JPGSX vs. FNGS
Compare and contrast key facts about JPMorgan U.S. GARP Equity Fund (JPGSX) and MicroSectors FANG+ ETN (FNGS).
JPGSX is managed by JPMorgan Chase. It was launched on Feb 28, 2003. FNGS is a passively managed fund by BMO Financial Group that tracks the performance of the NYSE FANG+ Index. It was launched on Nov 12, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPGSX or FNGS.
Correlation
The correlation between JPGSX and FNGS is 0.86, 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
JPGSX vs. FNGS - Performance Comparison
Key characteristics
JPGSX:
1.69
FNGS:
2.27
JPGSX:
2.19
FNGS:
2.81
JPGSX:
1.32
FNGS:
1.37
JPGSX:
1.59
FNGS:
3.29
JPGSX:
8.57
FNGS:
10.62
JPGSX:
3.52%
FNGS:
5.52%
JPGSX:
17.83%
FNGS:
25.86%
JPGSX:
-53.17%
FNGS:
-48.98%
JPGSX:
-8.18%
FNGS:
-4.37%
Returns By Period
The year-to-date returns for both investments are quite close, with JPGSX having a 0.99% return and FNGS slightly higher at 1.03%.
JPGSX
0.99%
-7.90%
0.65%
27.69%
9.20%
8.57%
FNGS
1.03%
1.65%
9.92%
54.95%
31.92%
N/A
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JPGSX vs. FNGS - Expense Ratio Comparison
JPGSX has a 0.59% expense ratio, which is higher than FNGS's 0.58% expense ratio.
Risk-Adjusted Performance
JPGSX vs. FNGS — Risk-Adjusted Performance Rank
JPGSX
FNGS
JPGSX vs. FNGS - Risk-Adjusted Performance Comparison
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.
Dividends
JPGSX vs. FNGS - Dividend Comparison
Neither JPGSX nor FNGS has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPGSX JPMorgan U.S. GARP Equity Fund | 0.00% | 0.00% | 0.31% | 0.30% | 0.17% | 1.01% | 0.82% | 0.93% | 0.63% | 0.90% | 0.05% | 0.53% |
FNGS MicroSectors FANG+ ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JPGSX vs. FNGS - Drawdown Comparison
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.
Volatility
JPGSX vs. FNGS - Volatility Comparison
The current volatility for JPMorgan U.S. GARP Equity Fund (JPGSX) is 7.99%, while MicroSectors FANG+ ETN (FNGS) has a volatility of 8.82%. 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.