JPSV vs. VOO
Compare and contrast key facts about Jpmorgan Active Small Cap Value ETF (JPSV) and Vanguard S&P 500 ETF (VOO).
JPSV and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPSV is an actively managed fund by JPMorgan. It was launched on Mar 7, 2023. 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
JPSV vs. VOO - Performance Comparison
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JPSV vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
JPSV Jpmorgan Active Small Cap Value ETF | 1.38% | 0.63% | 8.73% | 9.72% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 21.08% |
Returns By Period
In the year-to-date period, JPSV achieves a 1.38% return, which is significantly higher than VOO's -4.42% return.
JPSV
- 1D
- 1.20%
- 1M
- -4.02%
- YTD
- 1.38%
- 6M
- 1.63%
- 1Y
- 7.65%
- 3Y*
- 8.20%
- 5Y*
- —
- 10Y*
- —
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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JPSV vs. VOO - Expense Ratio Comparison
JPSV has a 0.74% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
JPSV vs. VOO — Risk / Return Rank
JPSV
VOO
JPSV vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jpmorgan Active Small Cap Value ETF (JPSV) 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.
| JPSV | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 0.98 | -0.59 |
Sortino ratioReturn per unit of downside risk | 0.71 | 1.50 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.23 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.53 | -0.91 |
Martin ratioReturn relative to average drawdown | 1.96 | 7.29 | -5.33 |
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
| JPSV | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.98 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.70 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.83 | -0.46 |
Correlation
The correlation between JPSV and VOO is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JPSV vs. VOO - Dividend Comparison
JPSV's dividend yield for the trailing twelve months is around 1.40%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPSV Jpmorgan Active Small Cap Value ETF | 1.40% | 1.42% | 1.21% | 1.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
JPSV vs. VOO - Drawdown Comparison
The maximum JPSV drawdown since its inception was -22.78%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JPSV and VOO.
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Drawdown Indicators
| JPSV | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.78% | -33.99% | +11.21% |
Max Drawdown (1Y)Largest decline over 1 year | -12.58% | -11.98% | -0.60% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.52% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -6.44% | -6.29% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -5.88% | -3.72% | -2.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 2.52% | +1.50% |
Volatility
JPSV vs. VOO - Volatility Comparison
The current volatility for Jpmorgan Active Small Cap Value ETF (JPSV) is 4.43%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that JPSV 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
| JPSV | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 5.29% | -0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 10.75% | 9.44% | +1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.61% | 18.10% | +1.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.14% | 16.82% | +1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.14% | 17.99% | +0.15% |