JUSSX vs. VIOV
Compare and contrast key facts about JPMorgan U.S. Small Company Fund (JUSSX) and Vanguard S&P Small-Cap 600 Value ETF (VIOV).
JUSSX is managed by JPMorgan Chase. It was launched on Nov 4, 1993. VIOV is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Value 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: JUSSX or VIOV.
Correlation
The correlation between JUSSX and VIOV is 0.90, 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
JUSSX vs. VIOV - Performance Comparison
Key characteristics
JUSSX:
0.19
VIOV:
0.56
JUSSX:
0.40
VIOV:
0.95
JUSSX:
1.05
VIOV:
1.11
JUSSX:
0.12
VIOV:
1.02
JUSSX:
0.62
VIOV:
2.62
JUSSX:
6.60%
VIOV:
4.35%
JUSSX:
22.14%
VIOV:
20.08%
JUSSX:
-80.66%
VIOV:
-47.36%
JUSSX:
-28.81%
VIOV:
-8.42%
Returns By Period
In the year-to-date period, JUSSX achieves a 2.05% return, which is significantly higher than VIOV's -1.03% return. Over the past 10 years, JUSSX has underperformed VIOV with an annualized return of 1.29%, while VIOV has yielded a comparatively higher 8.05% annualized return.
JUSSX
2.05%
3.26%
0.75%
6.38%
1.11%
1.29%
VIOV
-1.03%
0.94%
7.31%
13.40%
8.62%
8.05%
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JUSSX vs. VIOV - Expense Ratio Comparison
JUSSX has a 0.81% expense ratio, which is higher than VIOV's 0.15% expense ratio.
Risk-Adjusted Performance
JUSSX vs. VIOV — Risk-Adjusted Performance Rank
JUSSX
VIOV
JUSSX vs. VIOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Small Company Fund (JUSSX) and Vanguard S&P Small-Cap 600 Value ETF (VIOV). 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
JUSSX vs. VIOV - Dividend Comparison
JUSSX's dividend yield for the trailing twelve months is around 0.46%, less than VIOV's 1.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUSSX JPMorgan U.S. Small Company Fund | 0.46% | 0.47% | 0.52% | 0.58% | 0.10% | 0.57% | 0.65% | 0.35% | 0.32% | 0.46% | 0.55% | 0.25% |
VIOV Vanguard S&P Small-Cap 600 Value ETF | 1.80% | 1.78% | 2.18% | 1.81% | 1.59% | 1.42% | 1.60% | 1.76% | 1.43% | 1.17% | 1.32% | 1.27% |
Drawdowns
JUSSX vs. VIOV - Drawdown Comparison
The maximum JUSSX drawdown since its inception was -80.66%, which is greater than VIOV's maximum drawdown of -47.36%. Use the drawdown chart below to compare losses from any high point for JUSSX and VIOV. For additional features, visit the drawdowns tool.
Volatility
JUSSX vs. VIOV - Volatility Comparison
The current volatility for JPMorgan U.S. Small Company Fund (JUSSX) is 4.61%, while Vanguard S&P Small-Cap 600 Value ETF (VIOV) has a volatility of 4.94%. This indicates that JUSSX experiences smaller price fluctuations and is considered to be less risky than VIOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.