JLGQX vs. VUG

In the year-to-date period, JLGQX achieves a 0.19% return, which is significantly lower than VUG's 0.79% return.

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JLGQX has a 0.69% expense ratio, which is higher than VUG's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth R4 (JLGQX) and Vanguard Growth ETF (VUG). 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 JLGQX Sharpe Ratio is 0.63, which is comparable to the VUG Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of JLGQX and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JLGQX's dividend yield for the trailing twelve months is around 1.00%, more than VUG's 0.47% yield.

The maximum JLGQX drawdown since its inception was -31.84%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for JLGQX and VUG.

The current volatility for JPMorgan Large Cap Growth R4 (JLGQX) is 4.77%, while Vanguard Growth ETF (VUG) has a volatility of 5.79%. This indicates that JLGQX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.