JGRO vs. MOAT

The year-to-date returns for both stocks are quite close, with JGRO having a -5.59% return and MOAT slightly lower at -5.65%.

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

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.

The current JGRO Sharpe Ratio is 0.42, which is higher than the MOAT Sharpe Ratio of 0.04. 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.

JGRO's dividend yield for the trailing twelve months is around 0.11%, less than MOAT's 1.45% yield.

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. For additional features, visit the drawdowns tool.