Correlation
The correlation between JLPSX and SPY is 0.98, 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.
JLPSX vs. SPY
Compare and contrast key facts about JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) and SPDR S&P 500 ETF (SPY).
JLPSX is managed by JPMorgan Chase. It was launched on Nov 1, 2005. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JLPSX or SPY.
Performance
JLPSX vs. SPY - Performance Comparison
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Key characteristics
JLPSX:
0.55
SPY:
0.70
JLPSX:
0.79
SPY:
1.02
JLPSX:
1.11
SPY:
1.15
JLPSX:
0.48
SPY:
0.68
JLPSX:
1.66
SPY:
2.57
JLPSX:
5.67%
SPY:
4.93%
JLPSX:
20.04%
SPY:
20.42%
JLPSX:
-50.65%
SPY:
-55.19%
JLPSX:
-5.47%
SPY:
-3.55%
Returns By Period
In the year-to-date period, JLPSX achieves a -0.66% return, which is significantly lower than SPY's 0.87% return. Both investments have delivered pretty close results over the past 10 years, with JLPSX having a 12.98% annualized return and SPY not far behind at 12.73%.
JLPSX
-0.66%
5.43%
-4.49%
10.10%
17.36%
17.46%
12.98%
SPY
0.87%
5.54%
-1.56%
13.18%
14.25%
15.81%
12.73%
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JLPSX vs. SPY - Expense Ratio Comparison
JLPSX has a 1.45% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
JLPSX vs. SPY — Risk-Adjusted Performance Rank
JLPSX
SPY
JLPSX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
JLPSX vs. SPY - Dividend Comparison
JLPSX's dividend yield for the trailing twelve months is around 6.53%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLPSX JPMorgan U.S. Large Cap Core Plus Fund | 6.53% | 6.48% | 11.67% | 32.44% | 28.14% | 28.69% | 23.07% | 17.84% | 13.85% | 4.73% | 9.24% | 7.91% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
JLPSX vs. SPY - Drawdown Comparison
The maximum JLPSX drawdown since its inception was -50.65%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for JLPSX and SPY.
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Volatility
JLPSX vs. SPY - Volatility Comparison
JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) and SPDR S&P 500 ETF (SPY) have volatilities of 4.96% and 4.86%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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