JGRO vs. OLGAX

In the year-to-date period, JGRO achieves a -0.39% return, which is significantly lower than OLGAX's 0.03% return.

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JGRO has a 0.44% expense ratio, which is lower than OLGAX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Active Growth ETF (JGRO) and JPMorgan Large Cap Growth Fund Class A (OLGAX). 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 0.52, which is comparable to the OLGAX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of JGRO and OLGAX, 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 0.10%, less than OLGAX's 1.03% yield.

The maximum JGRO drawdown since its inception was -22.70%, smaller than the maximum OLGAX drawdown of -63.07%. Use the drawdown chart below to compare losses from any high point for JGRO and OLGAX.

JPMorgan Active Growth ETF (JGRO) has a higher volatility of 5.11% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 4.75%. This indicates that JGRO's price experiences larger fluctuations and is considered to be riskier than OLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.