Correlation
The correlation between IJSSX and VOO is 0.85, 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.
IJSSX vs. VOO
Compare and contrast key facts about VY JPMorgan Small Cap Core Equity Portfolio (IJSSX) and Vanguard S&P 500 ETF (VOO).
IJSSX is managed by Voya. It was launched on May 1, 2002. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IJSSX or VOO.
Performance
IJSSX vs. VOO - Performance Comparison
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Key characteristics
IJSSX:
-0.02
VOO:
0.74
IJSSX:
0.10
VOO:
1.04
IJSSX:
1.01
VOO:
1.15
IJSSX:
-0.04
VOO:
0.68
IJSSX:
-0.11
VOO:
2.58
IJSSX:
9.58%
VOO:
4.93%
IJSSX:
23.24%
VOO:
19.54%
IJSSX:
-55.02%
VOO:
-33.99%
IJSSX:
-14.71%
VOO:
-3.55%
Returns By Period
In the year-to-date period, IJSSX achieves a -6.87% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, IJSSX has underperformed VOO with an annualized return of 5.63%, while VOO has yielded a comparatively higher 12.81% annualized return.
IJSSX
-6.87%
4.93%
-14.32%
-1.30%
3.69%
9.24%
5.63%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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IJSSX vs. VOO - Expense Ratio Comparison
IJSSX has a 1.11% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
IJSSX vs. VOO — Risk-Adjusted Performance Rank
IJSSX
VOO
IJSSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VY JPMorgan Small Cap Core Equity Portfolio (IJSSX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
IJSSX vs. VOO - Dividend Comparison
IJSSX's dividend yield for the trailing twelve months is around 0.30%, less than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJSSX VY JPMorgan Small Cap Core Equity Portfolio | 0.30% | 0.28% | 6.70% | 23.23% | 5.05% | 0.00% | 30.73% | 16.21% | 5.67% | 8.73% | 14.18% | 8.64% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
IJSSX vs. VOO - Drawdown Comparison
The maximum IJSSX drawdown since its inception was -55.02%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IJSSX and VOO.
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Volatility
IJSSX vs. VOO - Volatility Comparison
VY JPMorgan Small Cap Core Equity Portfolio (IJSSX) has a higher volatility of 6.54% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that IJSSX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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