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:
1.08
VOO:
2.21
OIEJX:
1.42
VOO:
2.93
OIEJX:
1.21
VOO:
1.41
OIEJX:
0.97
VOO:
3.35
OIEJX:
3.27
VOO:
14.09
OIEJX:
4.09%
VOO:
2.01%
OIEJX:
12.42%
VOO:
12.78%
OIEJX:
-36.88%
VOO:
-33.99%
OIEJX:
-8.76%
VOO:
-0.46%
Returns By Period
In the year-to-date period, OIEJX achieves a 4.72% return, which is significantly higher than VOO's 2.90% return. Over the past 10 years, OIEJX has underperformed VOO with an annualized return of 8.21%, while VOO has yielded a comparatively higher 13.46% annualized return.
OIEJX
4.72%
4.62%
2.83%
12.23%
7.31%
8.21%
VOO
2.90%
2.05%
9.63%
26.44%
14.54%
13.46%
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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 2.06%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OIEJX JPMorgan Equity Income Fund R6 | 2.06% | 2.16% | 2.48% | 2.21% | 1.75% | 2.05% | 2.01% | 2.46% | 1.83% | 2.11% | 2.26% | 2.16% |
VOO Vanguard S&P 500 ETF | 1.21% | 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 4.43%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.12%. 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.