JUSA vs. ESGV
Compare and contrast key facts about JPMorgan ActiveBuilders U.S. Large Cap Equity ETF (JUSA) and Vanguard ESG U.S. Stock ETF (ESGV).
JUSA and ESGV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JUSA is a passively managed fund by JPMorgan Chase that tracks the performance of the S&P 500. It was launched on Jul 7, 2021. ESGV is a passively managed fund by Vanguard that tracks the performance of the FTSE US All Cap Choice Index. It was launched on Sep 18, 2018. Both JUSA and ESGV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JUSA or ESGV.
Key characteristics
| JUSA | ESGV |
|---|
Correlation
The correlation between JUSA and ESGV is 0.88, 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
JUSA vs. ESGV - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JUSA vs. ESGV - Expense Ratio Comparison
JUSA has a 0.17% expense ratio, which is higher than ESGV's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
JUSA vs. ESGV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan ActiveBuilders U.S. Large Cap Equity ETF (JUSA) and Vanguard ESG U.S. Stock ETF (ESGV). 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
JUSA vs. ESGV - Dividend Comparison
JUSA has not paid dividends to shareholders, while ESGV's dividend yield for the trailing twelve months is around 1.10%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF | 0.00% | 0.00% | 1.57% | 0.53% | 0.00% | 0.00% | 0.00% |
ESGV Vanguard ESG U.S. Stock ETF | 1.10% | 1.16% | 1.42% | 0.95% | 1.11% | 1.27% | 0.28% |
Drawdowns
JUSA vs. ESGV - Drawdown Comparison
Volatility
JUSA vs. ESGV - Volatility Comparison
The current volatility for JPMorgan ActiveBuilders U.S. Large Cap Equity ETF (JUSA) is 0.00%, while Vanguard ESG U.S. Stock ETF (ESGV) has a volatility of 3.96%. This indicates that JUSA experiences smaller price fluctuations and is considered to be less risky than ESGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.