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:
1.77
SPY:
2.20
SEEGX:
2.34
SPY:
2.92
SEEGX:
1.32
SPY:
1.41
SEEGX:
2.32
SPY:
3.35
SEEGX:
9.42
SPY:
14.01
SEEGX:
3.58%
SPY:
2.01%
SEEGX:
19.00%
SPY:
12.76%
SEEGX:
-64.32%
SPY:
-55.19%
SEEGX:
-1.73%
SPY:
-0.45%
Returns By Period
In the year-to-date period, SEEGX achieves a 3.07% return, which is significantly higher than SPY's 2.90% return. Over the past 10 years, SEEGX has underperformed SPY with an annualized return of 9.02%, while SPY has yielded a comparatively higher 13.39% annualized return.
SEEGX
3.07%
1.78%
10.21%
31.39%
13.93%
9.02%
SPY
2.90%
2.01%
9.60%
26.34%
14.48%
13.39%
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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 1.17%.
| 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 | 1.17% | 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 6.36% compared to SPDR S&P 500 ETF (SPY) at 5.17%. 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.