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:
0.58
VOO:
1.47
JUEMX:
0.83
VOO:
1.99
JUEMX:
1.12
VOO:
1.27
JUEMX:
0.82
VOO:
2.23
JUEMX:
2.12
VOO:
9.05
JUEMX:
4.06%
VOO:
2.08%
JUEMX:
14.88%
VOO:
12.84%
JUEMX:
-34.95%
VOO:
-33.99%
JUEMX:
-10.54%
VOO:
-3.08%
Returns By Period
In the year-to-date period, JUEMX achieves a -1.16% return, which is significantly lower than VOO's 1.40% return. Over the past 10 years, JUEMX has underperformed VOO with an annualized return of 6.25%, while VOO has yielded a comparatively higher 13.00% annualized return.
JUEMX
-1.16%
-3.44%
-3.01%
7.43%
10.50%
6.25%
VOO
1.40%
-1.27%
6.13%
17.41%
16.49%
13.00%
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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 Rank
JUEMX
VOO
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 0.78%, less than VOO's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUEMX JPMorgan U.S. Equity Fund R6 | 0.78% | 0.77% | 1.06% | 1.28% | 0.79% | 0.92% | 1.10% | 1.41% | 1.11% | 1.22% | 1.24% | 1.36% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.55% and 3.70%, 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.