ACLAX vs. JPUS
Compare and contrast key facts about American Century Mid Cap Value Fund A Class (ACLAX) and JPMorgan Diversified Return US Equity ETF (JPUS).
ACLAX is managed by American Century. It was launched on Mar 31, 2004. JPUS is a passively managed fund by JPMorgan that tracks the performance of the JPMorgan Diversified Factor US Equity Index. It was launched on Sep 29, 2015.
Performance
ACLAX vs. JPUS - Performance Comparison
Loading graphics...
ACLAX vs. JPUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACLAX American Century Mid Cap Value Fund A Class | 2.49% | 8.52% | 8.18% | 5.93% | -1.53% | 23.01% | 1.44% | 28.55% | -12.93% | 11.31% |
JPUS JPMorgan Diversified Return US Equity ETF | 6.03% | 11.18% | 13.48% | 10.98% | -8.47% | 29.09% | 7.54% | 25.50% | -6.14% | 20.58% |
Returns By Period
In the year-to-date period, ACLAX achieves a 2.49% return, which is significantly lower than JPUS's 6.03% return. Over the past 10 years, ACLAX has underperformed JPUS with an annualized return of 8.53%, while JPUS has yielded a comparatively higher 11.13% annualized return.
ACLAX
- 1D
- 1.55%
- 1M
- -6.35%
- YTD
- 2.49%
- 6M
- 2.67%
- 1Y
- 9.26%
- 3Y*
- 8.02%
- 5Y*
- 6.47%
- 10Y*
- 8.53%
JPUS
- 1D
- 0.50%
- 1M
- -4.20%
- YTD
- 6.03%
- 6M
- 6.60%
- 1Y
- 16.12%
- 3Y*
- 13.60%
- 5Y*
- 9.66%
- 10Y*
- 11.13%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ACLAX vs. JPUS - Expense Ratio Comparison
ACLAX has a 1.22% expense ratio, which is higher than JPUS's 0.18% expense ratio.
Return for Risk
ACLAX vs. JPUS — Risk / Return Rank
ACLAX
JPUS
ACLAX vs. JPUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value Fund A Class (ACLAX) and JPMorgan Diversified Return US Equity ETF (JPUS). 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.
| ACLAX | JPUS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 1.09 | -0.50 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.59 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.23 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.39 | -0.50 |
Martin ratioReturn relative to average drawdown | 3.32 | 6.57 | -3.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ACLAX | JPUS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.09 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.67 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.67 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.70 | -0.22 |
Correlation
The correlation between ACLAX and JPUS is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ACLAX vs. JPUS - Dividend Comparison
ACLAX's dividend yield for the trailing twelve months is around 13.82%, more than JPUS's 2.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACLAX American Century Mid Cap Value Fund A Class | 13.82% | 14.24% | 8.53% | 5.01% | 14.77% | 15.72% | 1.62% | 1.23% | 14.17% | 9.25% | 3.82% | 10.86% |
JPUS JPMorgan Diversified Return US Equity ETF | 2.15% | 2.27% | 2.12% | 2.26% | 2.35% | 1.67% | 1.94% | 2.09% | 2.16% | 1.25% | 0.77% | 0.48% |
Drawdowns
ACLAX vs. JPUS - Drawdown Comparison
The maximum ACLAX drawdown since its inception was -51.37%, which is greater than JPUS's maximum drawdown of -38.69%. Use the drawdown chart below to compare losses from any high point for ACLAX and JPUS.
Loading graphics...
Drawdown Indicators
| ACLAX | JPUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.37% | -38.69% | -12.68% |
Max Drawdown (1Y)Largest decline over 1 year | -10.99% | -11.63% | +0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -17.55% | -19.04% | +1.49% |
Max Drawdown (10Y)Largest decline over 10 years | -39.24% | -38.69% | -0.55% |
Current DrawdownCurrent decline from peak | -6.58% | -4.20% | -2.38% |
Average DrawdownAverage peak-to-trough decline | -6.29% | -3.87% | -2.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 2.47% | +0.51% |
Volatility
ACLAX vs. JPUS - Volatility Comparison
American Century Mid Cap Value Fund A Class (ACLAX) has a higher volatility of 4.16% compared to JPMorgan Diversified Return US Equity ETF (JPUS) at 3.96%. This indicates that ACLAX's price experiences larger fluctuations and is considered to be riskier than JPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ACLAX | JPUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 3.96% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 8.65% | 7.76% | +0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.62% | 14.90% | +0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.65% | 14.51% | +0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.49% | 16.74% | +0.75% |