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:
-0.13
SPGP:
-0.34
JPGSX:
-0.02
SPGP:
-0.35
JPGSX:
1.00
SPGP:
0.95
JPGSX:
-0.12
SPGP:
-0.32
JPGSX:
-0.40
SPGP:
-1.26
JPGSX:
7.96%
SPGP:
5.86%
JPGSX:
24.51%
SPGP:
21.52%
JPGSX:
-53.17%
SPGP:
-42.08%
JPGSX:
-22.72%
SPGP:
-16.99%
Returns By Period
In the year-to-date period, JPGSX achieves a -15.13% return, which is significantly lower than SPGP's -11.29% return. Over the past 10 years, JPGSX has underperformed SPGP with an annualized return of 6.24%, while SPGP has yielded a comparatively higher 11.86% annualized return.
JPGSX
-15.13%
-8.45%
-17.67%
0.04%
8.16%
6.24%
SPGP
-11.29%
-7.11%
-12.96%
-6.07%
16.11%
11.86%
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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 0.18%, less than SPGP's 1.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPGSX JPMorgan U.S. GARP Equity Fund | 0.18% | 0.15% | 0.31% | 0.30% | 0.17% | 1.01% | 0.82% | 0.93% | 0.63% | 0.90% | 0.05% | 0.52% |
SPGP Invesco S&P 500 GARP ETF | 1.65% | 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) and Invesco S&P 500 GARP ETF (SPGP) have volatilities of 15.84% and 15.48%, 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.