JSDSX vs. SPUS
Compare and contrast key facts about JPMorgan Short Duration Core Plus Fund (JSDSX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).
JSDSX is managed by JPMorgan Chase. It was launched on Mar 1, 2013. SPUS is a passively managed fund by Toroso Investments that tracks the performance of the S&P 500 Shariah Industry Exclusions Index. It was launched on Dec 18, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JSDSX or SPUS.
Correlation
The correlation between JSDSX and SPUS is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
JSDSX vs. SPUS - Performance Comparison
Key characteristics
JSDSX:
2.78
SPUS:
1.31
JSDSX:
4.46
SPUS:
1.80
JSDSX:
1.60
SPUS:
1.24
JSDSX:
4.58
SPUS:
1.84
JSDSX:
13.76
SPUS:
6.96
JSDSX:
0.46%
SPUS:
3.04%
JSDSX:
2.28%
SPUS:
16.13%
JSDSX:
-9.15%
SPUS:
-30.80%
JSDSX:
0.00%
SPUS:
-3.17%
Returns By Period
In the year-to-date period, JSDSX achieves a 1.08% return, which is significantly higher than SPUS's 0.66% return.
JSDSX
1.08%
0.76%
1.70%
6.45%
1.96%
2.81%
SPUS
0.66%
-2.71%
5.76%
17.68%
16.70%
N/A
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JSDSX vs. SPUS - Expense Ratio Comparison
JSDSX has a 0.60% expense ratio, which is higher than SPUS's 0.49% expense ratio.
Risk-Adjusted Performance
JSDSX vs. SPUS — Risk-Adjusted Performance Rank
JSDSX
SPUS
JSDSX vs. SPUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Short Duration Core Plus Fund (JSDSX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS). 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
JSDSX vs. SPUS - Dividend Comparison
JSDSX's dividend yield for the trailing twelve months is around 3.93%, more than SPUS's 0.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSDSX JPMorgan Short Duration Core Plus Fund | 3.93% | 3.91% | 3.33% | 2.50% | 1.63% | 2.21% | 2.65% | 2.72% | 3.96% | 4.72% | 4.81% | 4.47% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.70% | 0.71% | 0.87% | 1.21% | 0.93% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JSDSX vs. SPUS - Drawdown Comparison
The maximum JSDSX drawdown since its inception was -9.15%, smaller than the maximum SPUS drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for JSDSX and SPUS. For additional features, visit the drawdowns tool.
Volatility
JSDSX vs. SPUS - Volatility Comparison
The current volatility for JPMorgan Short Duration Core Plus Fund (JSDSX) is 0.59%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 4.89%. This indicates that JSDSX experiences smaller price fluctuations and is considered to be less risky than SPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.