JGRO vs. VOOG
Compare and contrast key facts about JPMorgan Active Growth ETF (JGRO) and Vanguard S&P 500 Growth ETF (VOOG).
JGRO and VOOG 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 Chase. It was launched on Aug 8, 2022. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JGRO or VOOG.
Key characteristics
| JGRO | VOOG | |
|---|---|---|
| YTD Return | 33.77% | 35.14% |
| 1Y Return | 44.42% | 43.93% |
| Sharpe Ratio | 2.53 | 2.60 |
| Sortino Ratio | 3.29 | 3.32 |
| Omega Ratio | 1.46 | 1.48 |
| Calmar Ratio | 3.36 | 2.91 |
| Martin Ratio | 13.04 | 13.72 |
| Ulcer Index | 3.41% | 3.21% |
| Daily Std Dev | 17.56% | 16.95% |
| Max Drawdown | -17.88% | -32.73% |
| Current Drawdown | 0.00% | -0.09% |
Correlation
The correlation between JGRO and VOOG is 0.97, 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.
Performance
JGRO vs. VOOG - Performance Comparison
The year-to-date returns for both investments are quite close, with JGRO having a 33.77% return and VOOG slightly higher at 35.14%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JGRO vs. VOOG - Expense Ratio Comparison
JGRO has a 0.44% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
JGRO vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Active Growth ETF (JGRO) 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.
Dividends
JGRO vs. VOOG - Dividend Comparison
JGRO's dividend yield for the trailing twelve months is around 0.13%, less than VOOG's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGRO JPMorgan Active Growth ETF | 0.13% | 0.17% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOOG Vanguard S&P 500 Growth ETF | 0.59% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
JGRO vs. VOOG - Drawdown Comparison
The maximum JGRO drawdown since its inception was -17.88%, smaller than the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for JGRO and VOOG. For additional features, visit the drawdowns tool.
Volatility
JGRO vs. VOOG - Volatility Comparison
JPMorgan Active Growth ETF (JGRO) and Vanguard S&P 500 Growth ETF (VOOG) have volatilities of 4.97% and 5.22%, 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.