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 0.87, 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:
-0.78
IVV:
-0.09
FLMVX:
-0.89
IVV:
-0.01
FLMVX:
0.86
IVV:
1.00
FLMVX:
-0.48
IVV:
-0.08
FLMVX:
-1.56
IVV:
-0.44
FLMVX:
8.82%
IVV:
3.31%
FLMVX:
17.56%
IVV:
15.85%
FLMVX:
-59.54%
IVV:
-55.25%
FLMVX:
-28.46%
IVV:
-17.32%
Returns By Period
In the year-to-date period, FLMVX achieves a -10.15% return, which is significantly higher than IVV's -13.50% return. Over the past 10 years, FLMVX has underperformed IVV with an annualized return of -0.41%, while IVV has yielded a comparatively higher 11.31% annualized return.
FLMVX
-10.15%
-9.16%
-18.89%
-12.67%
6.77%
-0.41%
IVV
-13.50%
-13.12%
-11.24%
-0.21%
17.09%
11.31%
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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 1.17%, less than IVV's 1.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLMVX JPMorgan Mid Cap Value Fund | 1.17% | 1.05% | 1.32% | 1.25% | 0.81% | 1.22% | 1.30% | 1.75% | 0.91% | 0.87% | 0.93% | 1.08% |
IVV iShares Core S&P 500 ETF | 1.53% | 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 -59.54%, which is greater than IVV's maximum 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 8.15%, while iShares Core S&P 500 ETF (IVV) has a volatility of 9.28%. 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.