JUEMX vs. VOO
Compare and contrast key facts about JPMorgan U.S. Equity Fund R6 (JUEMX) and Vanguard S&P 500 ETF (VOO).
JUEMX is managed by JPMorgan Chase. It was launched on Sep 17, 1993. 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: JUEMX or VOO.
Correlation
The correlation between JUEMX and VOO is 0.98, 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. VOO - Performance Comparison
Key characteristics
JUEMX:
2.12
VOO:
2.22
JUEMX:
2.87
VOO:
2.95
JUEMX:
1.40
VOO:
1.42
JUEMX:
2.45
VOO:
3.27
JUEMX:
14.37
VOO:
14.57
JUEMX:
1.94%
VOO:
1.90%
JUEMX:
13.18%
VOO:
12.47%
JUEMX:
-34.95%
VOO:
-33.99%
JUEMX:
-2.24%
VOO:
-1.77%
Returns By Period
The year-to-date returns for both stocks are quite close, with JUEMX having a 27.22% return and VOO slightly lower at 26.92%. Over the past 10 years, JUEMX has underperformed VOO with an annualized return of 7.42%, while VOO has yielded a comparatively higher 13.12% annualized return.
JUEMX
27.22%
-0.34%
9.58%
27.87%
11.85%
7.42%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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JUEMX vs. VOO - Expense Ratio Comparison
JUEMX has a 0.44% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JUEMX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Equity Fund R6 (JUEMX) 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
JUEMX vs. VOO - Dividend Comparison
JUEMX's dividend yield for the trailing twelve months is around 6.05%, more than VOO's 1.23% 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% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
JUEMX vs. VOO - Drawdown Comparison
The maximum JUEMX drawdown since its inception was -34.95%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JUEMX and VOO. For additional features, visit the drawdowns tool.
Volatility
JUEMX vs. VOO - Volatility Comparison
JPMorgan U.S. Equity Fund R6 (JUEMX) has a higher volatility of 4.24% compared to Vanguard S&P 500 ETF (VOO) at 3.77%. This indicates that JUEMX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.