JDIV vs VOO
JPMorgan Dividend Leaders ETF vs Vanguard S&P 500 ETF
Which is better, JDIV or VOO?
Large Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y and the full window. JDIV is less concentrated, with 30.7% of the fund in its ten largest positions against 37.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | JDIV | VOO |
|---|---|---|
| Expense Ratio | 0.47% | 0.03%Best |
| AUM | $13M | $1.0T |
| Dividend Yield | 1.56% | 1.06% |
| Holdings | 98 | 506 |
| YTD Return | +5.43% | +13.57%Best |
| 1Y Return | +7.36% | +17.55%Best |
| 3Y Return (annualized) | - | +22.46% |
| 5Y Return (annualized) | - | +13.28% |
| Volatility (annualized) | 10.3%Best | 12.4% |
| Max Drawdown | -13.3%Best | -18.7% |
| $10,000 over 2 years | $11,920 | $13,673Best |
| Top 10 Weight | 30.7%Best | 37.9% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Sep 25, 2024 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 26, 2024 to Oct 14, 2026 (2 years).
JDIV vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2 years both funds cover.
JDIV vs VOO Performance
JPMorgan Dividend Leaders ETF (JDIV) is an ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year JDIV returned +7.36% while VOO returned +17.55%. Year to date, JDIV is up 5.43% versus a gain of 13.57% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.4% compared with 10.3% for JDIV. 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 -13.3% for JDIV and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JDIV charges 0.47% per year while VOO charges 0.03%. On a $10,000 position that is $47 vs $3 annually, a gap of $44 per year that compounds over a long holding period. On income, JDIV currently yields 1.56% against 1.06% for VOO.
Holdings Overlap
56.7% of JDIV's money is in holdings VOO also owns. 31.2% of VOO's money is in holdings JDIV also owns.
The two portfolios partly overlap.
46 positions in common, counted across the 87 positions we hold weights for in JDIV and 504 in VOO, against full books of 98 and 506.
What only one of them owns
Our book lists 453 positions for VOO that do not appear in our book for JDIV (68.5% of the fund), and 5 for JDIV that do not appear in VOO (4.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in JDIV | Weight in VOO | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp_None_0 | 7.04% | 5.70% | 1.34% |
| NVDANvidia Corp. | 2.87% | 8.09% | 5.22% |
| GOOGAlphabet, Inc.- Cl C | 2.03% | 2.40% | 0.37% |
| AVGOBroadcom Inc | 0.70% | 2.65% | 1.95% |
| MAMastercard Inc | 2.54% | 0.72% | 1.82% |
| JNJJohnson & Johnson - Common | 1.68% | 0.97% | 0.71% |
| NEENextera Energy Inc. | 2.32% | 0.26% | 2.06% |
| ABBVAbbvie Inc. | 1.68% | 0.69% | 0.99% |
| XOMExxon Mobil Corp | 1.20% | 1.01% | 0.19% |
| BACBank Amer Secs Inc | 1.40% | 0.61% | 0.79% |
56.7% of JDIV is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JDIV or VOO?
JDIV has an expense ratio of 0.47% while VOO charges 0.03%. VOO is the cheaper option, by $44 a year on a $10,000 investment.
Which performed better, JDIV or VOO?
Over the past year JDIV returned +7.36% vs +17.55% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), JDIV annualized +9.18% vs +16.93% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JDIV or VOO?
VOO has been the more volatile fund at 12.4% annualized versus 10.3% for JDIV. Worst drawdown: JDIV -13.3% vs VOO -18.7%.
Should I hold both JDIV and VOO?
JDIV and VOO have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JDIV and VOO?
56.7% of JDIV's money is in holdings VOO also owns. 31.2% of VOO's is in holdings JDIV also owns. They hold 46 positions in common, counted across the 87 positions we hold weights for in JDIV and 504 in VOO.
Which pays a higher dividend, JDIV or VOO?
JDIV yields 1.56% while VOO yields 1.06%, so JDIV currently pays the higher dividend yield.
Is VOO better than JDIV?
VOO has a lower expense ratio. VOO led over 1Y and the full window. JDIV is less concentrated, with 30.7% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.