SPY vs. JPPEX
Compare and contrast key facts about SPDR S&P 500 ETF (SPY) and JPMorgan Mid Cap Equity Fund Class R6 (JPPEX).
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. JPPEX is managed by JPMorgan Chase.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPY or JPPEX.
Correlation
The correlation between SPY and JPPEX 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
SPY vs. JPPEX - Performance Comparison
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Key characteristics
SPY:
0.68
JPPEX:
0.18
SPY:
1.09
JPPEX:
0.37
SPY:
1.16
JPPEX:
1.05
SPY:
0.73
JPPEX:
0.14
SPY:
2.81
JPPEX:
0.40
SPY:
4.88%
JPPEX:
8.06%
SPY:
20.30%
JPPEX:
19.22%
SPY:
-55.19%
JPPEX:
-40.32%
SPY:
-2.66%
JPPEX:
-9.14%
Returns By Period
In the year-to-date period, SPY achieves a 1.80% return, which is significantly higher than JPPEX's 1.16% return. Over the past 10 years, SPY has outperformed JPPEX with an annualized return of 12.75%, while JPPEX has yielded a comparatively lower 3.59% annualized return.
SPY
1.80%
13.00%
1.78%
13.78%
16.84%
16.59%
12.75%
JPPEX
1.16%
11.16%
-5.43%
3.49%
8.47%
7.97%
3.59%
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SPY vs. JPPEX - Expense Ratio Comparison
SPY has a 0.09% expense ratio, which is lower than JPPEX's 0.64% expense ratio.
Risk-Adjusted Performance
SPY vs. JPPEX — Risk-Adjusted Performance Rank
SPY
JPPEX
SPY vs. JPPEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P 500 ETF (SPY) and JPMorgan Mid Cap Equity Fund Class R6 (JPPEX). 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
SPY vs. JPPEX - Dividend Comparison
SPY's dividend yield for the trailing twelve months is around 1.20%, more than JPPEX's 0.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF | 1.20% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
JPPEX JPMorgan Mid Cap Equity Fund Class R6 | 0.68% | 0.68% | 0.73% | 0.73% | 0.36% | 0.58% | 1.04% | 0.86% | 0.42% | 0.40% | 0.35% | 0.41% |
Drawdowns
SPY vs. JPPEX - Drawdown Comparison
The maximum SPY drawdown since its inception was -55.19%, which is greater than JPPEX's maximum drawdown of -40.32%. Use the drawdown chart below to compare losses from any high point for SPY and JPPEX. For additional features, visit the drawdowns tool.
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Volatility
SPY vs. JPPEX - Volatility Comparison
SPDR S&P 500 ETF (SPY) and JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) have volatilities of 5.51% and 5.48%, 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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