK and VOO?

NJNK and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 850 unique securities.

Which pays a higher dividend, NJNK or VOO?

NJNK yields 6.44% while VOO yields 1.08%, so NJNK currently pays the higher dividend yield.

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