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.
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 Chase. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPSRX or VOO.
Performance
JPSRX vs. VOO - Performance Comparison
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Key characteristics
JPSRX:
0.87
VOO:
0.74
JPSRX:
1.19
VOO:
1.04
JPSRX:
1.17
VOO:
1.15
JPSRX:
0.85
VOO:
0.68
JPSRX:
3.80
VOO:
2.58
JPSRX:
2.64%
VOO:
4.93%
JPSRX:
12.68%
VOO:
19.54%
JPSRX:
-28.44%
VOO:
-33.99%
JPSRX:
-0.33%
VOO:
-3.55%
Returns By Period
In the year-to-date period, JPSRX achieves a 4.19% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, JPSRX has underperformed VOO with an annualized return of 7.12%, while VOO has yielded a comparatively higher 12.81% annualized return.
JPSRX
4.19%
3.62%
1.40%
10.24%
8.73%
9.44%
7.12%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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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.
Risk-Adjusted Performance
JPSRX vs. VOO — Risk-Adjusted Performance Rank
JPSRX
VOO
JPSRX vs. VOO - Risk-Adjusted Performance 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.
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Dividends
JPSRX vs. VOO - Dividend Comparison
JPSRX's dividend yield for the trailing twelve months is around 2.44%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPSRX JPMorgan SmartRetirement Blend 2035 Fund | 2.44% | 2.54% | 2.30% | 1.78% | 5.46% | 1.55% | 2.54% | 5.74% | 1.95% | 2.05% | 2.06% | 2.23% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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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Volatility
JPSRX vs. VOO - Volatility Comparison
The current volatility for JPMorgan SmartRetirement Blend 2035 Fund (JPSRX) is 2.83%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. 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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