JUSC.L vs. USSC.L
Compare and contrast key facts about JPmorgan US Smaller Companies Investment Trust plc (JUSC.L) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (USSC.L).
USSC.L is a passively managed fund by State Street that tracks the performance of the Russell 2000 TR USD. It was launched on Feb 18, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JUSC.L or USSC.L.
Key characteristics
| JUSC.L | USSC.L | |
|---|---|---|
| YTD Return | 3.52% | 5.10% |
| 1Y Return | 13.03% | 19.02% |
| 3Y Return (Ann) | 0.61% | 7.27% |
| 5Y Return (Ann) | 5.47% | 12.72% |
| Sharpe Ratio | 0.66 | 0.94 |
| Daily Std Dev | 21.02% | 20.90% |
| Max Drawdown | -54.70% | -48.99% |
| Current Drawdown | -10.24% | -2.85% |
Correlation
The correlation between JUSC.L and USSC.L is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JUSC.L vs. USSC.L - Performance Comparison
In the year-to-date period, JUSC.L achieves a 3.52% return, which is significantly lower than USSC.L's 5.10% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
JUSC.L vs. USSC.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPmorgan US Smaller Companies Investment Trust plc (JUSC.L) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (USSC.L). 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
JUSC.L vs. USSC.L - Dividend Comparison
JUSC.L's dividend yield for the trailing twelve months is around 0.72%, while USSC.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUSC.L JPmorgan US Smaller Companies Investment Trust plc | 0.72% | 0.62% | 0.64% | 0.54% | 0.62% | 0.71% | 0.01% | 0.00% | 0.00% | 0.00% | 0.41% | 0.56% |
USSC.L SPDR MSCI USA Small Cap Value Weighted UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JUSC.L vs. USSC.L - Drawdown Comparison
The maximum JUSC.L drawdown since its inception was -54.70%, which is greater than USSC.L's maximum drawdown of -48.99%. Use the drawdown chart below to compare losses from any high point for JUSC.L and USSC.L. For additional features, visit the drawdowns tool.
Volatility
JUSC.L vs. USSC.L - Volatility Comparison
The current volatility for JPmorgan US Smaller Companies Investment Trust plc (JUSC.L) is 4.94%, while SPDR MSCI USA Small Cap Value Weighted UCITS ETF (USSC.L) has a volatility of 6.46%. This indicates that JUSC.L experiences smaller price fluctuations and is considered to be less risky than USSC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.