Correlation
The correlation between JUSSX and VIOV is 0.74, 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.
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.
Performance
JUSSX vs. VIOV - Performance Comparison
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Key characteristics
JUSSX:
-0.14
VIOV:
-0.07
JUSSX:
-0.06
VIOV:
0.08
JUSSX:
0.99
VIOV:
1.01
JUSSX:
-0.14
VIOV:
-0.06
JUSSX:
-0.38
VIOV:
-0.16
JUSSX:
10.52%
VIOV:
10.47%
JUSSX:
24.75%
VIOV:
24.59%
JUSSX:
-60.45%
VIOV:
-47.36%
JUSSX:
-16.16%
VIOV:
-18.11%
Returns By Period
In the year-to-date period, JUSSX achieves a -8.11% return, which is significantly higher than VIOV's -11.50% return. Both investments have delivered pretty close results over the past 10 years, with JUSSX having a 6.38% annualized return and VIOV not far ahead at 6.69%.
JUSSX
-8.11%
4.61%
-15.92%
-4.06%
4.40%
10.93%
6.38%
VIOV
-11.50%
4.03%
-17.69%
-2.85%
1.03%
12.34%
6.69%
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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.
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Dividends
JUSSX vs. VIOV - Dividend Comparison
JUSSX's dividend yield for the trailing twelve months is around 8.98%, more than VIOV's 2.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUSSX JPMorgan U.S. Small Company Fund | 8.98% | 8.26% | 0.52% | 6.19% | 27.56% | 3.08% | 0.70% | 13.06% | 6.70% | 0.47% | 4.94% | 3.49% |
VIOV Vanguard S&P Small-Cap 600 Value ETF | 2.12% | 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 -60.45%, 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.
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Volatility
JUSSX vs. VIOV - Volatility Comparison
The current volatility for JPMorgan U.S. Small Company Fund (JUSSX) is 6.47%, while Vanguard S&P Small-Cap 600 Value ETF (VIOV) has a volatility of 7.44%. 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.
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