JCTR vs. MGC

Last updated Apr 2, 2026

Compare and contrast key facts about JPMorgan Carbon Transition U.S. Equity ETF (JCTR) and Vanguard Mega Cap ETF (MGC).

JCTR and MGC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JCTR is a passively managed fund by JPMorgan that tracks the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index. It was launched on Dec 9, 2020. MGC is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mega Cap Index. It was launched on Dec 17, 2007. Both JCTR and MGC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

JCTR vs. MGC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Carbon Transition U.S. Equity ETF (JCTR) and Vanguard Mega Cap ETF (MGC). The values are adjusted to include any dividend payments, if applicable.

JCTR vs. MGC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
JCTR JPMorgan Carbon Transition U.S. Equity ETF	0.00%	13.55%	24.74%	27.51%	-18.76%	29.86%	2.11%
MGC Vanguard Mega Cap ETF	-4.86%	19.31%	27.16%	29.77%	-19.95%	27.58%	2.69%

Returns By Period

JCTR

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

MGC

• 1D: 0.81%
• 1M: -4.09%
• YTD: -4.86%
• 6M: -2.26%
• 1Y: 18.99%
• 3Y*: 19.96%
• 5Y*: 12.41%
• 10Y*: 14.78%

*Multi-year figures are annualized to reflect compound growth (CAGR)

JCTR vs. MGC - Expense Ratio Comparison

JCTR has a 0.15% expense ratio, which is higher than MGC's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

JCTR

JPMorgan Carbon Transition U.S. Equity ETF

MGC

Vanguard Mega Cap ETF

Return for Risk

JCTR vs. MGC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MGC

MGC Risk / Return Rank: 61
MGC Sharpe Ratio Rank: 55
MGC Sortino Ratio Rank: 59
MGC Omega Ratio Rank: 61
MGC Calmar Ratio Rank: 62
MGC Martin Ratio Rank: 68

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JCTR vs. MGC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Carbon Transition U.S. Equity ETF (JCTR) and Vanguard Mega Cap ETF (MGC). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	JCTR	MGC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.01	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.72	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.82	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.56	—

Correlation

The correlation between JCTR and MGC is 0.94, 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.

Dividends

JCTR vs. MGC - Dividend Comparison

JCTR's dividend yield for the trailing twelve months is around 0.43%, less than MGC's 1.01% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JCTR JPMorgan Carbon Transition U.S. Equity ETF	0.43%	0.61%	1.04%	1.88%	1.53%	1.13%	0.13%	0.00%	0.00%	0.00%	0.00%	0.00%
MGC Vanguard Mega Cap ETF	1.01%	0.93%	1.15%	1.35%	1.65%	1.17%	1.45%	1.81%	2.10%	1.83%	2.14%	2.11%

Drawdowns

Drawdown Indicators

	JCTR	MGC	Difference
Max Drawdown Largest peak-to-trough decline	—	-51.93%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-11.93%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.74%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.07%	—
Current Drawdown Current decline from peak	—	-6.33%	—
Average Drawdown Average peak-to-trough decline	—	-7.12%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.72%	—

Volatility

Volatility by Period

	JCTR	MGC	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.54%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.86%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	18.80%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.26%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.19%	—