JUEMX vs. VTI

In the year-to-date period, JUEMX achieves a 0.65% return, which is significantly lower than VTI's 1.39% return. Over the past 10 years, JUEMX has underperformed VTI with an annualized return of 6.33%, while VTI has yielded a comparatively higher 12.16% annualized return.

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JUEMX has a 0.44% expense ratio, which is higher than VTI's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Equity Fund R6 (JUEMX) and Vanguard Total Stock Market ETF (VTI). 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.

The current JUEMX Sharpe Ratio is 0.26, which is lower than the VTI Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of JUEMX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JUEMX's dividend yield for the trailing twelve months is around 0.73%, less than VTI's 1.28% yield.

The maximum JUEMX drawdown since its inception was -34.95%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for JUEMX and VTI. For additional features, visit the drawdowns tool.

JPMorgan U.S. Equity Fund R6 (JUEMX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 5.72% and 5.54%, 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.