TVAL vs. JGRO

In the year-to-date period, TVAL achieves a 0.62% return, which is significantly higher than JGRO's -5.59% return.

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TVAL has a 0.33% expense ratio, which is lower than JGRO's 0.44% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Value ETF (TVAL) and JPMorgan Active Growth ETF (JGRO). 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.

The current TVAL Sharpe Ratio is 0.29, which is lower than the JGRO Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of TVAL and JGRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TVAL's dividend yield for the trailing twelve months is around 1.15%, more than JGRO's 0.11% yield.

The maximum TVAL drawdown since its inception was -14.84%, smaller than the maximum JGRO drawdown of -22.70%. Use the drawdown chart below to compare losses from any high point for TVAL and JGRO. For additional features, visit the drawdowns tool.

The current volatility for T. Rowe Price Value ETF (TVAL) is 5.48%, while JPMorgan Active Growth ETF (JGRO) has a volatility of 7.59%. This indicates that TVAL experiences smaller price fluctuations and is considered to be less risky than JGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.