BIGTX vs. WOOPX
BIGTX (The Texas Fund) and WOOPX (JPMorgan SMID Cap Equity Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, BIGTX returned 9.98%/yr vs 7.05%/yr for WOOPX. Their correlation of 0.83 means they have usually moved in the same direction. BIGTX charges 1.67%/yr vs 0.84%/yr for WOOPX.
Performance
BIGTX vs. WOOPX - Performance Comparison
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Returns By Period
In the year-to-date period, BIGTX achieves a 17.83% return, which is significantly higher than WOOPX's 8.22% return. Over the past 10 years, BIGTX has outperformed WOOPX with an annualized return of 9.98%, while WOOPX has yielded a comparatively lower 7.05% annualized return.
BIGTX
- 1D
- 2.35%
- 1M
- -1.53%
- 6M
- 9.80%
- YTD
- 17.83%
- 1Y
- 22.58%
- 3Y*
- 14.23%
- 5Y*
- 9.15%
- 10Y*
- 9.98%
- ALL TIME*
- 6.31%
WOOPX
- 1D
- 0.06%
- 1M
- -2.37%
- 6M
- 4.13%
- YTD
- 8.22%
- 1Y
- 7.50%
- 3Y*
- 6.07%
- 5Y*
- 2.74%
- 10Y*
- 7.05%
- ALL TIME*
- 9.07%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BIGTX The Texas Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
BIGTX vs. WOOPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIGTX The Texas Fund | 17.83% | 5.98% | 15.76% | 11.32% | -6.93% | 23.90% | 13.11% | 9.61% | -11.44% | 11.58% |
WOOPX JPMorgan SMID Cap Equity Fund | 8.22% | -2.61% | 11.33% | 13.31% | -18.98% | 23.19% | 10.20% | 26.22% | -11.49% | 16.94% |
Correlation
The correlation between BIGTX and WOOPX is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.80 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.83 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.83 |
The correlation between BIGTX and WOOPX shifts across timeframes, from 0.70 (1 year) to 0.83 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BIGTX vs. WOOPX — Risk / Return Rank
BIGTX
WOOPX
BIGTX vs. WOOPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Texas Fund (BIGTX) and JPMorgan SMID Cap Equity Fund (WOOPX). 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.
| BIGTX | WOOPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.97 | ||
| Sortino ratioReturn per unit of downside risk | +1.26 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.06 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.13 | 0.43 | +1.70 |
| Martin ratioReturn relative to average drawdown | 6.69 | 1.12 | +5.58 |
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Drawdowns
BIGTX vs. WOOPX - Drawdown Comparison
The maximum BIGTX drawdown since its inception was -77.89%, which is greater than WOOPX's maximum drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for BIGTX and WOOPX.
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Drawdown Indicators
| BIGTX | WOOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.89% | -58.15% | -19.74% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -11.37% | +2.45% |
Max Drawdown (3Y)Largest decline over 3 years | -77.89% | -23.37% | -54.52% |
Max Drawdown (5Y)Largest decline over 5 years | -77.89% | -24.94% | -52.95% |
Max Drawdown (10Y)Largest decline over 10 years | -77.89% | -41.30% | -36.59% |
Current DrawdownCurrent decline from peak | -67.25% | -3.35% | -63.90% |
Average DrawdownAverage peak-to-trough decline | -17.78% | -8.18% | -9.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.85% | 4.40% | -1.55% |
Volatility
BIGTX vs. WOOPX - Volatility Comparison
The Texas Fund (BIGTX) has a higher volatility of 4.80% compared to JPMorgan SMID Cap Equity Fund (WOOPX) at 3.48%. This indicates that BIGTX's price experiences larger fluctuations and is considered to be riskier than WOOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIGTX | WOOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 3.48% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 11.16% | 11.83% | -0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.95% | 16.23% | -1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 126.71% | 18.85% | +107.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 90.64% | 20.14% | +70.50% |
BIGTX vs. WOOPX - Expense Ratio Comparison
BIGTX has a 1.67% expense ratio, which is higher than WOOPX's 0.84% expense ratio.
Dividends
BIGTX vs. WOOPX - Dividend Comparison
BIGTX's dividend yield for the trailing twelve months is around 6.29%, less than WOOPX's 6.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGTX The Texas Fund | 6.29% | 7.38% | 3.52% | 2.51% | 3.06% | 5.27% | 0.07% | 0.08% | 2.27% | 0.00% | 0.00% | 0.00% |
WOOPX JPMorgan SMID Cap Equity Fund | 6.45% | 6.98% | 1.62% | 0.49% | 12.28% | 20.40% | 3.88% | 11.31% | 26.09% | 7.74% | 0.72% | 9.47% |
Frequently Asked Questions
BIGTX and WOOPX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BIGTX has higher volatility (4.80%) compared to WOOPX (3.48%). In terms of maximum drawdown, BIGTX dropped -77.89% vs WOOPX's -58.15%.
BIGTX currently has the higher Sharpe Ratio (1.27 vs 0.30), 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.
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