JFFSX vs. VOO
Compare and contrast key facts about JPMorgan SmartRetirement 2055 Fund (JFFSX) and Vanguard S&P 500 ETF (VOO).
JFFSX is managed by JPMorgan Chase. It was launched on Jan 30, 2012. 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: JFFSX or VOO.
Correlation
The correlation between JFFSX 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.
Performance
JFFSX vs. VOO - Performance Comparison
Key characteristics
JFFSX:
1.46
VOO:
1.89
JFFSX:
2.04
VOO:
2.54
JFFSX:
1.27
VOO:
1.35
JFFSX:
1.04
VOO:
2.83
JFFSX:
8.05
VOO:
11.83
JFFSX:
2.00%
VOO:
2.02%
JFFSX:
11.04%
VOO:
12.66%
JFFSX:
-33.67%
VOO:
-33.99%
JFFSX:
-1.41%
VOO:
-0.42%
Returns By Period
In the year-to-date period, JFFSX achieves a 4.95% return, which is significantly higher than VOO's 4.17% return. Over the past 10 years, JFFSX has underperformed VOO with an annualized return of 5.03%, while VOO has yielded a comparatively higher 13.26% annualized return.
JFFSX
4.95%
1.67%
5.96%
16.34%
5.15%
5.03%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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JFFSX vs. VOO - Expense Ratio Comparison
JFFSX has a 0.25% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
JFFSX vs. VOO — Risk-Adjusted Performance Rank
JFFSX
VOO
JFFSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2055 Fund (JFFSX) 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
JFFSX vs. VOO - Dividend Comparison
JFFSX's dividend yield for the trailing twelve months is around 1.97%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFFSX JPMorgan SmartRetirement 2055 Fund | 1.97% | 2.07% | 1.57% | 1.63% | 2.76% | 1.43% | 1.81% | 2.59% | 1.69% | 1.87% | 1.84% | 2.45% |
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
JFFSX vs. VOO - Drawdown Comparison
The maximum JFFSX drawdown since its inception was -33.67%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JFFSX and VOO. For additional features, visit the drawdowns tool.
Volatility
JFFSX vs. VOO - Volatility Comparison
The current volatility for JPMorgan SmartRetirement 2055 Fund (JFFSX) is 2.46%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that JFFSX 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.