SEEGX vs. VUG
Compare and contrast key facts about JPMorgan Large Cap Growth Fund (SEEGX) and Vanguard Growth ETF (VUG).
SEEGX is managed by JPMorgan. It was launched on Feb 28, 1992. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Growth Index. It was launched on Nov 13, 2000.
Performance
SEEGX vs. VUG - Performance Comparison
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SEEGX vs. VUG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEEGX JPMorgan Large Cap Growth Fund | -8.55% | 14.08% | 35.14% | 34.62% | -25.40% | 18.17% | 56.02% | 39.13% | 0.50% | 38.03% |
VUG Vanguard Growth ETF | -9.39% | 19.40% | 32.69% | 46.83% | -33.16% | 27.35% | 40.25% | 37.03% | -3.32% | 27.72% |
Returns By Period
In the year-to-date period, SEEGX achieves a -8.55% return, which is significantly higher than VUG's -9.39% return. Over the past 10 years, SEEGX has outperformed VUG with an annualized return of 17.94%, while VUG has yielded a comparatively lower 16.16% annualized return.
SEEGX
- 1D
- 3.47%
- 1M
- -4.89%
- YTD
- -8.55%
- 6M
- -10.48%
- 1Y
- 12.37%
- 3Y*
- 20.26%
- 5Y*
- 10.43%
- 10Y*
- 17.94%
VUG
- 1D
- 1.09%
- 1M
- -4.37%
- YTD
- -9.39%
- 6M
- -8.17%
- 1Y
- 18.52%
- 3Y*
- 21.59%
- 5Y*
- 11.67%
- 10Y*
- 16.16%
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SEEGX vs. VUG - Expense Ratio Comparison
SEEGX has a 0.69% expense ratio, which is higher than VUG's 0.03% expense ratio.
Return for Risk
SEEGX vs. VUG — Risk / Return Rank
SEEGX
VUG
SEEGX vs. VUG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund (SEEGX) and Vanguard Growth ETF (VUG). 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 | VUG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.82 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.03 | 1.32 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 1.19 | -0.39 |
Martin ratioReturn relative to average drawdown | 2.40 | 4.15 | -1.75 |
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 | VUG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.82 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.53 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.76 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.57 | -0.03 |
Correlation
The correlation between SEEGX and VUG is 0.96, 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. VUG - Dividend Comparison
SEEGX's dividend yield for the trailing twelve months is around 12.51%, more than VUG's 0.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEEGX JPMorgan Large Cap Growth Fund | 12.51% | 11.44% | 2.00% | 0.12% | 3.42% | 14.92% | 5.27% | 12.85% | 15.97% | 14.79% | 9.88% | 4.49% |
VUG Vanguard Growth ETF | 0.45% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Drawdowns
SEEGX vs. VUG - Drawdown Comparison
The maximum SEEGX drawdown since its inception was -62.09%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for SEEGX and VUG.
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Drawdown Indicators
| SEEGX | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.09% | -50.68% | -11.41% |
Max Drawdown (1Y)Largest decline over 1 year | -16.82% | -16.53% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -31.23% | -35.61% | +4.38% |
Max Drawdown (10Y)Largest decline over 10 years | -31.85% | -35.61% | +3.76% |
Current DrawdownCurrent decline from peak | -13.93% | -12.25% | -1.68% |
Average DrawdownAverage peak-to-trough decline | -16.97% | -7.13% | -9.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.55% | 4.72% | +0.83% |
Volatility
SEEGX vs. VUG - Volatility Comparison
The current volatility for JPMorgan Large Cap Growth Fund (SEEGX) is 6.47%, while Vanguard Growth ETF (VUG) has a volatility of 7.12%. This indicates that SEEGX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEEGX | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.47% | 7.12% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 12.54% | 12.70% | -0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.14% | 22.70% | -1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.26% | 22.22% | -1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.57% | 21.38% | +0.19% |