WOOPX vs. FTSIX
Compare and contrast key facts about JPMorgan SMID Cap Equity Fund (WOOPX) and Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX).
WOOPX is managed by JPMorgan. It was launched on May 31, 1991. FTSIX is managed by Fuller & Thaler Asset Mgmt. It was launched on Dec 26, 2018.
Performance
WOOPX vs. FTSIX - Performance Comparison
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WOOPX vs. FTSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WOOPX JPMorgan SMID Cap Equity Fund | -2.26% | -2.61% | 11.33% | 13.31% | -18.98% | 23.19% | 10.20% | 26.22% |
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 6.17% | 6.04% | 11.86% | 18.52% | -17.63% | 25.29% | 19.19% | 26.72% |
Returns By Period
In the year-to-date period, WOOPX achieves a -2.26% return, which is significantly lower than FTSIX's 6.17% return.
WOOPX
- 1D
- 2.89%
- 1M
- -7.13%
- YTD
- -2.26%
- 6M
- -2.33%
- 1Y
- -0.22%
- 3Y*
- 5.28%
- 5Y*
- 1.94%
- 10Y*
- 6.59%
FTSIX
- 1D
- 2.47%
- 1M
- -4.31%
- YTD
- 6.17%
- 6M
- 8.46%
- 1Y
- 18.00%
- 3Y*
- 11.65%
- 5Y*
- 5.34%
- 10Y*
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WOOPX vs. FTSIX - Expense Ratio Comparison
WOOPX has a 0.84% expense ratio, which is lower than FTSIX's 2.69% expense ratio.
Return for Risk
WOOPX vs. FTSIX — Risk / Return Rank
WOOPX
FTSIX
WOOPX vs. FTSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SMID Cap Equity Fund (WOOPX) and Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX). 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.
| WOOPX | FTSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 0.91 | -0.90 |
Sortino ratioReturn per unit of downside risk | 0.17 | 1.41 | -1.25 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.19 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.04 | 1.42 | -1.38 |
Martin ratioReturn relative to average drawdown | 0.11 | 5.73 | -5.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WOOPX | FTSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 0.91 | -0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.28 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.53 | -0.07 |
Correlation
The correlation between WOOPX and FTSIX is 0.94, 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.
Dividends
WOOPX vs. FTSIX - Dividend Comparison
WOOPX's dividend yield for the trailing twelve months is around 7.15%, more than FTSIX's 0.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOOPX JPMorgan SMID Cap Equity Fund | 7.15% | 6.98% | 1.62% | 0.49% | 12.28% | 20.40% | 3.88% | 11.31% | 26.09% | 7.74% | 0.72% | 9.47% |
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 0.61% | 0.64% | 0.84% | 0.85% | 0.95% | 5.50% | 0.35% | 2.16% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WOOPX vs. FTSIX - Drawdown Comparison
The maximum WOOPX drawdown since its inception was -58.15%, which is greater than FTSIX's maximum drawdown of -42.12%. Use the drawdown chart below to compare losses from any high point for WOOPX and FTSIX.
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Drawdown Indicators
| WOOPX | FTSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.15% | -42.12% | -16.03% |
Max Drawdown (1Y)Largest decline over 1 year | -13.98% | -13.29% | -0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -24.94% | -27.57% | +2.63% |
Max Drawdown (10Y)Largest decline over 10 years | -41.30% | — | — |
Current DrawdownCurrent decline from peak | -12.30% | -4.50% | -7.80% |
Average DrawdownAverage peak-to-trough decline | -8.22% | -7.80% | -0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.90% | 3.29% | +1.61% |
Volatility
WOOPX vs. FTSIX - Volatility Comparison
JPMorgan SMID Cap Equity Fund (WOOPX) has a higher volatility of 6.32% compared to Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) at 5.75%. This indicates that WOOPX's price experiences larger fluctuations and is considered to be riskier than FTSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WOOPX | FTSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 5.75% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 12.11% | 11.27% | +0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.28% | 20.15% | +1.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.77% | 19.14% | -0.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.15% | 23.49% | -3.34% |