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 Investments. It was launched on Mar 31, 2004. JPUS is a passively managed fund by JPMorgan Chase that tracks the performance of the JPMorgan Diversified Factor US Equity Index. It was launched on Sep 29, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACLAX or JPUS.
Key characteristics
| ACLAX | JPUS | |
|---|---|---|
| YTD Return | 9.60% | 14.55% |
| 1Y Return | 17.20% | 22.23% |
| 3Y Return (Ann) | 6.07% | 7.17% |
| 5Y Return (Ann) | 9.35% | 11.50% |
| Sharpe Ratio | 1.33 | 1.78 |
| Daily Std Dev | 11.52% | 11.59% |
| Max Drawdown | -51.37% | -38.69% |
| Current Drawdown | -0.88% | -1.17% |
Correlation
The correlation between ACLAX and JPUS is 0.88, 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.
Performance
ACLAX vs. JPUS - Performance Comparison
In the year-to-date period, ACLAX achieves a 9.60% return, which is significantly lower than JPUS's 14.55% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ACLAX vs. JPUS - Expense Ratio Comparison
ACLAX has a 1.22% expense ratio, which is higher than JPUS's 0.18% expense ratio.
Risk-Adjusted Performance
ACLAX vs. JPUS - Risk-Adjusted Performance 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.
Dividends
ACLAX vs. JPUS - Dividend Comparison
ACLAX's dividend yield for the trailing twelve months is around 4.56%, more than JPUS's 2.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACLAX American Century Mid Cap Value Fund A Class | 4.56% | 5.01% | 14.77% | 15.72% | 1.62% | 1.23% | 14.17% | 9.25% | 3.82% | 10.86% | 10.91% | 7.17% |
JPUS JPMorgan Diversified Return US Equity ETF | 2.05% | 2.26% | 2.35% | 1.67% | 1.94% | 2.09% | 2.16% | 1.25% | 0.77% | 0.48% | 0.00% | 0.00% |
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. For additional features, visit the drawdowns tool.
Volatility
ACLAX vs. JPUS - Volatility Comparison
The current volatility for American Century Mid Cap Value Fund A Class (ACLAX) is 2.52%, while JPMorgan Diversified Return US Equity ETF (JPUS) has a volatility of 3.24%. This indicates that ACLAX experiences smaller price fluctuations and is considered to be less risky than JPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.