JPEF vs VOXP

JPEF vs VOXP

Which is better, JPEF or VOXP?

VOXP has been ahead.

VOXP has a lower expense ratio. VOXP led over 1Y. VOXP is less concentrated, with 38.2% of the fund in its ten largest positions against 45.8%.

Lower Fees: VOXPHigher Returns (1Y): VOXPLess Concentrated: VOXP

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

MetricJPEFVOXP
Expense Ratio0.44%0.30%Best
AUM$2.1B$8M
Dividend Yield0.64%0.73%
Holdings841,016
YTD Return+9.64%+18.74%Best
1Y Return+11.56%-
3Y Return (annualized)+19.60%-
Top 10 Weight45.8%38.2%Best
Fund FamilyJ.P. Morgan Asset ManagementReverb ETF
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMar 10, 2023Nov 3, 2022

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

JPEF vs VOXP 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare JPEF against instead:JPEF vs SPYJPEF vs QQQJPEF vs VOOJPEF vs VTIVOXP against:VOXP vs VXUS

JPEF vs VOXP Performance

JPMorgan Equity Focus ETF (JPEF) is an ETF from J.P. Morgan Asset Management and Vox Populi ETF (VOXP) is an ETF from Reverb ETF. Year to date, JPEF is up 9.64% versus a gain of 18.74% for VOXP.

Past performance does not guarantee future results.

Fees and Cost Over Time

JPEF charges 0.44% per year while VOXP charges 0.30%. On a $10,000 position that is $44 vs $30 annually, a gap of $14 per year that compounds over a long holding period. On income, JPEF currently yields 0.64% against 0.73% for VOXP.

Holdings Overlap

JPEF already in VOXP87.3%
VOXP already in JPEF38.3%

87.3% of JPEF's money is in holdings VOXP also owns. 38.3% of VOXP's money is in holdings JPEF also owns.

Most of JPEF is already inside VOXP. Owning both mostly buys the same companies twice.

36 positions in common, counted across the 41 positions we hold weights for in JPEF and 507 in VOXP, against full books of 84 and 1,016.

What only one of them owns

Our book lists 419 positions for VOXP that do not appear in our book for JPEF (57.0% of the fund), and 5 for JPEF that do not appear in VOXP (12.8%).

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

StockWeight in JPEFWeight in VOXPDifference
NVDANvidia Corp.9.59%6.98%2.61%
AAPLApple Inc5.69%6.96%1.27%
MSFTMicrosoft Corp_None_05.05%4.73%0.32%
AMZNAmazon.Com Inc4.50%3.83%0.67%
AVGOBroadcom Inc2.80%2.01%0.79%
METAMeta Platforms, Inc.2.36%2.38%0.02%
JNJJohnson & Johnson - Common3.24%0.87%2.37%
AMDAdvanced Micro Devices Inc.2.74%0.94%1.80%
MUMicron Technology, Inc.2.45%1.16%1.29%
XOMExxon Mobil Corp2.56%0.91%1.65%

87.3% of JPEF is already inside VOXP.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

JPEFVOXP

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Frequently Asked Questions

Which is cheaper, JPEF or VOXP?

JPEF has an expense ratio of 0.44% while VOXP charges 0.30%. VOXP is the cheaper option, by $14 a year on a $10,000 investment.

What is the holdings overlap between JPEF and VOXP?

87.3% of JPEF's money is in holdings VOXP also owns. 38.3% of VOXP's is in holdings JPEF also owns. They hold 36 positions in common, counted across the 41 positions we hold weights for in JPEF and 507 in VOXP.

Which pays a higher dividend, JPEF or VOXP?

JPEF yields 0.64% while VOXP yields 0.73%, so VOXP currently pays the higher dividend yield.

Is VOXP better than JPEF?

VOXP has a lower expense ratio. VOXP led over 1Y. VOXP is less concentrated, with 38.2% of the fund in its ten largest positions against 45.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.