WOOPX vs. VTWO
Compare and contrast key facts about JPMorgan SMID Cap Equity Fund (WOOPX) and Vanguard Russell 2000 ETF (VTWO).
WOOPX is managed by JPMorgan Chase. It was launched on May 31, 1991. 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: WOOPX or VTWO.
Correlation
The correlation between WOOPX and VTWO is 0.91, 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
WOOPX vs. VTWO - Performance Comparison
Key characteristics
WOOPX:
0.66
VTWO:
0.65
WOOPX:
1.05
VTWO:
1.06
WOOPX:
1.12
VTWO:
1.13
WOOPX:
0.28
VTWO:
0.74
WOOPX:
2.28
VTWO:
2.85
WOOPX:
4.23%
VTWO:
4.50%
WOOPX:
14.62%
VTWO:
19.59%
WOOPX:
-69.42%
VTWO:
-41.19%
WOOPX:
-24.69%
VTWO:
-7.13%
Returns By Period
In the year-to-date period, WOOPX achieves a 2.01% return, which is significantly higher than VTWO's 1.57% return. Over the past 10 years, WOOPX has underperformed VTWO with an annualized return of -1.85%, while VTWO has yielded a comparatively higher 7.79% annualized return.
WOOPX
2.01%
-2.24%
3.83%
10.14%
-0.36%
-1.85%
VTWO
1.57%
-2.37%
5.77%
14.91%
7.64%
7.79%
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WOOPX vs. VTWO - Expense Ratio Comparison
WOOPX has a 0.84% expense ratio, which is higher than VTWO's 0.10% expense ratio.
Risk-Adjusted Performance
WOOPX vs. VTWO — Risk-Adjusted Performance Rank
WOOPX
VTWO
WOOPX vs. VTWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SMID Cap Equity Fund (WOOPX) 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
WOOPX vs. VTWO - Dividend Comparison
WOOPX's dividend yield for the trailing twelve months is around 0.35%, less than VTWO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOOPX JPMorgan SMID Cap Equity Fund | 0.35% | 0.35% | 0.49% | 0.18% | 0.00% | 0.75% | 0.65% | 0.82% | 0.77% | 0.71% | 0.73% | 0.70% |
VTWO Vanguard Russell 2000 ETF | 1.19% | 1.21% | 1.45% | 1.48% | 1.13% | 0.92% | 1.36% | 1.41% | 1.18% | 1.27% | 1.23% | 1.12% |
Drawdowns
WOOPX vs. VTWO - Drawdown Comparison
The maximum WOOPX drawdown since its inception was -69.42%, which is greater than VTWO's maximum drawdown of -41.19%. Use the drawdown chart below to compare losses from any high point for WOOPX and VTWO. For additional features, visit the drawdowns tool.
Volatility
WOOPX vs. VTWO - Volatility Comparison
The current volatility for JPMorgan SMID Cap Equity Fund (WOOPX) is 2.93%, while Vanguard Russell 2000 ETF (VTWO) has a volatility of 3.72%. This indicates that WOOPX experiences smaller price fluctuations and is considered to be less risky than VTWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.