VSNGX vs. FLQM
Compare and contrast key facts about JPMorgan Mid Cap Equity Fund (VSNGX) and Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM).
VSNGX is managed by JPMorgan Chase. It was launched on Dec 31, 1996. FLQM is a passively managed fund by Franklin Templeton that tracks the performance of the LibertyQ U.S. Mid Cap Equity Index. It was launched on Apr 26, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSNGX or FLQM.
Correlation
The correlation between VSNGX and FLQM is 0.86, 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
VSNGX vs. FLQM - Performance Comparison
Key characteristics
VSNGX:
0.76
FLQM:
1.12
VSNGX:
1.09
FLQM:
1.65
VSNGX:
1.14
FLQM:
1.20
VSNGX:
0.11
FLQM:
1.76
VSNGX:
2.35
FLQM:
4.11
VSNGX:
4.25%
FLQM:
3.39%
VSNGX:
13.26%
FLQM:
12.50%
VSNGX:
-97.97%
FLQM:
-37.26%
VSNGX:
-89.69%
FLQM:
-4.80%
Returns By Period
In the year-to-date period, VSNGX achieves a 3.36% return, which is significantly higher than FLQM's 2.63% return.
VSNGX
3.36%
-1.49%
4.42%
10.38%
5.01%
3.87%
FLQM
2.63%
-1.80%
4.27%
13.53%
12.02%
N/A
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VSNGX vs. FLQM - Expense Ratio Comparison
VSNGX has a 0.89% expense ratio, which is higher than FLQM's 0.30% expense ratio.
Risk-Adjusted Performance
VSNGX vs. FLQM — Risk-Adjusted Performance Rank
VSNGX
FLQM
VSNGX vs. FLQM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund (VSNGX) and Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM). 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
VSNGX vs. FLQM - Dividend Comparison
VSNGX's dividend yield for the trailing twelve months is around 0.42%, less than FLQM's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSNGX JPMorgan Mid Cap Equity Fund | 0.42% | 0.44% | 0.50% | 0.48% | 0.15% | 0.39% | 0.80% | 0.56% | 0.18% | 0.28% | 0.20% | 0.31% |
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF | 1.25% | 1.28% | 1.27% | 1.33% | 1.05% | 1.09% | 1.36% | 1.45% | 1.14% | 0.00% | 0.00% | 0.00% |
Drawdowns
VSNGX vs. FLQM - Drawdown Comparison
The maximum VSNGX drawdown since its inception was -97.97%, which is greater than FLQM's maximum drawdown of -37.26%. Use the drawdown chart below to compare losses from any high point for VSNGX and FLQM. For additional features, visit the drawdowns tool.
Volatility
VSNGX vs. FLQM - Volatility Comparison
JPMorgan Mid Cap Equity Fund (VSNGX) and Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM) have volatilities of 2.68% and 2.74%, 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.