JBND vs VOO
JBND vs VOO
JPMorgan Active Bond 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 505 holdings.
Side-by-Side Comparison
| Metric | JBND | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $8.5B | $979.0B | |
| Dividend Yield | 4.00% | 1.09% | |
| Holdings | 1,579 | 509 | |
| YTD Return | -0.33% | +9.95% | |
| 1Y Return | +3.21% | +19.58% | |
| 3Y Return (annualized) | - | +19.43% | |
| 5Y Return (annualized) | - | +12.89% | |
| Volatility (annualized) | 5.4% | 14.2% | |
| Max Drawdown | -4.5% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Oct 11, 2023 | Sep 7, 2010 |
JBND vs VOO Performance
JPMorgan Active Bond ETF (JBND) 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 JBND returned +3.21% while VOO returned +19.58%. Year to date, JBND is down 0.33% versus a gain of 9.95% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 5.4% for JBND. 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 JBND 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JBND charges 0.25% per year while VOO charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, JBND currently yields 4.00% against 1.09% for VOO.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, JBND or VOO?
JBND has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, JBND or VOO?
Over the past year JBND returned +3.21% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), JBND annualized +6.64% vs +13.35% for VOO. Past performance does not guarantee future results.
Which is riskier, JBND or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 5.4% for JBND. Worst drawdown: JBND -4.5% vs VOO -34.3%.
Should I hold both JBND and VOO?
JBND and VOO have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JBND and VOO?
JBND and VOO share 2 common holdings with a 0.0% weight overlap. Combined, they hold 938 unique securities.
Which pays a higher dividend, JBND or VOO?
JBND yields 4.00% while VOO yields 1.09%, so JBND currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.