JGVVX vs. VGT
Compare and contrast key facts about JPMorgan Growth Advantage Fund (JGVVX) and Vanguard Information Technology ETF (VGT).
JGVVX is managed by JPMorgan. It was launched on Dec 23, 2013. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JGVVX or VGT.
Correlation
The correlation between JGVVX and VGT is 0.94, 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. VGT - Performance Comparison
Key characteristics
JGVVX:
1.10
VGT:
1.20
JGVVX:
1.49
VGT:
1.64
JGVVX:
1.21
VGT:
1.22
JGVVX:
1.61
VGT:
1.76
JGVVX:
4.94
VGT:
6.09
JGVVX:
4.26%
VGT:
4.39%
JGVVX:
19.19%
VGT:
22.35%
JGVVX:
-42.95%
VGT:
-54.63%
JGVVX:
-4.54%
VGT:
-1.13%
Returns By Period
In the year-to-date period, JGVVX achieves a 4.72% return, which is significantly higher than VGT's 2.91% return. Over the past 10 years, JGVVX has underperformed VGT with an annualized return of 13.91%, while VGT has yielded a comparatively higher 20.62% annualized return.
JGVVX
4.72%
2.08%
7.17%
19.50%
11.36%
13.91%
VGT
2.91%
1.98%
10.50%
26.53%
19.60%
20.62%
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JGVVX vs. VGT - Expense Ratio Comparison
JGVVX has a 0.55% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
JGVVX vs. VGT — Risk-Adjusted Performance Rank
JGVVX
VGT
JGVVX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGVVX) and Vanguard Information Technology ETF (VGT). 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
JGVVX vs. VGT - Dividend Comparison
JGVVX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.58%.
| 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% | 0.32% | 9.28% | 9.37% | 4.04% | 0.00% | 3.42% | 3.83% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
JGVVX vs. VGT - Drawdown Comparison
The maximum JGVVX drawdown since its inception was -42.95%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for JGVVX and VGT. For additional features, visit the drawdowns tool.
Volatility
JGVVX vs. VGT - Volatility Comparison
The current volatility for JPMorgan Growth Advantage Fund (JGVVX) is 5.33%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.83%. This indicates that JGVVX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.