SEEGX vs. SPY
Compare and contrast key facts about JPMorgan Large Cap Growth Fund (SEEGX) and SPDR S&P 500 ETF (SPY).
SEEGX is managed by JPMorgan Chase. It was launched on Feb 28, 1992. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEEGX or SPY.
Correlation
The correlation between SEEGX and SPY is 0.90, 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
SEEGX vs. SPY - Performance Comparison
Key characteristics
SEEGX:
-0.30
SPY:
-0.19
SEEGX:
-0.25
SPY:
-0.14
SEEGX:
0.97
SPY:
0.98
SEEGX:
-0.29
SPY:
-0.16
SEEGX:
-1.17
SPY:
-0.82
SEEGX:
5.42%
SPY:
3.68%
SEEGX:
21.20%
SPY:
15.87%
SEEGX:
-64.32%
SPY:
-55.19%
SEEGX:
-21.50%
SPY:
-18.76%
Returns By Period
In the year-to-date period, SEEGX achieves a -17.40% return, which is significantly lower than SPY's -15.03% return. Over the past 10 years, SEEGX has underperformed SPY with an annualized return of 6.06%, while SPY has yielded a comparatively higher 10.91% annualized return.
SEEGX
-17.40%
-13.38%
-14.58%
-6.00%
11.63%
6.06%
SPY
-15.03%
-13.53%
-12.83%
-3.07%
13.99%
10.91%
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SEEGX vs. SPY - Expense Ratio Comparison
SEEGX has a 0.69% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
SEEGX vs. SPY — Risk-Adjusted Performance Rank
SEEGX
SPY
SEEGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund (SEEGX) and SPDR S&P 500 ETF (SPY). 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
SEEGX vs. SPY - Dividend Comparison
SEEGX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.44%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEEGX JPMorgan Large Cap Growth Fund | 0.00% | 0.00% | 0.12% | 0.40% | 0.00% | 0.05% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.44% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SEEGX vs. SPY - Drawdown Comparison
The maximum SEEGX drawdown since its inception was -64.32%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SEEGX and SPY. For additional features, visit the drawdowns tool.
Volatility
SEEGX vs. SPY - Volatility Comparison
JPMorgan Large Cap Growth Fund (SEEGX) has a higher volatility of 9.98% compared to SPDR S&P 500 ETF (SPY) at 9.02%. This indicates that SEEGX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.