JITIX vs. VOO
Compare and contrast key facts about JPMorgan Intermediate Tax Free Bond Fund (JITIX) and Vanguard S&P 500 ETF (VOO).
JITIX is managed by JPMorgan Chase. It was launched on Sep 9, 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: JITIX or VOO.
Correlation
The correlation between JITIX and VOO is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
JITIX vs. VOO - Performance Comparison
Key characteristics
JITIX:
1.22
VOO:
1.92
JITIX:
1.67
VOO:
2.58
JITIX:
1.26
VOO:
1.35
JITIX:
0.59
VOO:
2.88
JITIX:
4.16
VOO:
12.03
JITIX:
0.80%
VOO:
2.02%
JITIX:
2.72%
VOO:
12.69%
JITIX:
-13.01%
VOO:
-33.99%
JITIX:
-1.94%
VOO:
0.00%
Returns By Period
In the year-to-date period, JITIX achieves a 0.71% return, which is significantly lower than VOO's 4.36% return. Over the past 10 years, JITIX has underperformed VOO with an annualized return of 1.64%, while VOO has yielded a comparatively higher 13.28% annualized return.
JITIX
0.71%
0.91%
0.90%
3.12%
0.49%
1.64%
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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JITIX vs. VOO - Expense Ratio Comparison
JITIX has a 0.40% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JITIX vs. VOO — Risk-Adjusted Performance Rank
JITIX
VOO
JITIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Intermediate Tax Free Bond Fund (JITIX) 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
JITIX vs. VOO - Dividend Comparison
JITIX's dividend yield for the trailing twelve months is around 3.67%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JITIX JPMorgan Intermediate Tax Free Bond Fund | 3.67% | 3.69% | 3.28% | 2.80% | 2.35% | 2.15% | 2.45% | 2.58% | 2.50% | 2.51% | 2.87% | 2.88% |
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
JITIX vs. VOO - Drawdown Comparison
The maximum JITIX drawdown since its inception was -13.01%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JITIX and VOO. For additional features, visit the drawdowns tool.
Volatility
JITIX vs. VOO - Volatility Comparison
The current volatility for JPMorgan Intermediate Tax Free Bond Fund (JITIX) is 0.71%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.12%. This indicates that JITIX 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.