JGVVX vs. SCHG
Compare and contrast key facts about JPMorgan Growth Advantage Fund (JGVVX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
JGVVX is managed by JPMorgan. It was launched on Dec 23, 2013. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JGVVX or SCHG.
Correlation
The correlation between JGVVX and SCHG is 0.92, 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
JGVVX vs. SCHG - Performance Comparison
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Key characteristics
JGVVX:
0.38
SCHG:
0.50
JGVVX:
0.70
SCHG:
0.86
JGVVX:
1.10
SCHG:
1.12
JGVVX:
0.40
SCHG:
0.53
JGVVX:
1.34
SCHG:
1.78
JGVVX:
7.36%
SCHG:
7.00%
JGVVX:
25.35%
SCHG:
24.88%
JGVVX:
-34.92%
SCHG:
-34.59%
JGVVX:
-11.01%
SCHG:
-10.70%
Returns By Period
In the year-to-date period, JGVVX achieves a -5.95% return, which is significantly higher than SCHG's -6.76% return. Both investments have delivered pretty close results over the past 10 years, with JGVVX having a 15.79% annualized return and SCHG not far behind at 15.33%.
JGVVX
-5.95%
10.04%
-6.77%
9.40%
16.69%
15.79%
SCHG
-6.76%
8.57%
-6.25%
12.24%
17.79%
15.33%
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JGVVX vs. SCHG - Expense Ratio Comparison
JGVVX has a 0.55% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
JGVVX vs. SCHG — Risk-Adjusted Performance Rank
JGVVX
SCHG
JGVVX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGVVX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.
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Dividends
JGVVX vs. SCHG - Dividend Comparison
JGVVX's dividend yield for the trailing twelve months is around 5.96%, more than SCHG's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGVVX JPMorgan Growth Advantage Fund | 5.96% | 5.61% | 0.58% | 0.38% | 14.11% | 9.86% | 9.28% | 9.37% | 4.04% | 0.00% | 3.42% | 3.83% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.44% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
JGVVX vs. SCHG - Drawdown Comparison
The maximum JGVVX drawdown since its inception was -34.92%, roughly equal to the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for JGVVX and SCHG. For additional features, visit the drawdowns tool.
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Volatility
JGVVX vs. SCHG - Volatility Comparison
JPMorgan Growth Advantage Fund (JGVVX) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 8.31% and 8.21%, 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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