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JGLO vs. ^GSPC
Performance
Return for Risk
Drawdowns
Volatility

Performance

JGLO vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Jpmorgan Global Select Equity ETF (JGLO) and S&P 500 Index (^GSPC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, JGLO achieves a 3.31% return, which is significantly lower than ^GSPC's 7.60% return.


JGLO

1D
-1.34%
1M
-1.33%
YTD
3.31%
6M
2.82%
1Y
13.14%
3Y*
5Y*
10Y*

^GSPC

1D
-1.44%
1M
-1.45%
YTD
7.60%
6M
6.59%
1Y
22.24%
3Y*
19.20%
5Y*
11.54%
10Y*
13.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JGLO vs. ^GSPC - Yearly Performance Comparison


2026 (YTD)202520242023
JGLO
Jpmorgan Global Select Equity ETF
3.31%14.07%17.00%8.01%
^GSPC
S&P 500 Index
7.60%16.39%23.31%6.77%

Correlation

The correlation between JGLO and ^GSPC is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.93

Correlation (All Time)
Calculated using the full available price history since Sep 14, 2023

0.93

The correlation between JGLO and ^GSPC has been stable across timeframes, ranging from 0.93 to 0.93 - a consistent structural relationship.

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Return for Risk

JGLO vs. ^GSPC — Risk / Return Rank

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

JGLO
JGLO Risk / Return Rank: 3232
Overall Rank
JGLO Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
JGLO Sortino Ratio Rank: 3131
Sortino Ratio Rank
JGLO Omega Ratio Rank: 3030
Omega Ratio Rank
JGLO Calmar Ratio Rank: 2929
Calmar Ratio Rank
JGLO Martin Ratio Rank: 3838
Martin Ratio Rank

^GSPC
^GSPC Risk / Return Rank: 6161
Overall Rank
^GSPC Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
^GSPC Sortino Ratio Rank: 5757
Sortino Ratio Rank
^GSPC Omega Ratio Rank: 6262
Omega Ratio Rank
^GSPC Calmar Ratio Rank: 5757
Calmar Ratio Rank
^GSPC Martin Ratio Rank: 7272
Martin Ratio Rank
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.

JGLO vs. ^GSPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Jpmorgan Global Select Equity ETF (JGLO) and S&P 500 Index (^GSPC). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


JGLO^GSPCDifference
Sharpe ratioReturn per unit of total volatility

-0.70

Sortino ratioReturn per unit of downside risk

-0.88

Omega ratioGain probability vs. loss probability

1.20

1.32

-0.13

Calmar ratioReturn relative to maximum drawdown

1.39

2.46

-1.06

Martin ratioReturn relative to average drawdown

5.59

10.92

-5.33

JGLO vs. ^GSPC - Sharpe Ratio Comparison

The current JGLO Sharpe Ratio is 1.08, which is lower than the ^GSPC Sharpe Ratio of 1.78. The chart below compares the historical Sharpe Ratios of JGLO and ^GSPC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

JGLO vs. ^GSPC - Drawdown Comparison

The maximum JGLO drawdown since its inception was -16.12%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for JGLO and ^GSPC.


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Drawdown Indicators


JGLO^GSPCDifference

Max Drawdown

Largest peak-to-trough decline

-16.12%

-56.78%

+40.66%

Max Drawdown (1Y)

Largest decline over 1 year

-9.47%

-9.10%

-0.37%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-2.43%

-3.21%

+0.78%

Average Drawdown

Average peak-to-trough decline

-1.88%

-10.71%

+8.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.35%

2.04%

+0.31%

Volatility

JGLO vs. ^GSPC - Volatility Comparison

Jpmorgan Global Select Equity ETF (JGLO) and S&P 500 Index (^GSPC) have volatilities of 4.77% and 4.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JGLO^GSPCDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.77%

4.89%

-0.12%

Volatility (6M)

Calculated over the trailing 6-month period

9.99%

9.93%

+0.06%

Volatility (1Y)

Calculated over the trailing 1-year period

12.24%

12.57%

-0.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.17%

17.00%

-2.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.17%

18.08%

-3.91%

Frequently Asked Questions


With a correlation of 0.93, JGLO and ^GSPC move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

^GSPC has higher volatility (4.89%) compared to JGLO (4.77%). In terms of maximum drawdown, JGLO dropped -16.12% vs ^GSPC's -56.78%.

^GSPC currently has the higher Sharpe Ratio (1.78 vs 1.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for JGLO and ^GSPC

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