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JPMB vs. VOO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JPMB vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, JPMB achieves a 1.95% return, which is significantly lower than VOO's 8.19% return.


JPMB

1D
-0.11%
1M
1.76%
YTD
1.95%
6M
1.93%
1Y
10.60%
3Y*
7.78%
5Y*
1.42%
10Y*

VOO

1D
-1.42%
1M
-1.34%
YTD
8.19%
6M
7.24%
1Y
23.69%
3Y*
20.78%
5Y*
13.13%
10Y*
15.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JPMB vs. VOO - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
JPMB
JPMorgan USD Emerging Markets Sovereign Bond ETF
1.95%13.73%1.46%9.48%-16.05%-2.26%5.36%17.71%-4.74%
VOO
Vanguard S&P 500 ETF
8.19%17.82%24.98%26.32%-18.17%28.79%18.32%31.37%-9.47%

Correlation

The correlation between JPMB and VOO is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.60

Correlation (3Y)
Calculated over the trailing 3-year period

0.52

Correlation (5Y)
Calculated over the trailing 5-year period

0.50

Correlation (All Time)
Calculated using the full available price history since Jan 31, 2018

0.46

The correlation between JPMB and VOO shifts across timeframes, from 0.46 (all time) to 0.60 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

JPMB vs. VOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JPMB
JPMB Risk / Return Rank: 6262
Overall Rank
JPMB Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
JPMB Sortino Ratio Rank: 6868
Sortino Ratio Rank
JPMB Omega Ratio Rank: 6868
Omega Ratio Rank
JPMB Calmar Ratio Rank: 5050
Calmar Ratio Rank
JPMB Martin Ratio Rank: 5959
Martin Ratio Rank

VOO
VOO Risk / Return Rank: 5959
Overall Rank
VOO Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 5656
Sortino Ratio Rank
VOO Omega Ratio Rank: 5858
Omega Ratio Rank
VOO Calmar Ratio Rank: 5656
Calmar Ratio Rank
VOO Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JPMB vs. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


JPMBVOODifference
Sharpe ratioReturn per unit of total volatility

+0.05

Sortino ratioReturn per unit of downside risk

+0.29

Omega ratioGain probability vs. loss probability

1.38

1.35

+0.03

Calmar ratioReturn relative to maximum drawdown

2.31

2.67

-0.36

Martin ratioReturn relative to average drawdown

9.81

11.96

-2.15

JPMB vs. VOO - Sharpe Ratio Comparison

The current JPMB Sharpe Ratio is 1.96, which is comparable to the VOO Sharpe Ratio of 1.91. The chart below compares the historical Sharpe Ratios of JPMB and VOO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

JPMB vs. VOO - Drawdown Comparison

The maximum JPMB drawdown since its inception was -26.33%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JPMB and VOO.


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Drawdown Indicators


JPMBVOODifference

Max Drawdown

Largest peak-to-trough decline

-26.33%

-33.99%

+7.66%

Max Drawdown (1Y)

Largest decline over 1 year

-4.61%

-8.90%

+4.29%

Max Drawdown (3Y)

Largest decline over 3 years

-7.53%

-18.69%

+11.16%

Max Drawdown (5Y)

Largest decline over 5 years

-26.16%

-24.52%

-1.64%

Max Drawdown (10Y)

Largest decline over 10 years

-33.99%

Current Drawdown

Current decline from peak

-0.53%

-3.14%

+2.61%

Average Drawdown

Average peak-to-trough decline

-7.02%

-3.68%

-3.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.08%

1.99%

-0.91%

Volatility

JPMB vs. VOO - Volatility Comparison

The current volatility for JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) is 1.79%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that JPMB experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JPMBVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.79%

4.83%

-3.04%

Volatility (6M)

Calculated over the trailing 6-month period

4.53%

9.82%

-5.29%

Volatility (1Y)

Calculated over the trailing 1-year period

5.43%

12.46%

-7.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.94%

16.91%

-7.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.63%

18.02%

-8.39%

JPMB vs. VOO - Expense Ratio Comparison

JPMB has a 0.39% expense ratio, which is higher than VOO's 0.03% expense ratio.


Dividends

JPMB vs. VOO - Dividend Comparison

JPMB's dividend yield for the trailing twelve months is around 5.78%, more than VOO's 1.05% yield.


PositionTTM20252024202320222021202020192018201720162015
JPMB
JPMorgan USD Emerging Markets Sovereign Bond ETF
5.78%6.71%6.32%5.99%4.94%4.29%4.29%4.51%4.58%0.00%0.00%0.00%
VOO
Vanguard S&P 500 ETF
1.05%1.13%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%

Frequently Asked Questions


JPMB and VOO have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VOO has higher volatility (4.83%) compared to JPMB (1.79%). In terms of maximum drawdown, JPMB dropped -26.33% vs VOO's -33.99%.

On 5-year performance, VOO leads with 13.13% vs 1.42% for JPMB. On fees, VOO is cheaper at 0.03% per year. On volatility, JPMB has been the lower-risk option at 1.79%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, VOO has performed better with a 13.13% return vs 1.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VOO is cheaper with a 0.03% expense ratio, compared with 0.39% for JPMB.

JPMB has the higher dividend yield at 5.78%, compared with 1.05% for VOO.

JPMB is categorized as Emerging Markets Bonds, while VOO is S&P 500. JPMB tracks J.P. Morgan Emerging Markets Risk-Aware Bond Index, while VOO tracks S&P 500 Index. They also come from different issuers: JPMorgan and Vanguard. Their fees differ too: 0.39% for JPMB and 0.03% for VOO.

JPMB currently has the higher Sharpe Ratio (1.96 vs 1.91), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for JPMB and VOO

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