PGSGX vs. IWM
Compare and contrast key facts about JPMorgan Small Cap Growth Fund (PGSGX) and iShares Russell 2000 ETF (IWM).
PGSGX is managed by JPMorgan Chase. It was launched on Jul 1, 1991. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGSGX or IWM.
Correlation
The correlation between PGSGX and IWM is 0.84, 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
PGSGX vs. IWM - Performance Comparison
Key characteristics
PGSGX:
-0.15
IWM:
-0.02
PGSGX:
-0.03
IWM:
0.15
PGSGX:
1.00
IWM:
1.02
PGSGX:
-0.08
IWM:
-0.02
PGSGX:
-0.42
IWM:
-0.05
PGSGX:
9.36%
IWM:
9.20%
PGSGX:
26.10%
IWM:
24.01%
PGSGX:
-68.36%
IWM:
-59.05%
PGSGX:
-44.99%
IWM:
-18.40%
Returns By Period
In the year-to-date period, PGSGX achieves a -12.13% return, which is significantly lower than IWM's -10.75% return. Over the past 10 years, PGSGX has underperformed IWM with an annualized return of 1.27%, while IWM has yielded a comparatively higher 6.25% annualized return.
PGSGX
-12.13%
10.34%
-13.03%
-6.66%
-0.79%
1.27%
IWM
-10.75%
8.60%
-11.79%
-2.68%
10.50%
6.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PGSGX vs. IWM - Expense Ratio Comparison
PGSGX has a 1.24% expense ratio, which is higher than IWM's 0.19% expense ratio.
Risk-Adjusted Performance
PGSGX vs. IWM — Risk-Adjusted Performance Rank
PGSGX
IWM
PGSGX vs. IWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Small Cap Growth Fund (PGSGX) and iShares Russell 2000 ETF (IWM). 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
PGSGX vs. IWM - Dividend Comparison
PGSGX's dividend yield for the trailing twelve months is around 0.67%, less than IWM's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGSGX JPMorgan Small Cap Growth Fund | 0.67% | 0.59% | 0.00% | 0.48% | 15.83% | 7.15% | 6.21% | 14.97% | 8.27% | 3.72% | 0.00% | 8.45% |
IWM iShares Russell 2000 ETF | 1.25% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% |
Drawdowns
PGSGX vs. IWM - Drawdown Comparison
The maximum PGSGX drawdown since its inception was -68.36%, which is greater than IWM's maximum drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for PGSGX and IWM. For additional features, visit the drawdowns tool.
Volatility
PGSGX vs. IWM - Volatility Comparison
JPMorgan Small Cap Growth Fund (PGSGX) has a higher volatility of 13.39% compared to iShares Russell 2000 ETF (IWM) at 11.20%. This indicates that PGSGX's price experiences larger fluctuations and is considered to be riskier than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.