JPSRX vs. VOO
Compare and contrast key facts about JPMorgan SmartRetirement Blend 2035 Fund (JPSRX) and Vanguard S&P 500 ETF (VOO).
JPSRX is managed by JPMorgan. It was launched on Jul 1, 2012. 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.
Performance
JPSRX vs. VOO - Performance Comparison
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JPSRX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPSRX JPMorgan SmartRetirement Blend 2035 Fund | -0.90% | 17.08% | 8.86% | 19.87% | -16.92% | 22.01% | 12.34% | 22.49% | -7.64% | 18.64% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, JPSRX achieves a -0.90% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, JPSRX has underperformed VOO with an annualized return of 9.48%, while VOO has yielded a comparatively higher 14.14% annualized return.
JPSRX
- 1D
- 2.08%
- 1M
- -4.39%
- YTD
- -0.90%
- 6M
- 1.24%
- 1Y
- 15.46%
- 3Y*
- 12.65%
- 5Y*
- 7.90%
- 10Y*
- 9.48%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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JPSRX vs. VOO - Expense Ratio Comparison
JPSRX has a 0.29% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
JPSRX vs. VOO — Risk / Return Rank
JPSRX
VOO
JPSRX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2035 Fund (JPSRX) 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.
| JPSRX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 1.01 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.53 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.55 | +0.23 |
Martin ratioReturn relative to average drawdown | 8.24 | 7.31 | +0.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JPSRX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.01 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.71 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.79 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.83 | -0.13 |
Correlation
The correlation between JPSRX and VOO is 0.95, 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.
Dividends
JPSRX vs. VOO - Dividend Comparison
JPSRX's dividend yield for the trailing twelve months is around 2.89%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPSRX JPMorgan SmartRetirement Blend 2035 Fund | 2.89% | 2.86% | 2.55% | 2.30% | 1.78% | 12.06% | 1.55% | 2.94% | 5.74% | 1.95% | 2.05% | 2.05% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
JPSRX vs. VOO - Drawdown Comparison
The maximum JPSRX drawdown since its inception was -28.44%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JPSRX and VOO.
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Drawdown Indicators
| JPSRX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.44% | -33.99% | +5.55% |
Max Drawdown (1Y)Largest decline over 1 year | -8.88% | -11.98% | +3.10% |
Max Drawdown (5Y)Largest decline over 5 years | -23.46% | -24.52% | +1.06% |
Max Drawdown (10Y)Largest decline over 10 years | -28.44% | -33.99% | +5.55% |
Current DrawdownCurrent decline from peak | -5.19% | -5.55% | +0.36% |
Average DrawdownAverage peak-to-trough decline | -3.95% | -3.72% | -0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 2.55% | -0.63% |
Volatility
JPSRX vs. VOO - Volatility Comparison
The current volatility for JPMorgan SmartRetirement Blend 2035 Fund (JPSRX) is 4.58%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that JPSRX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPSRX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 5.34% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 7.04% | 9.47% | -2.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.23% | 18.11% | -5.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.54% | 16.82% | -4.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.09% | 17.99% | -4.90% |