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 0.90, 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. VOO - Performance Comparison
Key characteristics
SEEGX:
1.21
VOO:
1.76
SEEGX:
1.66
VOO:
2.37
SEEGX:
1.23
VOO:
1.32
SEEGX:
1.73
VOO:
2.66
SEEGX:
6.33
VOO:
11.10
SEEGX:
3.60%
VOO:
2.02%
SEEGX:
18.89%
VOO:
12.79%
SEEGX:
-64.32%
VOO:
-33.99%
SEEGX:
-3.46%
VOO:
-2.11%
Returns By Period
In the year-to-date period, SEEGX achieves a 1.59% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, SEEGX has underperformed VOO with an annualized return of 8.31%, while VOO has yielded a comparatively higher 13.03% annualized return.
SEEGX
1.59%
-2.94%
7.80%
19.28%
12.72%
8.31%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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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 1.22%.
| 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 | 1.22% | 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 4.77% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. 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.