JGVVX vs. SPY
Compare and contrast key facts about JPMorgan Growth Advantage Fund (JGVVX) and SPDR S&P 500 ETF (SPY).
JGVVX is managed by JPMorgan. It was launched on Dec 23, 2013. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JGVVX or SPY.
Correlation
The correlation between JGVVX and SPY is 1.00, 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. SPY - Performance Comparison
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Key characteristics
JGVVX:
10.72%
SPY:
20.02%
JGVVX:
-0.85%
SPY:
-55.19%
JGVVX:
-0.30%
SPY:
-7.65%
Returns By Period
JGVVX
N/A
N/A
N/A
N/A
N/A
N/A
SPY
-3.42%
5.69%
-5.06%
9.73%
16.26%
12.24%
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JGVVX vs. SPY - Expense Ratio Comparison
JGVVX has a 0.55% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
JGVVX vs. SPY — Risk-Adjusted Performance Rank
JGVVX
SPY
JGVVX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGVVX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
JGVVX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.27%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGVVX JPMorgan Growth Advantage Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
JGVVX vs. SPY - Drawdown Comparison
The maximum JGVVX drawdown since its inception was -0.85%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for JGVVX and SPY. For additional features, visit the drawdowns tool.
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Volatility
JGVVX vs. SPY - Volatility Comparison
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