SEEGX vs. FTGS
Compare and contrast key facts about JPMorgan Large Cap Growth Fund (SEEGX) and First Trust Growth Strength ETF (FTGS).
SEEGX is managed by JPMorgan. It was launched on Feb 28, 1992. FTGS is a passively managed fund by First Trust that tracks the performance of the The Growth Strength Index - Benchmark TR Gross. It was launched on Oct 25, 2022.
Performance
SEEGX vs. FTGS - Performance Comparison
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SEEGX vs. FTGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SEEGX JPMorgan Large Cap Growth Fund | -11.61% | 14.08% | 35.14% | 34.62% | -1.66% |
FTGS First Trust Growth Strength ETF | -3.69% | 12.78% | 15.76% | 33.69% | 1.09% |
Returns By Period
In the year-to-date period, SEEGX achieves a -11.61% return, which is significantly lower than FTGS's -3.69% return.
SEEGX
- 1D
- -0.65%
- 1M
- -8.19%
- YTD
- -11.61%
- 6M
- -13.28%
- 1Y
- 9.34%
- 3Y*
- 18.90%
- 5Y*
- 10.02%
- 10Y*
- 17.54%
FTGS
- 1D
- 2.76%
- 1M
- -5.56%
- YTD
- -3.69%
- 6M
- -5.18%
- 1Y
- 14.55%
- 3Y*
- 15.87%
- 5Y*
- —
- 10Y*
- —
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SEEGX vs. FTGS - Expense Ratio Comparison
SEEGX has a 0.69% expense ratio, which is higher than FTGS's 0.60% expense ratio.
Return for Risk
SEEGX vs. FTGS — Risk / Return Rank
SEEGX
FTGS
SEEGX vs. FTGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund (SEEGX) and First Trust Growth Strength ETF (FTGS). 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.
| SEEGX | FTGS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.74 | -0.29 |
Sortino ratioReturn per unit of downside risk | 0.80 | 1.21 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.17 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.28 | -0.87 |
Martin ratioReturn relative to average drawdown | 1.24 | 4.84 | -3.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SEEGX | FTGS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.74 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.97 | -0.43 |
Correlation
The correlation between SEEGX and FTGS 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.
Dividends
SEEGX vs. FTGS - Dividend Comparison
SEEGX's dividend yield for the trailing twelve months is around 12.95%, more than FTGS's 0.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEEGX JPMorgan Large Cap Growth Fund | 12.95% | 11.44% | 2.00% | 0.12% | 3.42% | 14.92% | 5.27% | 12.85% | 15.97% | 14.79% | 9.88% | 4.49% |
FTGS First Trust Growth Strength ETF | 0.10% | 0.16% | 0.39% | 0.62% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SEEGX vs. FTGS - Drawdown Comparison
The maximum SEEGX drawdown since its inception was -62.09%, which is greater than FTGS's maximum drawdown of -19.99%. Use the drawdown chart below to compare losses from any high point for SEEGX and FTGS.
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Drawdown Indicators
| SEEGX | FTGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.09% | -19.99% | -42.10% |
Max Drawdown (1Y)Largest decline over 1 year | -16.82% | -11.83% | -4.99% |
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 | -16.82% | -6.92% | -9.90% |
Average DrawdownAverage peak-to-trough decline | -16.97% | -2.80% | -14.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.48% | 3.12% | +2.36% |
Volatility
SEEGX vs. FTGS - Volatility Comparison
The current volatility for JPMorgan Large Cap Growth Fund (SEEGX) is 5.22%, while First Trust Growth Strength ETF (FTGS) has a volatility of 5.51%. This indicates that SEEGX experiences smaller price fluctuations and is considered to be less risky than FTGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEEGX | FTGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 5.51% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 12.06% | 10.24% | +1.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.91% | 19.62% | +1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.21% | 17.33% | +2.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.54% | 17.33% | +4.21% |