JVASX vs. VOO
Compare and contrast key facts about JPMorgan Value Advantage Fund (JVASX) and Vanguard S&P 500 ETF (VOO).
JVASX is managed by JPMorgan Chase. It was launched on Feb 28, 2005. 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: JVASX or VOO.
Correlation
The correlation between JVASX and VOO is 0.87, 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
JVASX vs. VOO - Performance Comparison
Key characteristics
JVASX:
0.49
VOO:
2.22
JVASX:
0.68
VOO:
2.95
JVASX:
1.11
VOO:
1.42
JVASX:
0.34
VOO:
3.27
JVASX:
2.18
VOO:
14.57
JVASX:
3.19%
VOO:
1.90%
JVASX:
14.33%
VOO:
12.47%
JVASX:
-59.38%
VOO:
-33.99%
JVASX:
-15.46%
VOO:
-1.77%
Returns By Period
In the year-to-date period, JVASX achieves a 6.08% return, which is significantly lower than VOO's 26.92% return. Over the past 10 years, JVASX has underperformed VOO with an annualized return of 3.54%, while VOO has yielded a comparatively higher 13.12% annualized return.
JVASX
6.08%
-14.42%
-1.46%
6.62%
1.45%
3.54%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JVASX vs. VOO - Expense Ratio Comparison
JVASX has a 0.79% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JVASX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Value Advantage Fund (JVASX) 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
JVASX vs. VOO - Dividend Comparison
JVASX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.23%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JVASX JPMorgan Value Advantage Fund | 0.00% | 1.62% | 1.71% | 1.00% | 1.65% | 1.46% | 1.84% | 1.09% | 1.22% | 0.67% | 1.06% | 0.74% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
JVASX vs. VOO - Drawdown Comparison
The maximum JVASX drawdown since its inception was -59.38%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JVASX and VOO. For additional features, visit the drawdowns tool.
Volatility
JVASX vs. VOO - Volatility Comparison
JPMorgan Value Advantage Fund (JVASX) has a higher volatility of 9.34% compared to Vanguard S&P 500 ETF (VOO) at 3.78%. This indicates that JVASX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.