SEEGX vs. CGGO
SEEGX (JPMorgan Large Cap Growth Fund) and CGGO (Capital Group Global Growth Equity ETF) are both funds - SEEGX is a Large Cap Growth Equities fund actively managed by JPMorgan, while CGGO is a Global Equities fund actively managed by Capital Group. Both are actively managed. Over the past 3 years, SEEGX returned 21.32%/yr vs 20.40%/yr for CGGO. Their correlation of 0.90 suggests significant overlap in exposure. SEEGX charges 0.69%/yr vs 0.47%/yr for CGGO.
Performance
SEEGX vs. CGGO - Performance Comparison
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Returns By Period
In the year-to-date period, SEEGX achieves a 3.07% return, which is significantly lower than CGGO's 17.09% return.
SEEGX
- 1D
- 2.59%
- 1M
- -2.45%
- YTD
- 3.07%
- 6M
- 2.90%
- 1Y
- 14.65%
- 3Y*
- 21.32%
- 5Y*
- 12.20%
- 10Y*
- 19.51%
CGGO
- 1D
- 0.32%
- 1M
- 2.17%
- YTD
- 17.09%
- 6M
- 18.32%
- 1Y
- 31.71%
- 3Y*
- 20.40%
- 5Y*
- —
- 10Y*
- —
SEEGX vs. CGGO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SEEGX JPMorgan Large Cap Growth Fund | 3.07% | 14.08% | 35.14% | 34.62% | -10.58% |
CGGO Capital Group Global Growth Equity ETF | 17.09% | 21.08% | 14.80% | 23.43% | -10.40% |
Correlation
The correlation between SEEGX and CGGO is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.90 |
The correlation between SEEGX and CGGO has been stable across timeframes, ranging from 0.86 to 0.90 - a consistent structural relationship.
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Return for Risk
SEEGX vs. CGGO — Risk / Return Rank
SEEGX
CGGO
SEEGX vs. CGGO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund (SEEGX) and Capital Group Global Growth Equity ETF (CGGO). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SEEGX | CGGO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.85 | ||
| Sortino ratioReturn per unit of downside risk | -1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.32 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.88 | 2.42 | -1.54 |
| Martin ratioReturn relative to average drawdown | 2.50 | 10.69 | -8.19 |
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Drawdowns
SEEGX vs. CGGO - Drawdown Comparison
The maximum SEEGX drawdown since its inception was -62.09%, which is greater than CGGO's maximum drawdown of -24.90%. Use the drawdown chart below to compare losses from any high point for SEEGX and CGGO.
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Drawdown Indicators
| SEEGX | CGGO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.09% | -24.90% | -37.19% |
Max Drawdown (1Y)Largest decline over 1 year | -16.82% | -13.15% | -3.67% |
Max Drawdown (3Y)Largest decline over 3 years | -21.50% | -17.93% | -3.57% |
Max Drawdown (5Y)Largest decline over 5 years | -31.23% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -31.85% | — | — |
Current DrawdownCurrent decline from peak | -4.43% | -2.71% | -1.72% |
Average DrawdownAverage peak-to-trough decline | -16.89% | -5.48% | -11.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.93% | 2.98% | +2.95% |
Volatility
SEEGX vs. CGGO - Volatility Comparison
The current volatility for JPMorgan Large Cap Growth Fund (SEEGX) is 6.19%, while Capital Group Global Growth Equity ETF (CGGO) has a volatility of 8.74%. This indicates that SEEGX experiences smaller price fluctuations and is considered to be less risky than CGGO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEEGX | CGGO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.19% | 8.74% | -2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 12.37% | 16.01% | -3.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 18.15% | -1.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.31% | 18.85% | +1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.65% | 18.85% | +2.80% |
SEEGX vs. CGGO - Expense Ratio Comparison
SEEGX has a 0.69% expense ratio, which is higher than CGGO's 0.47% expense ratio.
Dividends
SEEGX vs. CGGO - Dividend Comparison
SEEGX's dividend yield for the trailing twelve months is around 11.10%, more than CGGO's 1.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGGO Capital Group Global Growth Equity ETF | 1.73% | 2.03% | 1.10% | 0.76% | 0.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SEEGX JPMorgan Large Cap Growth Fund | 11.10% | 11.44% | 2.00% | 0.12% | 3.42% | 14.92% | 5.27% | 12.85% | 15.97% | 14.79% | 9.88% | 4.49% |
Frequently Asked Questions
SEEGX and CGGO have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CGGO has higher volatility (8.74%) compared to SEEGX (6.19%). In terms of maximum drawdown, SEEGX dropped -62.09% vs CGGO's -24.90%.
CGGO currently has the higher Sharpe Ratio (1.76 vs 0.91), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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