Correlation
The correlation between WOOPX and BBSC is 0.79, 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.
WOOPX vs. BBSC
Compare and contrast key facts about JPMorgan SMID Cap Equity Fund (WOOPX) and JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC).
WOOPX is managed by JPMorgan Chase. It was launched on May 31, 1991. BBSC is a passively managed fund by JPMorgan Chase that tracks the performance of the Morningstar US Small Cap Target Market Exposure Extended Index. It was launched on Nov 16, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WOOPX or BBSC.
Performance
WOOPX vs. BBSC - Performance Comparison
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Key characteristics
WOOPX:
0.19
BBSC:
0.10
WOOPX:
0.57
BBSC:
0.45
WOOPX:
1.07
BBSC:
1.06
WOOPX:
0.25
BBSC:
0.16
WOOPX:
0.74
BBSC:
0.45
WOOPX:
8.07%
BBSC:
10.54%
WOOPX:
21.08%
BBSC:
25.64%
WOOPX:
-58.15%
BBSC:
-30.96%
WOOPX:
-12.24%
BBSC:
-15.45%
Returns By Period
In the year-to-date period, WOOPX achieves a -4.18% return, which is significantly higher than BBSC's -7.53% return.
WOOPX
-4.18%
2.02%
-11.32%
3.95%
4.23%
7.70%
5.96%
BBSC
-7.53%
3.41%
-15.19%
2.60%
5.36%
N/A
N/A
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WOOPX vs. BBSC - Expense Ratio Comparison
WOOPX has a 0.84% expense ratio, which is higher than BBSC's 0.09% expense ratio.
Risk-Adjusted Performance
WOOPX vs. BBSC — Risk-Adjusted Performance Rank
WOOPX
BBSC
WOOPX vs. BBSC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SMID Cap Equity Fund (WOOPX) and JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC). 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.
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Dividends
WOOPX vs. BBSC - Dividend Comparison
WOOPX's dividend yield for the trailing twelve months is around 1.03%, less than BBSC's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOOPX JPMorgan SMID Cap Equity Fund | 1.03% | 0.98% | 0.49% | 12.28% | 20.40% | 3.88% | 11.31% | 26.09% | 7.74% | 0.72% | 9.47% | 15.77% |
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.34% | 1.29% | 1.58% | 1.37% | 1.06% | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WOOPX vs. BBSC - Drawdown Comparison
The maximum WOOPX drawdown since its inception was -58.15%, which is greater than BBSC's maximum drawdown of -30.96%. Use the drawdown chart below to compare losses from any high point for WOOPX and BBSC.
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Volatility
WOOPX vs. BBSC - Volatility Comparison
The current volatility for JPMorgan SMID Cap Equity Fund (WOOPX) is 6.41%, while JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) has a volatility of 6.75%. This indicates that WOOPX experiences smaller price fluctuations and is considered to be less risky than BBSC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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