JPIE vs VOO
JPIE vs VOO
JPMorgan Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. JPIE offers more diversification with 1591 holdings.
Side-by-Side Comparison
| Metric | JPIE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.03% | |
| AUM | $10.2B | $979.0B | |
| Dividend Yield | 5.73% | 1.09% | |
| Holdings | 2,467 | 509 | |
| YTD Return | +1.70% | +13.53% | |
| 1Y Return | +4.26% | +23.65% | |
| 3Y Return (annualized) | +6.60% | +21.27% | |
| 5Y Return (annualized) | - | +13.52% | |
| Volatility (annualized) | 4.2% | 14.1% | |
| Max Drawdown | -10.0% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Oct 28, 2021 | Sep 7, 2010 |
JPIE vs VOO Performance
JPMorgan Income ETF (JPIE) 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 JPIE returned +4.26% while VOO returned +23.65%. Year to date, JPIE is up 1.70% versus a gain of 13.53% for VOO.
Over three years, JPIE compounded at +6.60% per year against +21.27% for VOO. Across the full 5-year window we track, VOO has the edge at +13.57% annualized vs +3.36%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.2% for JPIE. 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 -10.0% for JPIE 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JPIE charges 0.39% per year while VOO charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, JPIE currently yields 5.73% against 1.09% for VOO.
Holdings Overlap
JPIE and VOO share 0 holdings out of 2096 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, JPIE or VOO?
JPIE has an expense ratio of 0.39% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, JPIE or VOO?
Over the past year JPIE returned +4.26% vs +23.65% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), JPIE annualized +3.36% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, JPIE or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 4.2% for JPIE. Worst drawdown: JPIE -10.0% vs VOO -34.3%.
Should I hold both JPIE and VOO?
JPIE and VOO have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPIE and VOO?
JPIE and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2096 unique securities.
Which pays a higher dividend, JPIE or VOO?
JPIE yields 5.73% while VOO yields 1.09%, so JPIE currently pays the higher dividend yield.
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