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 Apr 5, 2019.
Performance
JGH vs. VOOG - Performance Comparison
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JGH vs. VOOG - 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% |
VOOG Vanguard S&P 500 Growth ETF | -6.97% | 22.11% | 35.89% | 29.96% | -29.48% | 31.95% | 33.35% | 30.93% | -0.21% | 27.19% |
Returns By Period
In the year-to-date period, JGH achieves a 0.85% return, which is significantly higher than VOOG's -6.97% return. Over the past 10 years, JGH has underperformed VOOG with an annualized return of 8.51%, while VOOG has yielded a comparatively higher 15.86% 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%
VOOG
- 1D
- 1.30%
- 1M
- -4.28%
- YTD
- -6.97%
- 6M
- -5.29%
- 1Y
- 23.21%
- 3Y*
- 22.32%
- 5Y*
- 12.46%
- 10Y*
- 15.86%
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JGH vs. VOOG - Expense Ratio Comparison
JGH has a 1.68% expense ratio, which is higher than VOOG's 0.07% expense ratio.
Return for Risk
JGH vs. VOOG — Risk / Return Rank
JGH
VOOG
JGH vs. VOOG - 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 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.
| JGH | VOOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.05 | -0.61 |
Sortino ratioReturn per unit of downside risk | 0.63 | 1.62 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 1.76 | -1.33 |
Martin ratioReturn relative to average drawdown | 1.22 | 6.81 | -5.59 |
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 | VOOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 1.05 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.59 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.77 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.84 | -0.45 |
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.
Dividends
JGH vs. VOOG - Dividend Comparison
JGH's dividend yield for the trailing twelve months is around 9.98%, more than VOOG's 0.53% 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.53% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
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.
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Drawdown Indicators
| JGH | VOOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.79% | -32.73% | -11.06% |
Max Drawdown (1Y)Largest decline over 1 year | -11.69% | -13.71% | +2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -28.66% | -32.73% | +4.07% |
Max Drawdown (10Y)Largest decline over 10 years | -43.79% | -32.73% | -11.06% |
Current DrawdownCurrent decline from peak | -4.36% | -9.07% | +4.71% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -5.01% | -2.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 3.54% | +0.55% |
Volatility
JGH vs. VOOG - Volatility Comparison
The current volatility for Nuveen Global High Income Fund (JGH) is 5.07%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.28%. 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.
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Volatility by Period
| JGH | VOOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 7.28% | -2.21% |
Volatility (6M)Calculated over the trailing 6-month period | 8.26% | 12.68% | -4.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.86% | 22.28% | -8.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.67% | 21.16% | -7.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.85% | 20.65% | -4.80% |