JUEMX vs. CGUS
Compare and contrast key facts about JPMorgan U.S. Equity Fund R6 (JUEMX) and Capital Group Core Equity ETF (CGUS).
JUEMX is managed by JPMorgan Chase. It was launched on Sep 17, 1993. CGUS is an actively managed fund by Capital Group. It was launched on Feb 22, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JUEMX or CGUS.
Correlation
The correlation between JUEMX and CGUS is 0.96, 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.
Performance
JUEMX vs. CGUS - Performance Comparison
Key characteristics
JUEMX:
2.12
CGUS:
2.30
JUEMX:
2.87
CGUS:
3.03
JUEMX:
1.40
CGUS:
1.43
JUEMX:
2.45
CGUS:
4.21
JUEMX:
14.37
CGUS:
17.92
JUEMX:
1.94%
CGUS:
1.58%
JUEMX:
13.18%
CGUS:
12.32%
JUEMX:
-34.95%
CGUS:
-21.86%
JUEMX:
-2.24%
CGUS:
-0.99%
Returns By Period
The year-to-date returns for both investments are quite close, with JUEMX having a 27.22% return and CGUS slightly higher at 27.75%.
JUEMX
27.22%
-0.34%
9.58%
27.87%
11.85%
7.42%
CGUS
27.75%
2.37%
11.52%
28.35%
N/A
N/A
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JUEMX vs. CGUS - Expense Ratio Comparison
JUEMX has a 0.44% expense ratio, which is higher than CGUS's 0.33% expense ratio.
Risk-Adjusted Performance
JUEMX vs. CGUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Equity Fund R6 (JUEMX) and Capital Group Core Equity ETF (CGUS). 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
JUEMX vs. CGUS - Dividend Comparison
JUEMX's dividend yield for the trailing twelve months is around 6.05%, more than CGUS's 0.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUEMX JPMorgan U.S. Equity Fund R6 | 6.05% | 1.06% | 1.28% | 0.79% | 0.92% | 1.10% | 1.41% | 1.11% | 1.22% | 1.24% | 1.36% | 1.09% |
CGUS Capital Group Core Equity ETF | 0.98% | 1.22% | 1.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JUEMX vs. CGUS - Drawdown Comparison
The maximum JUEMX drawdown since its inception was -34.95%, which is greater than CGUS's maximum drawdown of -21.86%. Use the drawdown chart below to compare losses from any high point for JUEMX and CGUS. For additional features, visit the drawdowns tool.
Volatility
JUEMX vs. CGUS - Volatility Comparison
JPMorgan U.S. Equity Fund R6 (JUEMX) and Capital Group Core Equity ETF (CGUS) have volatilities of 4.24% and 4.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.