JHEQX vs. XVV
Compare and contrast key facts about JPMorgan Hedged Equity Fund Class I (JHEQX) and iShares ESG Screened S&P 500 ETF (XVV).
JHEQX is managed by JPMorgan Chase. It was launched on Dec 13, 2013. XVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Sustainablility Screened Index. It was launched on Sep 22, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JHEQX or XVV.
Correlation
The correlation between JHEQX and XVV is 0.93, 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
JHEQX vs. XVV - Performance Comparison
Key characteristics
JHEQX:
2.36
XVV:
2.10
JHEQX:
3.22
XVV:
2.80
JHEQX:
1.49
XVV:
1.38
JHEQX:
3.97
XVV:
3.14
JHEQX:
17.17
XVV:
13.54
JHEQX:
1.12%
XVV:
2.12%
JHEQX:
8.15%
XVV:
13.68%
JHEQX:
-18.85%
XVV:
-27.20%
JHEQX:
-1.94%
XVV:
-2.55%
Returns By Period
In the year-to-date period, JHEQX achieves a 18.77% return, which is significantly lower than XVV's 26.94% return.
JHEQX
18.77%
-0.09%
7.37%
19.06%
10.43%
8.48%
XVV
26.94%
0.03%
9.23%
27.37%
N/A
N/A
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JHEQX vs. XVV - Expense Ratio Comparison
JHEQX has a 0.58% expense ratio, which is higher than XVV's 0.08% expense ratio.
Risk-Adjusted Performance
JHEQX vs. XVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Hedged Equity Fund Class I (JHEQX) and iShares ESG Screened S&P 500 ETF (XVV). 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
JHEQX vs. XVV - Dividend Comparison
JHEQX's dividend yield for the trailing twelve months is around 0.50%, less than XVV's 1.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
JHEQX JPMorgan Hedged Equity Fund Class I | 0.50% | 0.98% | 0.98% | 0.71% | 1.11% | 1.11% | 1.13% | 0.99% | 1.35% | 1.22% | 1.07% |
XVV iShares ESG Screened S&P 500 ETF | 1.04% | 1.25% | 1.57% | 0.81% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JHEQX vs. XVV - Drawdown Comparison
The maximum JHEQX drawdown since its inception was -18.85%, smaller than the maximum XVV drawdown of -27.20%. Use the drawdown chart below to compare losses from any high point for JHEQX and XVV. For additional features, visit the drawdowns tool.
Volatility
JHEQX vs. XVV - Volatility Comparison
The current volatility for JPMorgan Hedged Equity Fund Class I (JHEQX) is 2.62%, while iShares ESG Screened S&P 500 ETF (XVV) has a volatility of 3.81%. This indicates that JHEQX experiences smaller price fluctuations and is considered to be less risky than XVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.