JTEK vs. SEEGX

In the year-to-date period, JTEK achieves a -9.33% return, which is significantly lower than SEEGX's -8.20% return.

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JTEK has a 0.65% expense ratio, which is lower than SEEGX's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Tech Leaders ETF (JTEK) and JPMorgan Large Cap Growth Fund (SEEGX). 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 JTEK Sharpe Ratio is 0.40, which is comparable to the SEEGX Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of JTEK and SEEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither JTEK nor SEEGX has paid dividends to shareholders.

The maximum JTEK drawdown since its inception was -30.61%, smaller than the maximum SEEGX drawdown of -64.32%. Use the drawdown chart below to compare losses from any high point for JTEK and SEEGX. For additional features, visit the drawdowns tool.

JPMorgan U.S. Tech Leaders ETF (JTEK) has a higher volatility of 18.83% compared to JPMorgan Large Cap Growth Fund (SEEGX) at 15.09%. This indicates that JTEK's price experiences larger fluctuations and is considered to be riskier than SEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.