NJUN vs VOO

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

MetricNJUNVOOWinner
Expense Ratio0.79%0.03%
AUM$171M$979.0B
Dividend Yield0.00%1.09%
Holdings6509
YTD Return+4.03%+13.80%
1Y Return+8.82%+23.71%
3Y Return (annualized)-+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)7.9%14.1%
Max Drawdown-12.6%-34.3%
Fund FamilyInnovator ETFs TrustVanguard (US)
CategoryAlternativeEquity
InceptionMay 31, 2024Sep 7, 2010

NJUN vs VOO Performance

Innovator Growth-100 Power Buffer ETF - June (NJUN) is a ETF from Innovator ETFs Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NJUN returned +8.82% while VOO returned +23.71%. Year to date, NJUN is up 4.03% versus a gain of 13.80% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 7.9% for NJUN. 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 -12.6% for NJUN 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NJUN 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, NJUN currently yields 0.00% against 1.09% for VOO.

Frequently Asked Questions

Which is cheaper, NJUN or VOO?

NJUN 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, NJUN or VOO?

Over the past year NJUN returned +8.82% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), NJUN annualized +12.95% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, NJUN or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 7.9% for NJUN. Worst drawdown: NJUN -12.6% vs VOO -34.3%.

Should I hold both NJUN and VOO?

NJUN and VOO have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, NJUN or VOO?

NJUN yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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