VSCOX vs. XSVM
Compare and contrast key facts about JPMorgan Small Cap Blend Fund (VSCOX) and Invesco S&P SmallCap Value with Momentum ETF (XSVM).
VSCOX is managed by JPMorgan Chase. It was launched on May 19, 1997. XSVM is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Index. It was launched on Mar 3, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSCOX or XSVM.
Correlation
The correlation between VSCOX and XSVM is 0.84, 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
VSCOX vs. XSVM - Performance Comparison
Key characteristics
VSCOX:
0.71
XSVM:
0.34
VSCOX:
1.10
XSVM:
0.67
VSCOX:
1.13
XSVM:
1.08
VSCOX:
0.62
XSVM:
0.55
VSCOX:
3.03
XSVM:
1.16
VSCOX:
4.27%
XSVM:
6.36%
VSCOX:
18.24%
XSVM:
21.56%
VSCOX:
-68.28%
XSVM:
-62.57%
VSCOX:
-9.17%
XSVM:
-7.93%
Returns By Period
In the year-to-date period, VSCOX achieves a 2.70% return, which is significantly higher than XSVM's 2.07% return. Over the past 10 years, VSCOX has underperformed XSVM with an annualized return of 1.42%, while XSVM has yielded a comparatively higher 9.97% annualized return.
VSCOX
2.70%
3.99%
8.33%
10.10%
5.22%
1.42%
XSVM
2.07%
6.23%
5.26%
4.02%
12.91%
9.97%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VSCOX vs. XSVM - Expense Ratio Comparison
VSCOX has a 1.24% expense ratio, which is higher than XSVM's 0.39% expense ratio.
Risk-Adjusted Performance
VSCOX vs. XSVM — Risk-Adjusted Performance Rank
VSCOX
XSVM
VSCOX vs. XSVM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Small Cap Blend Fund (VSCOX) and Invesco S&P SmallCap Value with Momentum ETF (XSVM). 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
VSCOX vs. XSVM - Dividend Comparison
VSCOX's dividend yield for the trailing twelve months is around 0.90%, less than XSVM's 1.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCOX JPMorgan Small Cap Blend Fund | 0.90% | 0.93% | 0.27% | 0.14% | 0.00% | 0.06% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XSVM Invesco S&P SmallCap Value with Momentum ETF | 1.65% | 1.69% | 1.31% | 1.79% | 1.23% | 1.21% | 1.22% | 2.54% | 1.90% | 2.29% | 2.68% | 1.32% |
Drawdowns
VSCOX vs. XSVM - Drawdown Comparison
The maximum VSCOX drawdown since its inception was -68.28%, which is greater than XSVM's maximum drawdown of -62.57%. Use the drawdown chart below to compare losses from any high point for VSCOX and XSVM. For additional features, visit the drawdowns tool.
Volatility
VSCOX vs. XSVM - Volatility Comparison
The current volatility for JPMorgan Small Cap Blend Fund (VSCOX) is 4.15%, while Invesco S&P SmallCap Value with Momentum ETF (XSVM) has a volatility of 4.99%. This indicates that VSCOX experiences smaller price fluctuations and is considered to be less risky than XSVM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.