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.
Correlation
The correlation between CGUS and JUEMX is 0.96, 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
CGUS vs. JUEMX - Performance Comparison
Key characteristics
CGUS:
2.22
JUEMX:
2.07
CGUS:
2.93
JUEMX:
2.82
CGUS:
1.41
JUEMX:
1.39
CGUS:
4.06
JUEMX:
2.39
CGUS:
17.26
JUEMX:
14.03
CGUS:
1.58%
JUEMX:
1.94%
CGUS:
12.32%
JUEMX:
13.17%
CGUS:
-21.86%
JUEMX:
-34.95%
CGUS:
-1.21%
JUEMX:
-2.24%
Returns By Period
The year-to-date returns for both stocks are quite close, with CGUS having a 27.47% return and JUEMX slightly lower at 27.22%.
CGUS
27.47%
0.87%
11.10%
27.20%
N/A
N/A
JUEMX
27.22%
-1.42%
9.36%
27.04%
11.86%
7.40%
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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.
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 0.69%, less than JUEMX's 6.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGUS Capital Group Core Equity ETF | 0.69% | 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 | 6.05% | 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
Capital Group Core Equity ETF (CGUS) and JPMorgan U.S. Equity Fund R6 (JUEMX) have volatilities of 4.08% and 4.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.