JKE vs. MLAAX

The year-to-date returns for both stocks are quite close, with JKE having a 31.44% return and MLAAX slightly lower at 29.92%. Over the past 10 years, JKE has underperformed MLAAX with an annualized return of -2.01%, while MLAAX has yielded a comparatively higher 0.45% annualized return.

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JKE has a 0.25% expense ratio, which is lower than MLAAX's 0.93% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Large-Cap Growth ETF (JKE) and MainStay Winslow Large Cap Growth Fund (MLAAX). 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 JKE Sharpe Ratio is 2.20, which is higher than the MLAAX Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of JKE and MLAAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JKE's dividend yield for the trailing twelve months is around 0.52%, while MLAAX has not paid dividends to shareholders.

The maximum JKE drawdown since its inception was -84.91%, which is greater than MLAAX's maximum drawdown of -55.55%. Use the drawdown chart below to compare losses from any high point for JKE and MLAAX. For additional features, visit the drawdowns tool.

iShares Morningstar Large-Cap Growth ETF (JKE) and MainStay Winslow Large Cap Growth Fund (MLAAX) have volatilities of 5.46% and 5.57%, 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.