PCGG vs. JGLO
Compare and contrast key facts about Polen Capital Global Growth ETF (PCGG) and Jpmorgan Global Select Equity ETF (JGLO).
PCGG and JGLO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PCGG is an actively managed fund by Polen. It was launched on Aug 29, 2023. JGLO is an actively managed fund by JPMorgan. It was launched on Sep 13, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCGG or JGLO.
Key characteristics
| PCGG | JGLO | |
|---|---|---|
| YTD Return | 8.40% | 16.61% |
| 1Y Return | 14.98% | 27.79% |
| Sharpe Ratio | 1.06 | 2.26 |
| Daily Std Dev | 13.83% | 12.20% |
| Max Drawdown | -10.68% | -7.96% |
| Current Drawdown | -0.79% | -1.53% |
Correlation
The correlation between PCGG and JGLO is 0.81, 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
PCGG vs. JGLO - Performance Comparison
In the year-to-date period, PCGG achieves a 8.40% return, which is significantly lower than JGLO's 16.61% return. 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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PCGG vs. JGLO - Expense Ratio Comparison
PCGG has a 0.85% expense ratio, which is higher than JGLO's 0.47% expense ratio.
Risk-Adjusted Performance
PCGG vs. JGLO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Capital Global Growth ETF (PCGG) and Jpmorgan Global Select Equity ETF (JGLO). 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
PCGG vs. JGLO - Dividend Comparison
PCGG has not paid dividends to shareholders, while JGLO's dividend yield for the trailing twelve months is around 0.28%.
| TTM | 2023 | |
|---|---|---|
PCGG Polen Capital Global Growth ETF | 0.00% | 0.00% |
JGLO Jpmorgan Global Select Equity ETF | 0.28% | 0.32% |
Drawdowns
PCGG vs. JGLO - Drawdown Comparison
The maximum PCGG drawdown since its inception was -10.68%, which is greater than JGLO's maximum drawdown of -7.96%. Use the drawdown chart below to compare losses from any high point for PCGG and JGLO. For additional features, visit the drawdowns tool.
Volatility
PCGG vs. JGLO - Volatility Comparison
The current volatility for Polen Capital Global Growth ETF (PCGG) is 3.35%, while Jpmorgan Global Select Equity ETF (JGLO) has a volatility of 3.74%. This indicates that PCGG experiences smaller price fluctuations and is considered to be less risky than JGLO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.