JPLD vs VOO
JPLD vs VOO
JPMorgan Limited Duration 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 | JPLD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.03% | |
| AUM | $4.0B | $979.0B | |
| Dividend Yield | 4.24% | 1.09% | |
| Holdings | 670 | 509 | |
| YTD Return | +1.27% | +11.51% | |
| 1Y Return | +3.37% | +21.46% | |
| 3Y Return (annualized) | +5.68% | +20.86% | |
| 5Y Return (annualized) | - | +13.01% | |
| Volatility (annualized) | 1.5% | 14.1% | |
| Max Drawdown | -1.2% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jul 28, 2023 | Sep 7, 2010 |
JPLD vs VOO Performance
JPMorgan Limited Duration Bond ETF (JPLD) 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 JPLD returned +3.37% while VOO returned +21.46%. Year to date, JPLD is up 1.27% versus a gain of 11.51% for VOO.
Over three years, JPLD compounded at +5.68% per year against +20.86% for VOO. Across the full 3-year window we track, VOO has the edge at +13.44% annualized vs +5.64%. 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 1.5% for JPLD. 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 -1.2% for JPLD 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JPLD charges 0.24% per year while VOO charges 0.03%. On a $10,000 position that is $24 vs $3 annually, a gap of $21 per year that compounds over a long holding period. On income, JPLD currently yields 4.24% against 1.09% for VOO.
Holdings Overlap
JPLD and VOO share 0 holdings out of 686 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, JPLD or VOO?
JPLD has an expense ratio of 0.24% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, JPLD or VOO?
Over the past year JPLD returned +3.37% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), JPLD annualized +5.64% vs +13.44% for VOO. Past performance does not guarantee future results.
Which is riskier, JPLD or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 1.5% for JPLD. Worst drawdown: JPLD -1.2% vs VOO -34.3%.
Should I hold both JPLD and VOO?
JPLD and VOO have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPLD and VOO?
JPLD and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 686 unique securities.
Which pays a higher dividend, JPLD or VOO?
JPLD yields 4.24% while VOO yields 1.09%, so JPLD 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.