JPGSX vs. FNGS

In the year-to-date period, JPGSX achieves a -6.24% return, which is significantly lower than FNGS's -4.29% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

JPGSX has a 0.59% expense ratio, which is higher than FNGS's 0.58% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. GARP Equity Fund (JPGSX) and MicroSectors FANG+ ETN (FNGS). 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 JPGSX Sharpe Ratio is 0.16, which is lower than the FNGS Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of JPGSX and FNGS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JPGSX's dividend yield for the trailing twelve months is around 0.16%, while FNGS has not paid dividends to shareholders.

The maximum JPGSX drawdown since its inception was -53.17%, which is greater than FNGS's maximum drawdown of -48.98%. Use the drawdown chart below to compare losses from any high point for JPGSX and FNGS. For additional features, visit the drawdowns tool.

The current volatility for JPMorgan U.S. GARP Equity Fund (JPGSX) is 8.45%, while MicroSectors FANG+ ETN (FNGS) has a volatility of 10.27%. This indicates that JPGSX experiences smaller price fluctuations and is considered to be less risky than FNGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.