JQUA vs VOO
JQUA vs VOO
JPMorgan US Quality Factor 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 | JQUA | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.03% | |
| AUM | $8.2B | $979.0B | |
| Dividend Yield | 1.19% | 1.09% | |
| Holdings | 295 | 509 | |
| YTD Return | +17.73% | +13.11% | |
| 1Y Return | +22.84% | +22.88% | |
| 3Y Return (annualized) | +19.46% | +21.08% | |
| 5Y Return (annualized) | +13.23% | +13.26% | |
| Volatility (annualized) | 15.4% | 14.1% | |
| Max Drawdown | -32.9% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 8, 2017 | Sep 7, 2010 |
JQUA vs VOO Performance
JPMorgan US Quality Factor ETF (JQUA) 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 JQUA returned +22.84% while VOO returned +22.88%. Year to date, JQUA is up 17.73% versus a gain of 13.11% for VOO.
Over three years, JQUA compounded at +19.46% per year against +21.08% for VOO; over five years the annualized figures are +13.23% and +13.26% respectively. Across the full 9-year window we track, JQUA has the edge at +14.21% annualized vs +13.54%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JQUA has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 14.1% for VOO. 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 -32.9% for JQUA 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JQUA charges 0.12% per year while VOO charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, JQUA currently yields 1.19% against 1.09% for VOO.
Holdings Overlap
JQUA and VOO share 177 holdings out of 614 unique holdings combined, representing a 43.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in JQUA | Weight in VOO | Difference |
|---|---|---|---|
| NVDA | 2.03% | 7.51% | 5.48% |
| AAPL | 2.05% | 6.59% | 4.54% |
| MSFT | 1.69% | 4.30% | 2.61% |
| GOOGL | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| BRK.B | Pro | Pro | Pro |
| AMD | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
See all 10 holdings JQUA shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, JQUA or VOO?
JQUA has an expense ratio of 0.12% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, JQUA or VOO?
Over the past year JQUA returned +22.84% vs +22.88% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), JQUA annualized +14.21% vs +13.54% for VOO. Past performance does not guarantee future results.
Which is riskier, JQUA or VOO?
JQUA has been the more volatile fund at 15.4% annualized versus 14.1% for VOO. Worst drawdown: JQUA -32.9% vs VOO -34.3%.
Should I hold both JQUA and VOO?
JQUA and VOO have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between JQUA and VOO?
JQUA and VOO share 177 common holdings with a 43.5% weight overlap. Combined, they hold 614 unique securities.
Which pays a higher dividend, JQUA or VOO?
JQUA yields 1.19% while VOO yields 1.09%, so JQUA currently pays the higher dividend yield.
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