JCPI vs VOO
JCPI vs VOO
JPMorgan Inflation Managed 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 | JCPI | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $869M | $979.0B | |
| Dividend Yield | 3.81% | 1.09% | |
| Holdings | 764 | 509 | |
| YTD Return | +0.81% | +9.95% | |
| 1Y Return | +2.85% | +19.58% | |
| 3Y Return (annualized) | +5.06% | +19.43% | |
| 5Y Return (annualized) | - | +12.89% | |
| Volatility (annualized) | 5.2% | 14.2% | |
| Max Drawdown | -7.8% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Apr 8, 2022 | Sep 7, 2010 |
JCPI vs VOO Performance
JPMorgan Inflation Managed Bond ETF (JCPI) 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 JCPI returned +2.85% while VOO returned +19.58%. Year to date, JCPI is up 0.81% versus a gain of 9.95% for VOO.
Over three years, JCPI compounded at +5.06% per year against +19.43% for VOO. Across the full 4-year window we track, VOO has the edge at +13.35% annualized vs +2.77%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 5.2% for JCPI. 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 -7.8% for JCPI 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JCPI 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, JCPI currently yields 3.81% against 1.09% for VOO.
Holdings Overlap
JCPI and VOO share 0 holdings out of 949 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, JCPI or VOO?
JCPI 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, JCPI or VOO?
Over the past year JCPI returned +2.85% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), JCPI annualized +2.77% vs +13.35% for VOO. Past performance does not guarantee future results.
Which is riskier, JCPI or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 5.2% for JCPI. Worst drawdown: JCPI -7.8% vs VOO -34.3%.
Should I hold both JCPI and VOO?
JCPI and VOO have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JCPI and VOO?
JCPI and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 949 unique securities.
Which pays a higher dividend, JCPI or VOO?
JCPI yields 3.81% while VOO yields 1.09%, so JCPI currently pays the higher dividend yield.
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