JQUA vs VONE
JPMorgan US Quality Factor ETF vs Vanguard Russell 1000 ETF
Which is better, JQUA or VONE?
Nearly the same fund. VONE costs less.
VONE has a lower expense ratio. JQUA led over 1Y, 5Y and the full window, VONE over 3Y. The two have moved almost in lockstep, correlation 0.97. JQUA is less concentrated, with 19.8% of the fund in its ten largest positions against 34.9%.
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 | JQUA | VONE |
|---|---|---|
| Expense Ratio | 0.12% | 0.06%Best |
| AUM | $9.3B | $8.9B |
| Dividend Yield | 1.08% | 1.02% |
| Holdings | 624 | 1,027 |
| YTD Return | +19.98%Best | +13.02% |
| 1Y Return | +21.86%Best | +16.73% |
| 3Y Return (annualized) | +20.91% | +22.11%Best |
| 5Y Return (annualized) | +13.77%Best | +12.44% |
| Volatility (annualized) | 15.3%Best | 16.5% |
| Max Drawdown | -32.9%Best | -34.7% |
| $10,000 over 5 years | $19,061Best | $17,972 |
| Top 10 Weight | 19.8%Best | 34.9% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 8, 2017 | Sep 20, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Nov 9, 2017 to Oct 14, 2026 (8.9 years).
JQUA vs VONE 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 8.9 years both funds cover.
JQUA vs VONE Performance
JPMorgan US Quality Factor ETF (JQUA) is an ETF from J.P. Morgan Asset Management and Vanguard Russell 1000 ETF (VONE) is an ETF from Vanguard (US). Over the past year JQUA returned +21.86% while VONE returned +16.73%. Year to date, JQUA is up 19.98% versus a gain of 13.02% for VONE.
Over three years, JQUA compounded at +20.91% per year against +22.11% for VONE; over five years the annualized figures are +13.77% and +12.44% respectively. Across the full 9-year window we track, JQUA has the edge at +14.13% annualized vs +13.77%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VONE has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 15.3% for JQUA. 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 -34.7% for VONE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 VONE charges 0.06%. On a $10,000 position that is $12 vs $6 annually, a gap of $6 per year that compounds over a long holding period. On income, JQUA currently yields 1.08% against 1.02% for VONE.
Holdings Overlap
97.6% of JQUA's money is in holdings VONE also owns. 57.7% of VONE's money is in holdings JQUA also owns.
Most of JQUA is already inside VONE. Owning both mostly buys the same companies twice.
295 positions in common, counted across the 306 positions we hold weights for in JQUA and 1,014 in VONE, against full books of 624 and 1,027.
What only one of them owns
Our book lists 635 positions for VONE that do not appear in our book for JQUA (41.6% of the fund), and 4 for JQUA that do not appear in VONE (1.5%).
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 JQUA | Weight in VONE | Difference |
|---|---|---|---|
| NVDANvidia Corp | 2.00% | 7.26% | 5.26% |
| AAPLApple, Inc | 2.06% | 6.46% | 4.40% |
| MSFTMicrosoft Corp | 2.05% | 5.31% | 3.26% |
| GOOGLAlphabet Inc | 1.80% | 2.79% | 0.99% |
| AVGOBroadcom Inc | 1.92% | 2.43% | 0.51% |
| METAMeta Platforms Inc | 2.10% | 1.77% | 0.33% |
| MUMicron Technology, Inc. | 2.16% | 1.52% | 0.64% |
| AMDAdvanced Micro Devices Inc | 2.26% | 1.08% | 1.18% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.61% | 1.32% | 0.29% |
| XOMExxonmobil Corp. | 1.78% | 0.94% | 0.84% |
97.6% of JQUA is already inside VONE.
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, JQUA or VONE?
JQUA has an expense ratio of 0.12% while VONE charges 0.06%. VONE is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, JQUA or VONE?
Over the past year JQUA returned +21.86% vs +16.73% for VONE, so JQUA leads on 1-year performance. Over the longest common window we track (9 years), JQUA annualized +14.13% vs +13.77% for VONE. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JQUA or VONE?
VONE has been the more volatile fund at 16.5% annualized versus 15.3% for JQUA. Worst drawdown: JQUA -32.9% vs VONE -34.7%.
Should I hold both JQUA and VONE?
JQUA and VONE have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between JQUA and VONE?
97.6% of JQUA's money is in holdings VONE also owns. 57.7% of VONE's is in holdings JQUA also owns. They hold 295 positions in common, counted across the 306 positions we hold weights for in JQUA and 1,014 in VONE.
Which pays a higher dividend, JQUA or VONE?
JQUA yields 1.08% while VONE yields 1.02%, so JQUA currently pays the higher dividend yield.
Is VONE better than JQUA?
VONE has a lower expense ratio. JQUA led over 1Y, 5Y and the full window, VONE over 3Y. The two have moved almost in lockstep, correlation 0.97. JQUA is less concentrated, with 19.8% of the fund in its ten largest positions against 34.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.