SEEGX vs. VOO
Compare and contrast key facts about JPMorgan Large Cap Growth Fund (SEEGX) and Vanguard S&P 500 ETF (VOO).
SEEGX is managed by JPMorgan Chase. It was launched on Feb 28, 1992. 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: SEEGX or VOO.
Correlation
The correlation between SEEGX and VOO is 0.89, 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. VOO - Performance Comparison
Key characteristics
SEEGX:
1.77
VOO:
2.21
SEEGX:
2.34
VOO:
2.93
SEEGX:
1.32
VOO:
1.41
SEEGX:
2.32
VOO:
3.35
SEEGX:
9.42
VOO:
14.09
SEEGX:
3.58%
VOO:
2.01%
SEEGX:
19.00%
VOO:
12.78%
SEEGX:
-64.32%
VOO:
-33.99%
SEEGX:
-1.73%
VOO:
-0.46%
Returns By Period
In the year-to-date period, SEEGX achieves a 3.07% return, which is significantly higher than VOO's 2.90% return. Over the past 10 years, SEEGX has underperformed VOO with an annualized return of 9.02%, while VOO has yielded a comparatively higher 13.46% annualized return.
SEEGX
3.07%
1.78%
10.21%
31.39%
13.93%
9.02%
VOO
2.90%
2.05%
9.63%
26.44%
14.54%
13.46%
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SEEGX vs. VOO - Expense Ratio Comparison
SEEGX has a 0.69% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SEEGX vs. VOO — Risk-Adjusted Performance Rank
SEEGX
VOO
SEEGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund (SEEGX) 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
SEEGX vs. VOO - Dividend Comparison
SEEGX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.21%.
| 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% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SEEGX vs. VOO - Drawdown Comparison
The maximum SEEGX drawdown since its inception was -64.32%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SEEGX and VOO. For additional features, visit the drawdowns tool.
Volatility
SEEGX vs. VOO - Volatility Comparison
JPMorgan Large Cap Growth Fund (SEEGX) has a higher volatility of 6.36% compared to Vanguard S&P 500 ETF (VOO) at 5.12%. This indicates that SEEGX'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.