CGUS vs. JUEMX
Compare and contrast key facts about Capital Group Core Equity ETF (CGUS) and JPMorgan U.S. Equity Fund R6 (JUEMX).
CGUS is an actively managed fund by Capital Group. It was launched on Feb 22, 2022. JUEMX is managed by JPMorgan Chase. It was launched on Sep 17, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGUS or JUEMX.
Performance
CGUS vs. JUEMX - Performance Comparison
Returns By Period
In the year-to-date period, CGUS achieves a 24.80% return, which is significantly lower than JUEMX's 27.64% return.
CGUS
24.80%
1.77%
11.42%
31.23%
N/A
N/A
JUEMX
27.64%
2.49%
13.24%
32.95%
11.05%
6.70%
Key characteristics
| CGUS | JUEMX | |
|---|---|---|
| Sharpe Ratio | 2.62 | 2.59 |
| Sortino Ratio | 3.50 | 3.52 |
| Omega Ratio | 1.48 | 1.49 |
| Calmar Ratio | 4.67 | 2.42 |
| Martin Ratio | 20.45 | 17.84 |
| Ulcer Index | 1.54% | 1.85% |
| Daily Std Dev | 12.01% | 12.74% |
| Max Drawdown | -21.86% | -34.95% |
| Current Drawdown | -1.71% | -1.09% |
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CGUS vs. JUEMX - Expense Ratio Comparison
CGUS has a 0.33% expense ratio, which is lower than JUEMX's 0.44% expense ratio.
Correlation
The correlation between CGUS and JUEMX is 0.97, 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.
Risk-Adjusted Performance
CGUS vs. JUEMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Core Equity ETF (CGUS) and JPMorgan U.S. Equity Fund R6 (JUEMX). 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
CGUS vs. JUEMX - Dividend Comparison
CGUS's dividend yield for the trailing twelve months is around 1.00%, more than JUEMX's 0.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGUS Capital Group Core Equity ETF | 1.00% | 1.22% | 1.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JUEMX JPMorgan U.S. Equity Fund R6 | 0.74% | 1.06% | 1.28% | 0.79% | 0.92% | 1.10% | 1.41% | 1.11% | 1.22% | 1.24% | 1.36% | 1.09% |
Drawdowns
CGUS vs. JUEMX - Drawdown Comparison
The maximum CGUS drawdown since its inception was -21.86%, smaller than the maximum JUEMX drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for CGUS and JUEMX. For additional features, visit the drawdowns tool.
Volatility
CGUS vs. JUEMX - Volatility Comparison
The current volatility for Capital Group Core Equity ETF (CGUS) is 3.92%, while JPMorgan U.S. Equity Fund R6 (JUEMX) has a volatility of 4.56%. This indicates that CGUS experiences smaller price fluctuations and is considered to be less risky than JUEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.