JLPSX vs. VOO
Compare and contrast key facts about JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) and Vanguard S&P 500 ETF (VOO).
JLPSX is managed by JPMorgan Chase. It was launched on Nov 1, 2005. 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: JLPSX or VOO.
Correlation
The correlation between JLPSX and VOO is 0.96, 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. VOO - Performance Comparison
Key characteristics
JLPSX:
1.16
VOO:
1.88
JLPSX:
1.53
VOO:
2.53
JLPSX:
1.23
VOO:
1.35
JLPSX:
0.39
VOO:
2.81
JLPSX:
4.38
VOO:
11.78
JLPSX:
3.94%
VOO:
2.02%
JLPSX:
14.84%
VOO:
12.67%
JLPSX:
-55.80%
VOO:
-33.99%
JLPSX:
-33.85%
VOO:
0.00%
Returns By Period
In the year-to-date period, JLPSX achieves a 4.27% return, which is significantly lower than VOO's 4.61% return. Over the past 10 years, JLPSX has underperformed VOO with an annualized return of -2.95%, while VOO has yielded a comparatively higher 13.30% annualized return.
JLPSX
4.27%
1.95%
2.14%
18.97%
-3.35%
-2.95%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JLPSX vs. VOO - Expense Ratio Comparison
JLPSX has a 1.45% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JLPSX vs. VOO — Risk-Adjusted Performance Rank
JLPSX
VOO
JLPSX vs. VOO - 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 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
JLPSX vs. VOO - Dividend Comparison
JLPSX's dividend yield for the trailing twelve months is around 0.10%, less than VOO's 1.19% 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% |
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
JLPSX vs. VOO - Drawdown Comparison
The maximum JLPSX drawdown since its inception was -55.80%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JLPSX and VOO. For additional features, visit the drawdowns tool.
Volatility
JLPSX vs. VOO - Volatility Comparison
JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) has a higher volatility of 3.36% compared to Vanguard S&P 500 ETF (VOO) at 3.01%. This indicates that JLPSX'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.