JLPSX vs. SWPPX
Compare and contrast key facts about JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) and Schwab S&P 500 Index Fund (SWPPX).
JLPSX is managed by JPMorgan Chase. It was launched on Nov 1, 2005. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JLPSX or SWPPX.
Correlation
The correlation between JLPSX and SWPPX is 0.97, 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
JLPSX vs. SWPPX - Performance Comparison
Key characteristics
JLPSX:
1.07
SWPPX:
1.75
JLPSX:
1.42
SWPPX:
2.35
JLPSX:
1.21
SWPPX:
1.32
JLPSX:
0.36
SWPPX:
2.66
JLPSX:
4.01
SWPPX:
10.97
JLPSX:
4.00%
SWPPX:
2.05%
JLPSX:
14.99%
SWPPX:
12.89%
JLPSX:
-55.80%
SWPPX:
-55.06%
JLPSX:
-35.47%
SWPPX:
-2.12%
Returns By Period
In the year-to-date period, JLPSX achieves a 1.71% return, which is significantly lower than SWPPX's 2.41% return. Over the past 10 years, JLPSX has underperformed SWPPX with an annualized return of -3.24%, while SWPPX has yielded a comparatively higher 12.77% annualized return.
JLPSX
1.71%
-2.14%
-0.27%
12.76%
-3.83%
-3.24%
SWPPX
2.41%
-1.09%
7.40%
19.76%
14.27%
12.77%
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JLPSX vs. SWPPX - Expense Ratio Comparison
JLPSX has a 1.45% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
JLPSX vs. SWPPX — Risk-Adjusted Performance Rank
JLPSX
SWPPX
JLPSX vs. SWPPX - 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 Schwab S&P 500 Index Fund (SWPPX). 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
JLPSX vs. SWPPX - Dividend Comparison
JLPSX's dividend yield for the trailing twelve months is around 0.10%, less than SWPPX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLPSX JPMorgan U.S. Large Cap Core Plus Fund | 0.10% | 0.10% | 0.23% | 0.12% | 0.00% | 0.27% | 0.41% | 0.51% | 0.09% | 0.34% | 0.23% | 0.65% |
SWPPX Schwab S&P 500 Index Fund | 1.20% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
JLPSX vs. SWPPX - Drawdown Comparison
The maximum JLPSX drawdown since its inception was -55.80%, roughly equal to the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for JLPSX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
JLPSX vs. SWPPX - Volatility Comparison
JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) has a higher volatility of 3.83% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.43%. This indicates that JLPSX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.