JGH vs. VOOG
Compare and contrast key facts about Nuveen Global High Income Fund (JGH) and Vanguard S&P 500 Growth ETF (VOOG).
JGH is managed by Nuveen. It was launched on Nov 24, 2014. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JGH or VOOG.
Correlation
The correlation between JGH and VOOG is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
JGH vs. VOOG - Performance Comparison
Key characteristics
JGH:
1.84
VOOG:
1.75
JGH:
2.64
VOOG:
2.30
JGH:
1.35
VOOG:
1.32
JGH:
3.47
VOOG:
2.45
JGH:
10.79
VOOG:
9.48
JGH:
1.74%
VOOG:
3.32%
JGH:
10.21%
VOOG:
18.01%
JGH:
-43.79%
VOOG:
-32.73%
JGH:
0.00%
VOOG:
0.00%
Returns By Period
In the year-to-date period, JGH achieves a 6.10% return, which is significantly higher than VOOG's 5.17% return. Over the past 10 years, JGH has underperformed VOOG with an annualized return of 7.25%, while VOOG has yielded a comparatively higher 15.29% annualized return.
JGH
6.10%
3.88%
9.31%
18.63%
5.27%
7.25%
VOOG
5.17%
2.81%
13.79%
33.83%
16.79%
15.29%
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JGH vs. VOOG - Expense Ratio Comparison
JGH has a 1.68% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
JGH vs. VOOG — Risk-Adjusted Performance Rank
JGH
VOOG
JGH vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Global High Income Fund (JGH) and Vanguard S&P 500 Growth ETF (VOOG). 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.
Dividends
JGH vs. VOOG - Dividend Comparison
JGH's dividend yield for the trailing twelve months is around 9.30%, more than VOOG's 0.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGH Nuveen Global High Income Fund | 9.30% | 9.72% | 10.23% | 12.05% | 8.20% | 7.15% | 7.53% | 9.88% | 8.52% | 9.61% | 11.44% | 0.00% |
VOOG Vanguard S&P 500 Growth ETF | 0.46% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
JGH vs. VOOG - Drawdown Comparison
The maximum JGH drawdown since its inception was -43.79%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for JGH and VOOG. For additional features, visit the drawdowns tool.
Volatility
JGH vs. VOOG - Volatility Comparison
The current volatility for Nuveen Global High Income Fund (JGH) is 1.47%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.41%. This indicates that JGH experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.