JGH vs. VOO
Compare and contrast key facts about Nuveen Global High Income Fund (JGH) and Vanguard S&P 500 ETF (VOO).
JGH is managed by Nuveen. It was launched on Nov 24, 2014. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
JGH vs. VOO - Performance Comparison
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JGH vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JGH Nuveen Global High Income Fund | 0.85% | 8.62% | 15.98% | 20.89% | -21.01% | 10.84% | 2.77% | 30.04% | -12.02% | 15.25% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, JGH achieves a 0.85% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, JGH has underperformed VOO with an annualized return of 8.51%, while VOO has yielded a comparatively higher 14.14% annualized return.
JGH
- 1D
- 1.55%
- 1M
- -2.16%
- YTD
- 0.85%
- 6M
- -3.01%
- 1Y
- 6.05%
- 3Y*
- 14.91%
- 5Y*
- 5.74%
- 10Y*
- 8.51%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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JGH vs. VOO - Expense Ratio Comparison
JGH has a 1.68% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
JGH vs. VOO — Risk / Return Rank
JGH
VOO
JGH vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Global High Income Fund (JGH) and Vanguard S&P 500 ETF (VOO). 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.
| JGH | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.01 | -0.57 |
Sortino ratioReturn per unit of downside risk | 0.63 | 1.53 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 1.55 | -1.13 |
Martin ratioReturn relative to average drawdown | 1.22 | 7.31 | -6.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JGH | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 1.01 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.71 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.79 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.83 | -0.45 |
Correlation
The correlation between JGH and VOO is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JGH vs. VOO - Dividend Comparison
JGH's dividend yield for the trailing twelve months is around 9.98%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGH Nuveen Global High Income Fund | 9.98% | 9.82% | 9.67% | 10.18% | 12.05% | 8.19% | 7.13% | 7.53% | 9.88% | 8.52% | 9.61% | 11.44% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
JGH vs. VOO - Drawdown Comparison
The maximum JGH drawdown since its inception was -43.79%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JGH and VOO.
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Drawdown Indicators
| JGH | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.79% | -33.99% | -9.80% |
Max Drawdown (1Y)Largest decline over 1 year | -11.69% | -11.98% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -28.66% | -24.52% | -4.14% |
Max Drawdown (10Y)Largest decline over 10 years | -43.79% | -33.99% | -9.80% |
Current DrawdownCurrent decline from peak | -4.36% | -5.55% | +1.19% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -3.72% | -3.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 2.55% | +1.54% |
Volatility
JGH vs. VOO - Volatility Comparison
The current volatility for Nuveen Global High Income Fund (JGH) is 5.07%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that JGH experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JGH | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 5.34% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 8.26% | 9.47% | -1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.86% | 18.11% | -4.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.67% | 16.82% | -3.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.85% | 17.99% | -2.14% |