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 Chase. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JACSX or VOO.
Key characteristics
| JACSX | VOO | |
|---|---|---|
| YTD Return | 6.22% | 11.78% |
| 1Y Return | 20.13% | 28.27% |
| 3Y Return (Ann) | 4.78% | 10.42% |
| 5Y Return (Ann) | 9.58% | 15.03% |
| Sharpe Ratio | 1.93 | 2.56 |
| Daily Std Dev | 11.30% | 11.55% |
| Max Drawdown | -32.59% | -33.99% |
| Current Drawdown | -0.12% | -0.04% |
Correlation
The correlation between JACSX and VOO is 0.96, 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
JACSX vs. VOO - Performance Comparison
In the year-to-date period, JACSX achieves a 6.22% return, which is significantly lower than VOO's 11.78% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
JACSX vs. VOO - Risk-Adjusted Performance 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.
Dividends
JACSX vs. VOO - Dividend Comparison
JACSX's dividend yield for the trailing twelve months is around 1.62%, more than VOO's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JACSX JPMorgan SmartRetirement Blend 2060 Fund | 1.62% | 1.72% | 1.73% | 4.31% | 1.21% | 2.03% | 3.16% | 2.05% | 1.16% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.32% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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. For additional features, visit the drawdowns tool.
Volatility
JACSX vs. VOO - Volatility Comparison
The current volatility for JPMorgan SmartRetirement Blend 2060 Fund (JACSX) is 3.02%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.37%. This indicates that JACSX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.