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.
Correlation
The correlation between IJSSX and VOO is 0.84, 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
IJSSX vs. VOO - Performance Comparison
Key characteristics
IJSSX:
0.73
VOO:
1.92
IJSSX:
1.17
VOO:
2.58
IJSSX:
1.14
VOO:
1.35
IJSSX:
0.35
VOO:
2.88
IJSSX:
3.08
VOO:
12.03
IJSSX:
4.24%
VOO:
2.02%
IJSSX:
17.77%
VOO:
12.69%
IJSSX:
-61.18%
VOO:
-33.99%
IJSSX:
-27.95%
VOO:
0.00%
Returns By Period
In the year-to-date period, IJSSX achieves a 3.25% return, which is significantly lower than VOO's 4.36% return. Over the past 10 years, IJSSX has underperformed VOO with an annualized return of -2.17%, while VOO has yielded a comparatively higher 13.28% annualized return.
IJSSX
3.25%
0.30%
6.65%
11.72%
0.35%
-2.17%
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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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.
Dividends
IJSSX vs. VOO - Dividend Comparison
IJSSX's dividend yield for the trailing twelve months is around 0.27%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJSSX VY JPMorgan Small Cap Core Equity Portfolio | 0.27% | 0.28% | 0.13% | 0.00% | 0.18% | 0.00% | 0.75% | 0.47% | 0.45% | 0.48% | 0.25% | 0.37% |
VOO Vanguard S&P 500 ETF | 1.19% | 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 -61.18%, 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. For additional features, visit the drawdowns tool.
Volatility
IJSSX vs. VOO - Volatility Comparison
VY JPMorgan Small Cap Core Equity Portfolio (IJSSX) has a higher volatility of 3.60% compared to Vanguard S&P 500 ETF (VOO) at 3.12%. 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.