JDESX vs. VOO
Compare and contrast key facts about JPMorgan U.S. Research Enhanced Equity Fund (JDESX) and Vanguard S&P 500 ETF (VOO).
JDESX is managed by JPMorgan Chase. It was launched on Sep 10, 2001. 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: JDESX or VOO.
Correlation
The correlation between JDESX and VOO is 0.99, 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
JDESX vs. VOO - Performance Comparison
Key characteristics
JDESX:
1.61
VOO:
2.22
JDESX:
2.08
VOO:
2.95
JDESX:
1.31
VOO:
1.42
JDESX:
2.49
VOO:
3.27
JDESX:
9.85
VOO:
14.57
JDESX:
2.23%
VOO:
1.90%
JDESX:
13.61%
VOO:
12.47%
JDESX:
-54.25%
VOO:
-33.99%
JDESX:
-6.12%
VOO:
-1.77%
Returns By Period
In the year-to-date period, JDESX achieves a 21.48% return, which is significantly lower than VOO's 26.92% return. Over the past 10 years, JDESX has underperformed VOO with an annualized return of 7.78%, while VOO has yielded a comparatively higher 13.12% annualized return.
JDESX
21.48%
-4.19%
4.44%
21.94%
11.35%
7.78%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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JDESX vs. VOO - Expense Ratio Comparison
JDESX has a 0.35% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JDESX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Research Enhanced Equity Fund (JDESX) 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
JDESX vs. VOO - Dividend Comparison
JDESX's dividend yield for the trailing twelve months is around 0.65%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JDESX JPMorgan U.S. Research Enhanced Equity Fund | 0.65% | 1.11% | 1.24% | 0.95% | 1.29% | 1.49% | 1.75% | 1.39% | 1.40% | 1.14% | 1.14% | 1.07% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
JDESX vs. VOO - Drawdown Comparison
The maximum JDESX drawdown since its inception was -54.25%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JDESX and VOO. For additional features, visit the drawdowns tool.
Volatility
JDESX vs. VOO - Volatility Comparison
JPMorgan U.S. Research Enhanced Equity Fund (JDESX) has a higher volatility of 6.69% compared to Vanguard S&P 500 ETF (VOO) at 3.77%. This indicates that JDESX'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.