PBJA vs VOO
PGIM S&P 500 Buffer 20 ETF - January vs Vanguard S&P 500 ETF
Which is better, PBJA or VOO?
Option Writing against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.93.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | PBJA | VOO |
|---|---|---|
| Expense Ratio | 0.50% | 0.03%Best |
| AUM | $65M | $997.4B |
| Dividend Yield | 0.00% | 1.04% |
| Holdings | 8 | 509 |
| YTD Return | +6.09% | +11.01%Best |
| 1Y Return | +9.28% | +15.60%Best |
| 3Y Return (annualized) | - | +20.82% |
| 5Y Return (annualized) | - | +12.60% |
| Volatility (annualized) | 4.4%Best | 12.1% |
| Max Drawdown | -8.5%Best | -18.7% |
| $10,000 over 2.7 years | $13,126 | $16,467Best |
| Fund Family | PGIM Investments | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Option Writing | Large Cap Blend |
| Inception | Dec 29, 2023 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Jan 2, 2024 to Sep 16, 2026 (2.7 years).
PBJA vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.7 years both funds cover.
PBJA vs VOO Performance
PGIM S&P 500 Buffer 20 ETF - January (PBJA) is an ETF from PGIM Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year PBJA returned +9.28% while VOO returned +15.60%. Year to date, PBJA is up 6.09% versus a gain of 11.01% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.1% compared with 4.4% for PBJA. 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 -8.5% for PBJA and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
PBJA charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, PBJA currently yields 0.00% against 1.04% for VOO.
You are not choosing between two funds in isolation.
Whichever of PBJA and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, PBJA or VOO?
PBJA has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, PBJA or VOO?
Over the past year PBJA returned +9.28% vs +15.60% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PBJA or VOO?
VOO has been the more volatile fund at 12.1% annualized versus 4.4% for PBJA. Worst drawdown: PBJA -8.5% vs VOO -18.7%.
Should I hold both PBJA and VOO?
PBJA and VOO have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, PBJA or VOO?
PBJA yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than PBJA?
VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.93. Which one suits a particular account depends on what it is for. This is information, not a recommendation.