FLMVX vs. IVV
Compare and contrast key facts about JPMorgan Mid Cap Value Fund (FLMVX) and iShares Core S&P 500 ETF (IVV).
FLMVX is managed by JPMorgan Chase. It was launched on Nov 13, 1997. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLMVX or IVV.
Correlation
The correlation between FLMVX and IVV 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
FLMVX vs. IVV - Performance Comparison
Key characteristics
FLMVX:
0.24
IVV:
0.53
FLMVX:
0.47
IVV:
0.87
FLMVX:
1.06
IVV:
1.13
FLMVX:
0.22
IVV:
0.55
FLMVX:
0.77
IVV:
2.27
FLMVX:
5.31%
IVV:
4.56%
FLMVX:
16.87%
IVV:
19.37%
FLMVX:
-54.19%
IVV:
-55.25%
FLMVX:
-11.39%
IVV:
-9.90%
Returns By Period
In the year-to-date period, FLMVX achieves a -4.90% return, which is significantly higher than IVV's -5.74% return. Over the past 10 years, FLMVX has underperformed IVV with an annualized return of 7.16%, while IVV has yielded a comparatively higher 12.05% annualized return.
FLMVX
-4.90%
-3.93%
-5.35%
4.17%
14.59%
7.16%
IVV
-5.74%
-3.19%
-4.30%
10.85%
16.03%
12.05%
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FLMVX vs. IVV - Expense Ratio Comparison
FLMVX has a 0.75% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
FLMVX vs. IVV — Risk-Adjusted Performance Rank
FLMVX
IVV
FLMVX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Value Fund (FLMVX) and iShares Core S&P 500 ETF (IVV). 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
FLMVX vs. IVV - Dividend Comparison
FLMVX's dividend yield for the trailing twelve months is around 12.78%, more than IVV's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLMVX JPMorgan Mid Cap Value Fund | 12.78% | 12.15% | 6.09% | 11.73% | 14.98% | 7.73% | 5.20% | 8.30% | 2.71% | 7.04% | 6.69% | 8.60% |
IVV iShares Core S&P 500 ETF | 1.40% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
FLMVX vs. IVV - Drawdown Comparison
The maximum FLMVX drawdown since its inception was -54.19%, roughly equal to the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FLMVX and IVV. For additional features, visit the drawdowns tool.
Volatility
FLMVX vs. IVV - Volatility Comparison
The current volatility for JPMorgan Mid Cap Value Fund (FLMVX) is 11.57%, while iShares Core S&P 500 ETF (IVV) has a volatility of 14.25%. This indicates that FLMVX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.