PGSGX vs. VOO
Compare and contrast key facts about JPMorgan Small Cap Growth Fund (PGSGX) and Vanguard S&P 500 ETF (VOO).
PGSGX is managed by JPMorgan Chase. It was launched on Jul 1, 1991. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGSGX or VOO.
Correlation
The correlation between PGSGX and VOO is 0.82, 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. VOO - Performance Comparison
Key characteristics
PGSGX:
0.49
VOO:
1.89
PGSGX:
0.79
VOO:
2.54
PGSGX:
1.09
VOO:
1.35
PGSGX:
0.22
VOO:
2.83
PGSGX:
1.88
VOO:
11.83
PGSGX:
5.10%
VOO:
2.02%
PGSGX:
19.73%
VOO:
12.66%
PGSGX:
-68.36%
VOO:
-33.99%
PGSGX:
-34.86%
VOO:
-0.42%
Returns By Period
The year-to-date returns for both investments are quite close, with PGSGX having a 4.06% return and VOO slightly higher at 4.17%. Over the past 10 years, PGSGX has underperformed VOO with an annualized return of 3.15%, while VOO has yielded a comparatively higher 13.26% annualized return.
PGSGX
4.06%
-2.43%
7.65%
12.95%
-0.28%
3.15%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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PGSGX vs. VOO - Expense Ratio Comparison
PGSGX has a 1.24% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PGSGX vs. VOO — Risk-Adjusted Performance Rank
PGSGX
VOO
PGSGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Small Cap Growth Fund (PGSGX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
PGSGX's dividend yield for the trailing twelve months is around 0.56%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGSGX JPMorgan Small Cap Growth Fund | 0.56% | 0.59% | 0.00% | 0.00% | 0.00% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PGSGX vs. VOO - Drawdown Comparison
The maximum PGSGX drawdown since its inception was -68.36%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PGSGX and VOO. For additional features, visit the drawdowns tool.
Volatility
PGSGX vs. VOO - Volatility Comparison
JPMorgan Small Cap Growth Fund (PGSGX) has a higher volatility of 4.99% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that PGSGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.