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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPSV or VOO.
Correlation
The correlation between JPSV and VOO is 0.69, 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.
Performance
JPSV vs. VOO - Performance Comparison
Key characteristics
JPSV:
-0.04
VOO:
0.55
JPSV:
0.08
VOO:
0.89
JPSV:
1.01
VOO:
1.13
JPSV:
-0.04
VOO:
0.57
JPSV:
-0.12
VOO:
2.26
JPSV:
7.68%
VOO:
4.67%
JPSV:
20.63%
VOO:
19.16%
JPSV:
-22.78%
VOO:
-33.99%
JPSV:
-16.60%
VOO:
-9.25%
Returns By Period
In the year-to-date period, JPSV achieves a -9.22% return, which is significantly lower than VOO's -5.07% return.
JPSV
-9.22%
-4.21%
-9.50%
-0.05%
N/A
N/A
VOO
-5.07%
-0.81%
-3.75%
11.95%
16.26%
12.19%
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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.
Risk-Adjusted Performance
JPSV vs. VOO — Risk-Adjusted Performance Rank
JPSV
VOO
JPSV vs. VOO - Risk-Adjusted Performance 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.
Dividends
JPSV vs. VOO - Dividend Comparison
JPSV's dividend yield for the trailing twelve months is around 1.33%, less than VOO's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPSV Jpmorgan Active Small Cap Value ETF | 1.33% | 1.21% | 1.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.37% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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. For additional features, visit the drawdowns tool.
Volatility
JPSV vs. VOO - Volatility Comparison
The current volatility for Jpmorgan Active Small Cap Value ETF (JPSV) is 12.03%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.82%. 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.