JGRO vs. MOAT

Last updated Apr 2, 2026

Compare and contrast key facts about JPMorgan Active Growth ETF (JGRO) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).

JGRO and MOAT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JGRO is an actively managed fund by JPMorgan. It was launched on Aug 8, 2022. MOAT is a passively managed fund by VanEck that tracks the performance of the Morningstar Wide Moat Focus Index. It was launched on Apr 24, 2012.

Performance

JGRO vs. MOAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Active Growth ETF (JGRO) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). The values are adjusted to include any dividend payments, if applicable.

JGRO vs. MOAT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
JGRO JPMorgan Active Growth ETF	-8.00%	14.71%	32.77%	37.74%	-10.03%
MOAT VanEck Vectors Morningstar Wide Moat ETF	-6.87%	13.20%	10.73%	31.89%	-6.85%

Returns By Period

In the year-to-date period, JGRO achieves a -8.00% return, which is significantly lower than MOAT's -6.87% return.

JGRO

• 1D: 1.02%
• 1M: -3.84%
• YTD: -8.00%
• 6M: -8.96%
• 1Y: 15.16%
• 3Y*: 20.38%
• 5Y*: —
• 10Y*: —

MOAT

• 1D: -0.26%
• 1M: -9.39%
• YTD: -6.87%
• 6M: -2.70%
• 1Y: 11.53%
• 3Y*: 10.62%
• 5Y*: 7.92%
• 10Y*: 13.46%

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

JGRO vs. MOAT - Expense Ratio Comparison

JGRO has a 0.44% expense ratio, which is lower than MOAT's 0.48% expense ratio.

MOAT

VanEck Vectors Morningstar Wide Moat ETF

JGRO

JPMorgan Active Growth ETF

Return for Risk

JGRO vs. MOAT — Risk / Return Rank

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

JGRO

JGRO Risk / Return Rank: 36
JGRO Sharpe Ratio Rank: 36
JGRO Sortino Ratio Rank: 38
JGRO Omega Ratio Rank: 38
JGRO Calmar Ratio Rank: 36
JGRO Martin Ratio Rank: 33

MOAT

MOAT Risk / Return Rank: 31
MOAT Sharpe Ratio Rank: 30
MOAT Sortino Ratio Rank: 32
MOAT Omega Ratio Rank: 30
MOAT Calmar Ratio Rank: 32
MOAT Martin Ratio Rank: 34

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.

JGRO vs. MOAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Active Growth ETF (JGRO) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). 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.

	JGRO	MOAT	Difference
Sharpe ratio Return per unit of total volatility	0.71	0.59	+0.12
Sortino ratio Return per unit of downside risk	1.15	0.98	+0.17
Omega ratio Gain probability vs. loss probability	1.16	1.13	+0.03
Calmar ratio Return relative to maximum drawdown	0.97	0.83	+0.13
Martin ratio Return relative to average drawdown	3.00	3.12	-0.12
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

JGRO vs. MOAT - Sharpe Ratio Comparison

The current JGRO Sharpe Ratio is 0.71, which is comparable to the MOAT Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of JGRO and MOAT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	JGRO	MOAT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.71	0.59	+0.12
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.44	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.72	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.82	0.75	+0.07

Correlation

The correlation between JGRO and MOAT is 0.71, 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

JGRO vs. MOAT - Dividend Comparison

JGRO's dividend yield for the trailing twelve months is around 0.17%, less than MOAT's 1.46% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JGRO JPMorgan Active Growth ETF	0.17%	0.16%	0.10%	0.17%	0.16%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
MOAT VanEck Vectors Morningstar Wide Moat ETF	1.46%	1.36%	1.37%	0.86%	1.25%	1.08%	1.46%	1.31%	1.79%	1.07%	1.17%	2.13%

Drawdowns

JGRO vs. MOAT - Drawdown Comparison

The maximum JGRO drawdown since its inception was -22.70%, smaller than the maximum MOAT drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for JGRO and MOAT.

Drawdown Indicators

	JGRO	MOAT	Difference
Max Drawdown Largest peak-to-trough decline	-22.70%	-33.31%	+10.61%
Max Drawdown (1Y) Largest decline over 1 year	-16.44%	-13.30%	-3.14%
Max Drawdown (5Y) Largest decline over 5 years	—	-23.96%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.31%	—
Current Drawdown Current decline from peak	-12.49%	-10.42%	-2.07%
Average Drawdown Average peak-to-trough decline	-4.90%	-3.80%	-1.10%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.30%	3.55%	+1.75%

Volatility

JGRO vs. MOAT - Volatility Comparison

JPMorgan Active Growth ETF (JGRO) has a higher volatility of 6.70% compared to VanEck Vectors Morningstar Wide Moat ETF (MOAT) at 4.78%. This indicates that JGRO's price experiences larger fluctuations and is considered to be riskier than MOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JGRO	MOAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.70%	4.78%	+1.92%
Volatility (6M) Calculated over the trailing 6-month period	12.59%	10.10%	+2.49%
Volatility (1Y) Calculated over the trailing 1-year period	21.47%	19.76%	+1.71%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.12%	18.09%	+2.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.12%	18.71%	+1.41%