VSEAX vs. VTWO
Compare and contrast key facts about JPMorgan Small Cap Equity Fund (VSEAX) and Vanguard Russell 2000 ETF (VTWO).
VSEAX is managed by JPMorgan Chase. It was launched on Dec 20, 1994. VTWO is a passively managed fund by Vanguard that tracks the performance of the Russell 2000 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: VSEAX or VTWO.
Correlation
The correlation between VSEAX and VTWO 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
VSEAX vs. VTWO - Performance Comparison
Key characteristics
VSEAX:
-0.46
VTWO:
-0.05
VSEAX:
-0.45
VTWO:
0.13
VSEAX:
0.93
VTWO:
1.02
VSEAX:
-0.21
VTWO:
-0.03
VSEAX:
-0.78
VTWO:
-0.07
VSEAX:
13.69%
VTWO:
9.36%
VSEAX:
24.25%
VTWO:
24.18%
VSEAX:
-51.78%
VTWO:
-41.19%
VSEAX:
-43.77%
VTWO:
-16.68%
Returns By Period
In the year-to-date period, VSEAX achieves a -6.83% return, which is significantly higher than VTWO's -8.88% return. Over the past 10 years, VSEAX has underperformed VTWO with an annualized return of -1.06%, while VTWO has yielded a comparatively higher 6.59% annualized return.
VSEAX
-6.83%
5.16%
-21.72%
-10.98%
-1.43%
-1.06%
VTWO
-8.88%
5.81%
-15.21%
-1.12%
10.28%
6.59%
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VSEAX vs. VTWO - Expense Ratio Comparison
VSEAX has a 1.27% expense ratio, which is higher than VTWO's 0.10% expense ratio.
Risk-Adjusted Performance
VSEAX vs. VTWO — Risk-Adjusted Performance Rank
VSEAX
VTWO
VSEAX vs. VTWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Small Cap Equity Fund (VSEAX) and Vanguard Russell 2000 ETF (VTWO). 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
VSEAX vs. VTWO - Dividend Comparison
VSEAX's dividend yield for the trailing twelve months is around 13.49%, more than VTWO's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSEAX JPMorgan Small Cap Equity Fund | 13.49% | 12.57% | 4.81% | 15.49% | 22.80% | 2.89% | 4.96% | 8.25% | 5.99% | 2.98% | 0.36% | 11.60% |
VTWO Vanguard Russell 2000 ETF | 1.42% | 1.21% | 1.45% | 1.48% | 1.13% | 0.92% | 1.36% | 1.41% | 1.18% | 1.27% | 1.23% | 1.12% |
Drawdowns
VSEAX vs. VTWO - Drawdown Comparison
The maximum VSEAX drawdown since its inception was -51.78%, which is greater than VTWO's maximum drawdown of -41.19%. Use the drawdown chart below to compare losses from any high point for VSEAX and VTWO. For additional features, visit the drawdowns tool.
Volatility
VSEAX vs. VTWO - Volatility Comparison
JPMorgan Small Cap Equity Fund (VSEAX) and Vanguard Russell 2000 ETF (VTWO) have volatilities of 7.34% and 7.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.