Correlation
The correlation between OHYFX and DVY is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
OHYFX vs. DVY
Compare and contrast key facts about JPMorgan High Yield Fund (OHYFX) and iShares Select Dividend ETF (DVY).
OHYFX is managed by JPMorgan Chase. It was launched on Nov 13, 1998. DVY is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Dividend Index. It was launched on Nov 3, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OHYFX or DVY.
Performance
OHYFX vs. DVY - Performance Comparison
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Key characteristics
OHYFX:
2.74
DVY:
0.78
OHYFX:
3.56
DVY:
0.96
OHYFX:
1.59
DVY:
1.13
OHYFX:
2.69
DVY:
0.65
OHYFX:
12.83
DVY:
2.06
OHYFX:
0.69%
DVY:
5.04%
OHYFX:
3.46%
DVY:
16.56%
OHYFX:
-29.34%
DVY:
-62.59%
OHYFX:
-0.61%
DVY:
-6.97%
Returns By Period
In the year-to-date period, OHYFX achieves a 2.08% return, which is significantly higher than DVY's 0.63% return. Over the past 10 years, OHYFX has underperformed DVY with an annualized return of 4.16%, while DVY has yielded a comparatively higher 9.07% annualized return.
OHYFX
2.08%
0.62%
1.61%
9.33%
6.05%
5.65%
4.16%
DVY
0.63%
1.70%
-6.82%
12.76%
3.81%
13.74%
9.07%
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OHYFX vs. DVY - Expense Ratio Comparison
OHYFX has a 0.65% expense ratio, which is higher than DVY's 0.39% expense ratio.
Risk-Adjusted Performance
OHYFX vs. DVY — Risk-Adjusted Performance Rank
OHYFX
DVY
OHYFX vs. DVY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan High Yield Fund (OHYFX) and iShares Select Dividend ETF (DVY). 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
OHYFX vs. DVY - Dividend Comparison
OHYFX's dividend yield for the trailing twelve months is around 6.62%, more than DVY's 3.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OHYFX JPMorgan High Yield Fund | 6.62% | 7.16% | 6.47% | 6.03% | 4.73% | 4.63% | 5.76% | 6.18% | 5.68% | 5.51% | 6.23% | 7.96% |
DVY iShares Select Dividend ETF | 3.70% | 3.65% | 3.82% | 3.43% | 3.12% | 3.66% | 3.41% | 3.58% | 3.00% | 3.04% | 3.45% | 3.03% |
Drawdowns
OHYFX vs. DVY - Drawdown Comparison
The maximum OHYFX drawdown since its inception was -29.34%, smaller than the maximum DVY drawdown of -62.59%. Use the drawdown chart below to compare losses from any high point for OHYFX and DVY.
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Volatility
OHYFX vs. DVY - Volatility Comparison
The current volatility for JPMorgan High Yield Fund (OHYFX) is 1.13%, while iShares Select Dividend ETF (DVY) has a volatility of 4.42%. This indicates that OHYFX experiences smaller price fluctuations and is considered to be less risky than DVY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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