the gap between themVOO ahead by $4,434
JEPI solid · VOO dashed · weekly closes, dividends reinvested
Even at 2 each. The difference is in the details below.
- Grew more over five yearsJEPI +43% · VOO +87%
VOO
- Fell less at its worstJEPI −13% · VOO −24%
JEPI
- Calmer rideJEPI 11% vol · VOO 16% vol
- Cheaper to holdJEPI 0.35% a year · VOO 0.03% a year
move together · correlation 0.87
Side by side, line by line
| Metric | ||
|---|---|---|
| Price | $56.77 | $715.59 |
| Fund size | $45.27B | $1.73T |
| 1-year return | +9.8% | +20.5% (ahead) |
| 3-year return, a year | +10.4% | +23.3% (ahead) |
| 5-year return, a year | +7.4% | +13.4% (ahead) |
| Volatility, a year | 11% (ahead) | 16% |
| Worst drawdown | −13% (ahead) | −24% |
| Worst week | −7.3% (ahead)Mar 2025 | −8.9%Mar 2025 |
| Beta | 0.42 | 1.00 |
| Dividend yield | 8.16% | 1.06% |
| Expense ratio | 0.35% | 0.03% (ahead) |
Do JEPI and VOO move together?
Correlation compares JEPI’s and VOO’s weekly returns from Oct 2021 to Oct 2026. Two holdings near +1 fall on the same weeks, so owning both doesn’t cushion anything. Your portfolio has more than two lines, and Portfolio Terminal runs this check across every pair you hold.
How far each one fell
JEPI
−13%
From its Apr 2022 high to Sep 2022. Back at that high by Apr 2023.
VOO
−24%
From its Dec 2021 high to Sep 2022. Back at that high by Dec 2023.
Worst peak-to-trough fall on weekly closes · dividends reinvested
How much of it is the same money
- same money
- same companies, extra weight
- only in this fund
JEPI vs VOO: what people ask
Is JEPI better than VOO?
Over the past five years, VOO delivered the higher return: +13.4% a year against +7.4% for JEPI, dividends reinvested. It also fell further at its worst (−24% against −13%), so the extra return came with a rougher ride. Which is better depends on the job it does in your portfolio, and past returns don’t predict future ones.
What is the difference between JEPI and VOO?
JEPI is JPMorgan Equity Premium Income ETF, a fund with $45.27B in assets. VOO is Vanguard S&P 500 ETF, a fund with $1.73T in assets. JEPI charges 0.35% a year and VOO 0.03%.
Should I own both JEPI and VOO?
Their weekly returns had a correlation of 0.87 over the past five years. Most weeks they go the same way. Owning both spreads company risk, not market risk. Whether that suits you depends on everything else you hold, which is the check Portfolio Terminal runs across a whole portfolio.
Which is riskier, JEPI or VOO?
VOO swung more: 16% annual volatility against 11% for JEPI. At their worst, JEPI fell 13% and VOO 24% from a previous high. Against the broad market, their betas are 0.42 and 1.00.
Which pays a higher dividend, JEPI or VOO?
JEPI currently yields 8.16%, against 1.06% for VOO. Yields move with price, so a higher yield can also mean a falling price.
Which is cheaper to hold, JEPI or VOO?
VOO charges 0.03% a year and JEPI 0.35%. On $10,000, that is $32.00 a year in favor of VOO. Left for 30 years at 7% a year before fees, $10,000 would end $6,918 higher in VOO.
Compare something else
Any two stocks or ETFs. Keep JEPI or swap both.
Returns use weekly closes adjusted for dividends and splits, from Oct 2021 to Oct 2026. Quotes, fees and holdings come from public market data and refresh daily. This page describes what happened; it is not investment advice, and past performance doesn’t predict future returns.