QJUN vs VOO

QJUN vs VOO

Which is better, QJUN or VOO?

Multi Alternative against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90.

Lower Fees: VOOHigher Returns: VOO

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

MetricQJUNVOO
Expense Ratio0.90%0.03%Best
AUM$709M$997.4B
Dividend Yield0.00%1.04%
Holdings10509
YTD Return+5.38%+12.25%Best
1Y Return+8.63%+17.03%Best
3Y Return (annualized)+14.31%+21.25%Best
5Y Return (annualized)+10.03%+13.08%Best
Volatility (annualized)12.2%Best15.5%
Max Drawdown-19.9%Best-24.5%
$10,000 over 5 years$16,127$18,490Best
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionJun 18, 2021Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 21, 2021 to Sep 17, 2026 (5.2 years).

QJUN 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 5.2 years both funds cover.

QJUN vs VOO Performance

FT Vest Nasdaq-100 Buffer ETF - June (QJUN) is an ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year QJUN returned +8.63% while VOO returned +17.03%. Year to date, QJUN is up 5.38% versus a gain of 12.25% for VOO.

Over three years, QJUN compounded at +14.31% per year against +21.25% for VOO; over five years the annualized figures are +10.03% and +13.08% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 12.2% for QJUN. 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 -19.9% for QJUN and -24.5% 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QJUN charges 0.90% per year while VOO charges 0.03%. On a $10,000 position that is $90 vs $3 annually, a gap of $87 per year that compounds over a long holding period. On income, QJUN currently yields 0.00% against 1.04% for VOO.

You are not choosing between two funds in isolation.

Whichever of QJUN and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QJUNVOO

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Frequently Asked Questions

Which is cheaper, QJUN or VOO?

QJUN has an expense ratio of 0.90% while VOO charges 0.03%. VOO is the cheaper option, by $87 a year on a $10,000 investment.

Which performed better, QJUN or VOO?

Over the past year QJUN returned +8.63% vs +17.03% 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, QJUN or VOO?

VOO has been the more volatile fund at 15.5% annualized versus 12.2% for QJUN. Worst drawdown: QJUN -19.9% vs VOO -24.5%.

Should I hold both QJUN and VOO?

QJUN and VOO have a monthly-return correlation of 0.90, 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, QJUN or VOO?

QJUN yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than QJUN?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.