HLGEX vs. XMHQ

In the year-to-date period, HLGEX achieves a 1.26% return, which is significantly higher than XMHQ's -2.21% return. Over the past 10 years, HLGEX has underperformed XMHQ with an annualized return of 5.50%, while XMHQ has yielded a comparatively higher 10.82% annualized return.

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HLGEX has a 0.89% expense ratio, which is higher than XMHQ's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund (HLGEX) and Invesco S&P MidCap Quality ETF (XMHQ). 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 HLGEX Sharpe Ratio is 0.21, which is comparable to the XMHQ Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of HLGEX and XMHQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HLGEX has not paid dividends to shareholders, while XMHQ's dividend yield for the trailing twelve months is around 5.32%.

The maximum HLGEX drawdown since its inception was -67.69%, which is greater than XMHQ's maximum drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for HLGEX and XMHQ. For additional features, visit the drawdowns tool.

JPMorgan Mid Cap Growth Fund (HLGEX) has a higher volatility of 6.05% compared to Invesco S&P MidCap Quality ETF (XMHQ) at 4.98%. This indicates that HLGEX's price experiences larger fluctuations and is considered to be riskier than XMHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.