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JGRW vs VOOV

Jensen Quality Growth ETF vs Vanguard S&P 500 Value Index Fund ETF Shares

JGRW

Jensen Quality Growth ETF

Annual cost

0.57%

Fund size

$96M

VOOV

Vanguard S&P 500 Value Index Fund ETF Shares

Annual cost

0.07%

Fund size

$6.7B

Key differences

Both JGRW and VOOV are equity ETFs. JGRW charges 0.57% a year and VOOV 0.07%. The main difference: JGRW follows a active selection strategy; VOOV uses index tracking.

  • JGRW follows a active selection strategy; VOOV uses index tracking.
  • VOOV costs 0.50% less per year.
  • VOOV is much larger than JGRW. Larger funds are usually more liquid and less likely to close.
  • VOOV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JGRWVOOV
Annual cost (TER)0.57%0.07%
Fund size (AUM)$96M$6.7B
Since20242010
Dividend yield0.45%1.67%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+1.9%+21.3%
CAGR 3YN/A+16.5%
CAGR 5YN/A+10.8%
Sharpe 3YN/A0.99
Volatility 1Y11.85%9.94%
Max drawdown-14.63%-37.31%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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