JMIEX vs. VWO
Compare and contrast key facts about JPMorgan Emerging Markets Equity Fund (JMIEX) and Vanguard FTSE Emerging Markets ETF (VWO).
JMIEX is managed by JPMorgan Chase. It was launched on Nov 14, 1993. VWO is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Index. It was launched on Mar 4, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JMIEX or VWO.
Correlation
The correlation between JMIEX and VWO is 0.91, 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
JMIEX vs. VWO - Performance Comparison
Key characteristics
JMIEX:
0.79
VWO:
1.14
JMIEX:
1.18
VWO:
1.67
JMIEX:
1.14
VWO:
1.21
JMIEX:
0.29
VWO:
0.84
JMIEX:
2.75
VWO:
3.50
JMIEX:
4.23%
VWO:
4.78%
JMIEX:
14.69%
VWO:
14.64%
JMIEX:
-62.02%
VWO:
-67.68%
JMIEX:
-32.01%
VWO:
-6.08%
Returns By Period
In the year-to-date period, JMIEX achieves a 7.75% return, which is significantly higher than VWO's 5.50% return. Both investments have delivered pretty close results over the past 10 years, with JMIEX having a 4.10% annualized return and VWO not far ahead at 4.20%.
JMIEX
7.75%
4.51%
5.74%
11.13%
0.97%
4.10%
VWO
5.50%
5.09%
7.41%
16.36%
4.66%
4.20%
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JMIEX vs. VWO - Expense Ratio Comparison
JMIEX has a 0.90% expense ratio, which is higher than VWO's 0.08% expense ratio.
Risk-Adjusted Performance
JMIEX vs. VWO — Risk-Adjusted Performance Rank
JMIEX
VWO
JMIEX vs. VWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Emerging Markets Equity Fund (JMIEX) and Vanguard FTSE Emerging Markets ETF (VWO). 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
JMIEX vs. VWO - Dividend Comparison
JMIEX's dividend yield for the trailing twelve months is around 1.40%, less than VWO's 3.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMIEX JPMorgan Emerging Markets Equity Fund | 1.40% | 1.51% | 1.56% | 0.54% | 0.58% | 0.14% | 0.81% | 0.95% | 0.44% | 0.81% | 0.98% | 1.06% |
VWO Vanguard FTSE Emerging Markets ETF | 3.03% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.24% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
Drawdowns
JMIEX vs. VWO - Drawdown Comparison
The maximum JMIEX drawdown since its inception was -62.02%, smaller than the maximum VWO drawdown of -67.68%. Use the drawdown chart below to compare losses from any high point for JMIEX and VWO. For additional features, visit the drawdowns tool.
Volatility
JMIEX vs. VWO - Volatility Comparison
JPMorgan Emerging Markets Equity Fund (JMIEX) has a higher volatility of 4.94% compared to Vanguard FTSE Emerging Markets ETF (VWO) at 3.59%. This indicates that JMIEX's price experiences larger fluctuations and is considered to be riskier than VWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.