PSOPX vs. VONG
Compare and contrast key facts about JPMorgan Small Cap Value Fund (PSOPX) and Vanguard Russell 1000 Growth ETF (VONG).
PSOPX is managed by JPMorgan Chase. It was launched on Jan 27, 1995. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSOPX or VONG.
Correlation
The correlation between PSOPX and VONG is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PSOPX vs. VONG - Performance Comparison
Key characteristics
PSOPX:
0.16
VONG:
1.49
PSOPX:
0.37
VONG:
2.00
PSOPX:
1.05
VONG:
1.27
PSOPX:
0.12
VONG:
2.01
PSOPX:
0.53
VONG:
7.59
PSOPX:
6.20%
VONG:
3.48%
PSOPX:
20.68%
VONG:
17.79%
PSOPX:
-68.93%
VONG:
-32.72%
PSOPX:
-23.86%
VONG:
-3.19%
Returns By Period
In the year-to-date period, PSOPX achieves a -0.76% return, which is significantly lower than VONG's 0.91% return. Over the past 10 years, PSOPX has underperformed VONG with an annualized return of 0.62%, while VONG has yielded a comparatively higher 16.22% annualized return.
PSOPX
-0.76%
-3.98%
-7.05%
2.92%
2.75%
0.62%
VONG
0.91%
-2.56%
10.35%
23.00%
17.56%
16.22%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PSOPX vs. VONG - Expense Ratio Comparison
PSOPX has a 0.94% expense ratio, which is higher than VONG's 0.08% expense ratio.
Risk-Adjusted Performance
PSOPX vs. VONG — Risk-Adjusted Performance Rank
PSOPX
VONG
PSOPX vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Small Cap Value Fund (PSOPX) and Vanguard Russell 1000 Growth ETF (VONG). 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
PSOPX vs. VONG - Dividend Comparison
PSOPX's dividend yield for the trailing twelve months is around 0.97%, more than VONG's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSOPX JPMorgan Small Cap Value Fund | 0.97% | 0.96% | 1.46% | 1.10% | 0.50% | 0.74% | 1.17% | 1.12% | 0.70% | 0.67% | 1.11% | 0.64% |
VONG Vanguard Russell 1000 Growth ETF | 0.55% | 0.55% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% |
Drawdowns
PSOPX vs. VONG - Drawdown Comparison
The maximum PSOPX drawdown since its inception was -68.93%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for PSOPX and VONG. For additional features, visit the drawdowns tool.
Volatility
PSOPX vs. VONG - Volatility Comparison
The current volatility for JPMorgan Small Cap Value Fund (PSOPX) is 4.42%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 5.19%. This indicates that PSOPX experiences smaller price fluctuations and is considered to be less risky than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.