JSCP vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. JSCP offers more diversification with 657 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: JSCP

Side-by-Side Comparison

MetricJSCPVOOWinner
Expense Ratio0.33%0.03%
AUM$1.7B$979.0B
Dividend Yield4.75%1.09%
Holdings1,209509
YTD Return+0.81%+9.95%
1Y Return+3.71%+19.58%
3Y Return (annualized)+5.53%+19.43%
5Y Return (annualized)+2.42%+12.89%
Volatility (annualized)3.0%14.2%
Max Drawdown-8.9%-34.3%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionMar 1, 2021Sep 7, 2010

JSCP vs VOO Performance

JPMorgan Short Duration Core Plus ETF (JSCP) 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 JSCP returned +3.71% while VOO returned +19.58%. Year to date, JSCP is up 0.81% versus a gain of 9.95% for VOO.

Over three years, JSCP compounded at +5.53% per year against +19.43% for VOO; over five years the annualized figures are +2.42% and +12.89% respectively. Across the full 5-year window we track, VOO has the edge at +13.35% annualized vs +2.36%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 3.0% for JSCP. 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 -8.9% for JSCP 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JSCP charges 0.33% per year while VOO charges 0.03%. On a $10,000 position that is $33 vs $3 annually, a gap of $30 per year that compounds over a long holding period. On income, JSCP currently yields 4.75% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

JSCP and VOO share 0 holdings out of 1162 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, JSCP or VOO?

JSCP has an expense ratio of 0.33% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, JSCP or VOO?

Over the past year JSCP returned +3.71% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), JSCP annualized +2.36% vs +13.35% for VOO. Past performance does not guarantee future results.

Which is riskier, JSCP or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 3.0% for JSCP. Worst drawdown: JSCP -8.9% vs VOO -34.3%.

Should I hold both JSCP and VOO?

JSCP and VOO have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JSCP and VOO?

JSCP and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1162 unique securities.

Which pays a higher dividend, JSCP or VOO?

JSCP yields 4.75% while VOO yields 1.09%, so JSCP currently pays the higher dividend yield.

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