HLQVX vs. VTV

In the year-to-date period, HLQVX achieves a -0.69% return, which is significantly lower than VTV's 1.83% return. Both investments have delivered pretty close results over the past 10 years, with HLQVX having a 9.93% annualized return and VTV not far ahead at 9.97%.

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

HLQVX has a 0.69% expense ratio, which is higher than VTV's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Value Fund (HLQVX) and Vanguard Value ETF (VTV). 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 HLQVX Sharpe Ratio is 0.53, which is comparable to the VTV Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of HLQVX and VTV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HLQVX's dividend yield for the trailing twelve months is around 11.13%, more than VTV's 2.29% yield.

The maximum HLQVX drawdown since its inception was -59.80%, roughly equal to the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for HLQVX and VTV.

JPMorgan Large Cap Value Fund (HLQVX) has a higher volatility of 5.03% compared to Vanguard Value ETF (VTV) at 4.23%. This indicates that HLQVX's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.