JIVE vs. VOO
Compare and contrast key facts about Jpmorgan International Value ETF (JIVE) and Vanguard S&P 500 ETF (VOO).
JIVE and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JIVE is an actively managed fund by JPMorgan. It was launched on Sep 13, 2023. 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: JIVE or VOO.
Key characteristics
| JIVE | VOO | |
|---|---|---|
| YTD Return | 14.36% | 18.91% |
| 1Y Return | 19.49% | 28.20% |
| Sharpe Ratio | 1.56 | 2.21 |
| Daily Std Dev | 13.15% | 12.64% |
| Max Drawdown | -7.77% | -33.99% |
| Current Drawdown | -1.13% | -0.60% |
Correlation
The correlation between JIVE and VOO is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JIVE vs. VOO - Performance Comparison
In the year-to-date period, JIVE achieves a 14.36% return, which is significantly lower than VOO's 18.91% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JIVE vs. VOO - Expense Ratio Comparison
JIVE has a 0.55% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JIVE vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jpmorgan International Value ETF (JIVE) 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
JIVE vs. VOO - Dividend Comparison
JIVE's dividend yield for the trailing twelve months is around 0.65%, less than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIVE Jpmorgan International Value ETF | 0.65% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
JIVE vs. VOO - Drawdown Comparison
The maximum JIVE drawdown since its inception was -7.77%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JIVE and VOO. For additional features, visit the drawdowns tool.
Volatility
JIVE vs. VOO - Volatility Comparison
Jpmorgan International Value ETF (JIVE) has a higher volatility of 4.24% compared to Vanguard S&P 500 ETF (VOO) at 3.83%. This indicates that JIVE'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.