JKK vs. VTWG
Compare and contrast key facts about iShares Morningstar Small-Cap Growth ETF (JKK) and Vanguard Russell 2000 Growth ETF (VTWG).
JKK and VTWG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JKK is a passively managed fund by iShares that tracks the performance of the Morningstar Small Growth Index. It was launched on Jul 7, 2004. VTWG is a passively managed fund by Vanguard that tracks the performance of the Russell 2000 Growth Index. It was launched on Sep 20, 2010. Both JKK and VTWG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JKK or VTWG.
Correlation
The correlation between JKK and VTWG 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
JKK vs. VTWG - Performance Comparison
Key characteristics
JKK:
0.87
VTWG:
0.66
JKK:
1.33
VTWG:
1.06
JKK:
1.16
VTWG:
1.12
JKK:
0.18
VTWG:
0.53
JKK:
3.91
VTWG:
2.94
JKK:
4.00%
VTWG:
4.63%
JKK:
17.86%
VTWG:
20.51%
JKK:
-90.33%
VTWG:
-42.07%
JKK:
-85.23%
VTWG:
-9.38%
Returns By Period
In the year-to-date period, JKK achieves a 4.19% return, which is significantly higher than VTWG's 3.00% return. Over the past 10 years, JKK has underperformed VTWG with an annualized return of -9.40%, while VTWG has yielded a comparatively higher 8.00% annualized return.
JKK
4.19%
1.04%
8.37%
15.98%
-25.48%
-9.40%
VTWG
3.00%
0.56%
7.68%
17.21%
6.75%
8.00%
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JKK vs. VTWG - Expense Ratio Comparison
JKK has a 0.30% expense ratio, which is higher than VTWG's 0.15% expense ratio.
Risk-Adjusted Performance
JKK vs. VTWG — Risk-Adjusted Performance Rank
JKK
VTWG
JKK vs. VTWG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Small-Cap Growth ETF (JKK) and Vanguard Russell 2000 Growth ETF (VTWG). 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
JKK vs. VTWG - Dividend Comparison
JKK's dividend yield for the trailing twelve months is around 0.80%, more than VTWG's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JKK iShares Morningstar Small-Cap Growth ETF | 0.80% | 0.84% | 0.40% | 0.45% | 0.21% | 0.10% | 0.00% | 0.04% | 0.15% | 0.23% | 0.13% | 0.36% |
VTWG Vanguard Russell 2000 Growth ETF | 0.54% | 0.55% | 0.79% | 0.71% | 0.54% | 0.48% | 0.72% | 0.72% | 0.64% | 0.96% | 0.72% | 0.62% |
Drawdowns
JKK vs. VTWG - Drawdown Comparison
The maximum JKK drawdown since its inception was -90.33%, which is greater than VTWG's maximum drawdown of -42.07%. Use the drawdown chart below to compare losses from any high point for JKK and VTWG. For additional features, visit the drawdowns tool.
Volatility
JKK vs. VTWG - Volatility Comparison
The current volatility for iShares Morningstar Small-Cap Growth ETF (JKK) is 4.18%, while Vanguard Russell 2000 Growth ETF (VTWG) has a volatility of 4.95%. This indicates that JKK experiences smaller price fluctuations and is considered to be less risky than VTWG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.