JPGSX vs. SPGP
Compare and contrast key facts about JPMorgan U.S. GARP Equity Fund (JPGSX) and Invesco S&P 500 GARP ETF (SPGP).
JPGSX is managed by JPMorgan Chase. It was launched on Feb 28, 2003. SPGP is a passively managed fund by Invesco that tracks the performance of the S&P 500 GARP Index. It was launched on Jun 16, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPGSX or SPGP.
Correlation
The correlation between JPGSX and SPGP is 0.80, 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. SPGP - Performance Comparison
Key characteristics
JPGSX:
1.15
SPGP:
0.84
JPGSX:
1.56
SPGP:
1.24
JPGSX:
1.22
SPGP:
1.15
JPGSX:
1.61
SPGP:
1.30
JPGSX:
4.91
SPGP:
3.52
JPGSX:
4.23%
SPGP:
3.53%
JPGSX:
18.02%
SPGP:
14.74%
JPGSX:
-53.17%
SPGP:
-42.08%
JPGSX:
-5.97%
SPGP:
-3.81%
Returns By Period
In the year-to-date period, JPGSX achieves a 3.26% return, which is significantly higher than SPGP's 2.80% return. Over the past 10 years, JPGSX has underperformed SPGP with an annualized return of 8.43%, while SPGP has yielded a comparatively higher 13.62% annualized return.
JPGSX
3.26%
1.59%
5.01%
19.74%
8.66%
8.43%
SPGP
2.80%
-2.18%
5.43%
10.24%
12.22%
13.62%
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JPGSX vs. SPGP - Expense Ratio Comparison
JPGSX has a 0.59% expense ratio, which is higher than SPGP's 0.36% expense ratio.
Risk-Adjusted Performance
JPGSX vs. SPGP — Risk-Adjusted Performance Rank
JPGSX
SPGP
JPGSX vs. SPGP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. GARP Equity Fund (JPGSX) and Invesco S&P 500 GARP ETF (SPGP). 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. SPGP - Dividend Comparison
JPGSX's dividend yield for the trailing twelve months is around 0.15%, less than SPGP's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPGSX JPMorgan U.S. GARP Equity Fund | 0.15% | 0.15% | 0.31% | 0.30% | 0.17% | 1.01% | 0.82% | 0.93% | 0.63% | 0.90% | 0.05% | 0.53% |
SPGP Invesco S&P 500 GARP ETF | 1.34% | 1.38% | 1.24% | 1.22% | 0.69% | 1.10% | 0.86% | 0.95% | 0.68% | 0.89% | 1.12% | 1.52% |
Drawdowns
JPGSX vs. SPGP - Drawdown Comparison
The maximum JPGSX drawdown since its inception was -53.17%, which is greater than SPGP's maximum drawdown of -42.08%. Use the drawdown chart below to compare losses from any high point for JPGSX and SPGP. For additional features, visit the drawdowns tool.
Volatility
JPGSX vs. SPGP - Volatility Comparison
JPMorgan U.S. GARP Equity Fund (JPGSX) has a higher volatility of 5.01% compared to Invesco S&P 500 GARP ETF (SPGP) at 3.46%. This indicates that JPGSX's price experiences larger fluctuations and is considered to be riskier than SPGP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.