JACSX vs. VOO
Compare and contrast key facts about JPMorgan SmartRetirement Blend 2060 Fund (JACSX) and Vanguard S&P 500 ETF (VOO).
JACSX is managed by JPMorgan. It was launched on Aug 30, 2016. 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.
Performance
JACSX vs. VOO - Performance Comparison
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JACSX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JACSX JPMorgan SmartRetirement Blend 2060 Fund | -1.29% | 20.13% | 12.10% | 21.87% | -17.61% | 17.49% | 12.82% | 24.42% | -8.17% | 19.43% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 20.93% |
Returns By Period
In the year-to-date period, JACSX achieves a -1.29% return, which is significantly higher than VOO's -3.66% return.
JACSX
- 1D
- 2.77%
- 1M
- -5.44%
- YTD
- -1.29%
- 6M
- 1.23%
- 1Y
- 18.94%
- 3Y*
- 15.03%
- 5Y*
- 8.02%
- 10Y*
- —
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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JACSX vs. VOO - Expense Ratio Comparison
JACSX has a 0.33% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
JACSX vs. VOO — Risk / Return Rank
JACSX
VOO
JACSX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2060 Fund (JACSX) 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.
| JACSX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.01 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.53 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.55 | +0.17 |
Martin ratioReturn relative to average drawdown | 8.00 | 7.31 | +0.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JACSX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.01 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.71 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.83 | -0.20 |
Correlation
The correlation between JACSX and VOO is 0.95, 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.
Dividends
JACSX vs. VOO - Dividend Comparison
JACSX's dividend yield for the trailing twelve months is around 2.26%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JACSX JPMorgan SmartRetirement Blend 2060 Fund | 2.26% | 2.23% | 2.00% | 1.72% | 1.73% | 4.37% | 1.21% | 2.03% | 3.16% | 2.05% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
JACSX vs. VOO - Drawdown Comparison
The maximum JACSX drawdown since its inception was -32.59%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JACSX and VOO.
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Drawdown Indicators
| JACSX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.59% | -33.99% | +1.40% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -11.98% | +0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -25.29% | -24.52% | -0.77% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -6.51% | -5.55% | -0.96% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -3.72% | -1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 2.55% | -0.14% |
Volatility
JACSX vs. VOO - Volatility Comparison
JPMorgan SmartRetirement Blend 2060 Fund (JACSX) has a higher volatility of 5.84% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that JACSX'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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Volatility by Period
| JACSX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 5.34% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 9.18% | 9.47% | -0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 18.11% | -2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.72% | 16.82% | -2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.82% | 17.99% | -2.17% |