Correlation
The correlation between JLGQX and SCHX is 0.90, 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.
JLGQX vs. SCHX
Compare and contrast key facts about JPMorgan Large Cap Growth R4 (JLGQX) and Schwab U.S. Large-Cap ETF (SCHX).
JLGQX is managed by JPMorgan. It was launched on Sep 12, 2016. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JLGQX or SCHX.
Performance
JLGQX vs. SCHX - Performance Comparison
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Key characteristics
JLGQX:
0.63
SCHX:
0.81
JLGQX:
0.87
SCHX:
1.13
JLGQX:
1.12
SCHX:
1.16
JLGQX:
0.58
SCHX:
0.75
JLGQX:
1.86
SCHX:
2.83
JLGQX:
6.66%
SCHX:
5.06%
JLGQX:
23.91%
SCHX:
19.83%
JLGQX:
-31.84%
SCHX:
-34.33%
JLGQX:
-4.80%
SCHX:
-3.75%
Returns By Period
In the year-to-date period, JLGQX achieves a 0.19% return, which is significantly lower than SCHX's 0.81% return.
JLGQX
0.19%
6.26%
-0.22%
15.06%
19.25%
16.91%
N/A
SCHX
0.81%
5.62%
-1.86%
15.05%
15.70%
16.65%
14.11%
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JLGQX vs. SCHX - Expense Ratio Comparison
JLGQX has a 0.69% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
JLGQX vs. SCHX — Risk-Adjusted Performance Rank
JLGQX
SCHX
JLGQX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth R4 (JLGQX) and Schwab U.S. Large-Cap ETF (SCHX). 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
JLGQX vs. SCHX - Dividend Comparison
JLGQX's dividend yield for the trailing twelve months is around 1.00%, less than SCHX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLGQX JPMorgan Large Cap Growth R4 | 1.00% | 1.00% | 0.15% | 3.43% | 14.95% | 5.31% | 12.98% | 15.98% | 14.79% | 9.88% | 0.00% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 1.22% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 1.93% | 2.04% | 1.76% |
Drawdowns
JLGQX vs. SCHX - Drawdown Comparison
The maximum JLGQX drawdown since its inception was -31.84%, smaller than the maximum SCHX drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for JLGQX and SCHX.
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Volatility
JLGQX vs. SCHX - Volatility Comparison
JPMorgan Large Cap Growth R4 (JLGQX) and Schwab U.S. Large-Cap ETF (SCHX) have volatilities of 4.77% and 4.87%, 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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