Correlation
The correlation between BDSKX and JLGMX is 0.81, 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.
BDSKX vs. JLGMX
Compare and contrast key facts about BlackRock Advantage Small Cap Core Fund Class K (BDSKX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
BDSKX is a passively managed fund by BlackRock that tracks the performance of the Russell 2000 Index. It was launched on Mar 14, 2013. JLGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 Growth Index. It was launched on Nov 30, 2010. Both BDSKX and JLGMX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDSKX or JLGMX.
Performance
BDSKX vs. JLGMX - Performance Comparison
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Key characteristics
BDSKX:
0.06
JLGMX:
0.64
BDSKX:
0.22
JLGMX:
0.89
BDSKX:
1.03
JLGMX:
1.12
BDSKX:
0.03
JLGMX:
0.59
BDSKX:
0.08
JLGMX:
1.91
BDSKX:
9.31%
JLGMX:
6.63%
BDSKX:
24.77%
JLGMX:
23.91%
BDSKX:
-43.30%
JLGMX:
-31.82%
BDSKX:
-15.94%
JLGMX:
-4.71%
Returns By Period
In the year-to-date period, BDSKX achieves a -5.81% return, which is significantly lower than JLGMX's 0.30% return.
BDSKX
-5.81%
4.65%
-12.77%
0.60%
5.07%
6.65%
N/A
JLGMX
0.30%
6.28%
-0.10%
15.35%
19.54%
17.21%
16.96%
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BDSKX vs. JLGMX - Expense Ratio Comparison
BDSKX has a 0.45% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Risk-Adjusted Performance
BDSKX vs. JLGMX — Risk-Adjusted Performance Rank
BDSKX
JLGMX
BDSKX vs. JLGMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Small Cap Core Fund Class K (BDSKX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX). 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
BDSKX vs. JLGMX - Dividend Comparison
BDSKX's dividend yield for the trailing twelve months is around 0.86%, less than JLGMX's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDSKX BlackRock Advantage Small Cap Core Fund Class K | 0.86% | 0.81% | 1.01% | 2.85% | 12.09% | 2.59% | 1.72% | 5.70% | 2.78% | 0.76% | 0.00% | 0.00% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 1.16% | 1.16% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% | 1.77% |
Drawdowns
BDSKX vs. JLGMX - Drawdown Comparison
The maximum BDSKX drawdown since its inception was -43.30%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for BDSKX and JLGMX.
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Volatility
BDSKX vs. JLGMX - Volatility Comparison
BlackRock Advantage Small Cap Core Fund Class K (BDSKX) has a higher volatility of 6.52% compared to JPMorgan Large Cap Growth Fund Class R6 (JLGMX) at 4.77%. This indicates that BDSKX's price experiences larger fluctuations and is considered to be riskier than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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