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JTEK vs. SEEGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

JTEK vs. SEEGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan U.S. Tech Leaders ETF (JTEK) and JPMorgan Large Cap Growth Fund (SEEGX). The values are adjusted to include any dividend payments, if applicable.

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JTEK vs. SEEGX - Yearly Performance Comparison


2026 (YTD)202520242023
JTEK
JPMorgan U.S. Tech Leaders ETF
-10.32%19.03%28.69%18.14%
SEEGX
JPMorgan Large Cap Growth Fund
-8.55%14.08%35.14%13.50%

Returns By Period

In the year-to-date period, JTEK achieves a -10.32% return, which is significantly lower than SEEGX's -8.55% return.


JTEK

1D
1.56%
1M
-4.86%
YTD
-10.32%
6M
-12.47%
1Y
18.93%
3Y*
5Y*
10Y*

SEEGX

1D
3.47%
1M
-4.89%
YTD
-8.55%
6M
-10.48%
1Y
12.37%
3Y*
20.26%
5Y*
10.43%
10Y*
17.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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JTEK vs. SEEGX - Expense Ratio Comparison

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


Return for Risk

JTEK vs. SEEGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JTEK
JTEK Risk / Return Rank: 3434
Overall Rank
JTEK Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
JTEK Sortino Ratio Rank: 3636
Sortino Ratio Rank
JTEK Omega Ratio Rank: 3434
Omega Ratio Rank
JTEK Calmar Ratio Rank: 3535
Calmar Ratio Rank
JTEK Martin Ratio Rank: 3131
Martin Ratio Rank

SEEGX
SEEGX Risk / Return Rank: 2424
Overall Rank
SEEGX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
SEEGX Sortino Ratio Rank: 2525
Sortino Ratio Rank
SEEGX Omega Ratio Rank: 2424
Omega Ratio Rank
SEEGX Calmar Ratio Rank: 2626
Calmar Ratio Rank
SEEGX Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JTEK vs. SEEGX - Risk-Adjusted Trends Comparison

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.


JTEKSEEGXDifference

Sharpe ratio

Return per unit of total volatility

0.65

0.62

+0.03

Sortino ratio

Return per unit of downside risk

1.09

1.03

+0.06

Omega ratio

Gain probability vs. loss probability

1.15

1.14

0.00

Calmar ratio

Return relative to maximum drawdown

0.92

0.79

+0.13

Martin ratio

Return relative to average drawdown

2.77

2.40

+0.36

JTEK vs. SEEGX - Sharpe Ratio Comparison

The current JTEK Sharpe Ratio is 0.65, which is comparable to the SEEGX Sharpe Ratio of 0.62. 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.


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Sharpe Ratios by Period


JTEKSEEGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.65

0.62

+0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.83

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

0.55

+0.24

Correlation

The correlation between JTEK and SEEGX is 0.92, 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.


Dividends

JTEK vs. SEEGX - Dividend Comparison

JTEK has not paid dividends to shareholders, while SEEGX's dividend yield for the trailing twelve months is around 12.51%.


TTM20252024202320222021202020192018201720162015
JTEK
JPMorgan U.S. Tech Leaders ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SEEGX
JPMorgan Large Cap Growth Fund
12.51%11.44%2.00%0.12%3.42%14.92%5.27%12.85%15.97%14.79%9.88%4.49%

Drawdowns

JTEK vs. SEEGX - Drawdown Comparison

The maximum JTEK drawdown since its inception was -30.61%, smaller than the maximum SEEGX drawdown of -62.09%. Use the drawdown chart below to compare losses from any high point for JTEK and SEEGX.


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Drawdown Indicators


JTEKSEEGXDifference

Max Drawdown

Largest peak-to-trough decline

-30.61%

-62.09%

+31.48%

Max Drawdown (1Y)

Largest decline over 1 year

-22.02%

-16.82%

-5.20%

Max Drawdown (5Y)

Largest decline over 5 years

-31.23%

Max Drawdown (10Y)

Largest decline over 10 years

-31.85%

Current Drawdown

Current decline from peak

-16.91%

-13.93%

-2.98%

Average Drawdown

Average peak-to-trough decline

-5.66%

-16.97%

+11.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.31%

5.55%

+1.76%

Volatility

JTEK vs. SEEGX - Volatility Comparison

JPMorgan U.S. Tech Leaders ETF (JTEK) has a higher volatility of 9.74% compared to JPMorgan Large Cap Growth Fund (SEEGX) at 6.47%. 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.


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Volatility by Period


JTEKSEEGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.74%

6.47%

+3.27%

Volatility (6M)

Calculated over the trailing 6-month period

19.53%

12.54%

+6.99%

Volatility (1Y)

Calculated over the trailing 1-year period

29.17%

21.14%

+8.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.48%

20.26%

+7.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.48%

21.57%

+5.91%