OIEJX vs. VOO
Compare and contrast key facts about JPMorgan Equity Income Fund R6 (OIEJX) and Vanguard S&P 500 ETF (VOO).
OIEJX is managed by JPMorgan Chase. It was launched on Jul 2, 1987. 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: OIEJX or VOO.
Correlation
The correlation between OIEJX and VOO is 0.89, 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
OIEJX vs. VOO - Performance Comparison
Key characteristics
OIEJX:
0.93
VOO:
1.89
OIEJX:
1.25
VOO:
2.54
OIEJX:
1.18
VOO:
1.35
OIEJX:
0.83
VOO:
2.83
OIEJX:
2.41
VOO:
11.83
OIEJX:
4.74%
VOO:
2.02%
OIEJX:
12.31%
VOO:
12.66%
OIEJX:
-36.88%
VOO:
-33.99%
OIEJX:
-7.32%
VOO:
-0.42%
Returns By Period
In the year-to-date period, OIEJX achieves a 6.38% return, which is significantly higher than VOO's 4.17% return. Over the past 10 years, OIEJX has underperformed VOO with an annualized return of 8.14%, while VOO has yielded a comparatively higher 13.26% annualized return.
OIEJX
6.38%
1.58%
2.26%
10.74%
7.63%
8.14%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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OIEJX vs. VOO - Expense Ratio Comparison
OIEJX has a 0.45% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
OIEJX vs. VOO — Risk-Adjusted Performance Rank
OIEJX
VOO
OIEJX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Income Fund R6 (OIEJX) 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
OIEJX vs. VOO - Dividend Comparison
OIEJX's dividend yield for the trailing twelve months is around 2.05%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OIEJX JPMorgan Equity Income Fund R6 | 2.05% | 2.16% | 2.30% | 2.21% | 1.75% | 2.05% | 2.01% | 2.46% | 1.83% | 2.11% | 2.26% | 2.16% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
OIEJX vs. VOO - Drawdown Comparison
The maximum OIEJX drawdown since its inception was -36.88%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OIEJX and VOO. For additional features, visit the drawdowns tool.
Volatility
OIEJX vs. VOO - Volatility Comparison
The current volatility for JPMorgan Equity Income Fund R6 (OIEJX) is 2.40%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that OIEJX 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.