JBSSX vs. VSTSX
Compare and contrast key facts about JPMorgan SmartRetirement Blend 2025 Fund (JBSSX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX).
JBSSX is managed by JPMorgan Chase. It was launched on Jul 1, 2012. VSTSX is managed by Vanguard. It was launched on Jun 27, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JBSSX or VSTSX.
Key characteristics
| JBSSX | VSTSX | |
|---|---|---|
| YTD Return | 0.97% | 10.91% |
| 1Y Return | 11.74% | 27.92% |
| 3Y Return (Ann) | 1.32% | 8.77% |
| 5Y Return (Ann) | 5.50% | 14.23% |
| Sharpe Ratio | 1.40 | 2.43 |
| Daily Std Dev | 8.42% | 11.99% |
| Max Drawdown | -21.91% | -52.42% |
| Current Drawdown | -0.90% | -0.13% |
Correlation
The correlation between JBSSX and VSTSX is 0.92, 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
JBSSX vs. VSTSX - Performance Comparison
In the year-to-date period, JBSSX achieves a 0.97% return, which is significantly lower than VSTSX's 10.91% 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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JBSSX vs. VSTSX - Expense Ratio Comparison
JBSSX has a 0.30% expense ratio, which is higher than VSTSX's 0.01% expense ratio.
Risk-Adjusted Performance
JBSSX vs. VSTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2025 Fund (JBSSX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX). 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
JBSSX vs. VSTSX - Dividend Comparison
JBSSX's dividend yield for the trailing twelve months is around 2.72%, more than VSTSX's 1.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JBSSX JPMorgan SmartRetirement Blend 2025 Fund | 2.72% | 2.75% | 2.05% | 5.11% | 3.42% | 2.78% | 5.50% | 2.04% | 2.15% | 2.13% | 2.35% | 1.82% |
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares | 1.35% | 1.44% | 1.67% | 1.23% | 1.44% | 1.79% | 2.07% | 1.74% | 1.11% | 0.00% | 0.00% | 0.00% |
Drawdowns
JBSSX vs. VSTSX - Drawdown Comparison
The maximum JBSSX drawdown since its inception was -21.91%, smaller than the maximum VSTSX drawdown of -52.42%. Use the drawdown chart below to compare losses from any high point for JBSSX and VSTSX. For additional features, visit the drawdowns tool.
Volatility
JBSSX vs. VSTSX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement Blend 2025 Fund (JBSSX) is 1.99%, while Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) has a volatility of 3.41%. This indicates that JBSSX experiences smaller price fluctuations and is considered to be less risky than VSTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.