JPPEX vs. VO

In the year-to-date period, JPPEX achieves a 1.26% return, which is significantly lower than VO's 4.31% return. Over the past 10 years, JPPEX has underperformed VO with an annualized return of 3.64%, while VO has yielded a comparatively higher 9.45% annualized return.

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JPPEX has a 0.64% expense ratio, which is higher than VO's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) and Vanguard Mid-Cap ETF (VO). 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.

The current JPPEX Sharpe Ratio is 0.20, which is lower than the VO Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of JPPEX and VO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JPPEX's dividend yield for the trailing twelve months is around 0.68%, less than VO's 1.51% yield.

The maximum JPPEX drawdown since its inception was -40.32%, smaller than the maximum VO drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for JPPEX and VO. For additional features, visit the drawdowns tool.

JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) has a higher volatility of 5.45% compared to Vanguard Mid-Cap ETF (VO) at 4.99%. This indicates that JPPEX's price experiences larger fluctuations and is considered to be riskier than VO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.