BIGZ vs. JPSE

In the year-to-date period, BIGZ achieves a -13.71% return, which is significantly lower than JPSE's -10.61% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Blackrock Innovation & Growth Trust (BIGZ) and JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE). 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.

The current BIGZ Sharpe Ratio is -0.05, which is lower than the JPSE Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of BIGZ and JPSE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BIGZ's dividend yield for the trailing twelve months is around 16.36%, more than JPSE's 1.89% yield.

The maximum BIGZ drawdown since its inception was -67.28%, which is greater than JPSE's maximum drawdown of -43.02%. Use the drawdown chart below to compare losses from any high point for BIGZ and JPSE. For additional features, visit the drawdowns tool.

Blackrock Innovation & Growth Trust (BIGZ) has a higher volatility of 17.53% compared to JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) at 12.56%. This indicates that BIGZ's price experiences larger fluctuations and is considered to be riskier than JPSE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.