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:
-0.08
VOO:
0.52
JVASX:
0.09
VOO:
0.89
JVASX:
1.01
VOO:
1.13
JVASX:
-0.02
VOO:
0.57
JVASX:
-0.05
VOO:
2.18
JVASX:
9.19%
VOO:
4.85%
JVASX:
18.54%
VOO:
19.11%
JVASX:
-59.38%
VOO:
-33.99%
JVASX:
-15.25%
VOO:
-7.67%
Returns By Period
In the year-to-date period, JVASX achieves a -1.01% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, JVASX has underperformed VOO with an annualized return of 3.45%, while VOO has yielded a comparatively higher 12.42% annualized return.
JVASX
-1.01%
2.96%
-12.90%
-1.40%
7.13%
3.45%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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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 Rank
JVASX
VOO
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's dividend yield for the trailing twelve months is around 1.60%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JVASX JPMorgan Value Advantage Fund | 1.60% | 1.58% | 1.62% | 1.71% | 1.00% | 1.65% | 1.46% | 1.84% | 1.09% | 1.22% | 0.67% | 1.06% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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
The current volatility for JPMorgan Value Advantage Fund (JVASX) is 5.77%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that JVASX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.