FTGS vs. SEEGX

In the year-to-date period, FTGS achieves a 3.88% return, which is significantly higher than SEEGX's 0.19% return.

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FTGS has a 0.60% expense ratio, which is lower than SEEGX's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for First Trust Growth Strength ETF (FTGS) and JPMorgan Large Cap Growth Fund (SEEGX). 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 FTGS Sharpe Ratio is 0.46, which is comparable to the SEEGX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of FTGS and SEEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FTGS's dividend yield for the trailing twelve months is around 0.39%, less than SEEGX's 1.00% yield.

The maximum FTGS drawdown since its inception was -19.99%, smaller than the maximum SEEGX drawdown of -63.03%. Use the drawdown chart below to compare losses from any high point for FTGS and SEEGX.

First Trust Growth Strength ETF (FTGS) has a higher volatility of 5.94% compared to JPMorgan Large Cap Growth Fund (SEEGX) at 4.76%. This indicates that FTGS's price experiences larger fluctuations and is considered to be riskier than SEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.