VSEAX vs. VGT
Compare and contrast key facts about JPMorgan Small Cap Equity Fund (VSEAX) and Vanguard Information Technology ETF (VGT).
VSEAX is managed by JPMorgan Chase. It was launched on Dec 20, 1994. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSEAX or VGT.
Correlation
The correlation between VSEAX and VGT is 0.75, 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
VSEAX vs. VGT - Performance Comparison
Key characteristics
VSEAX:
-0.07
VGT:
1.20
VSEAX:
0.04
VGT:
1.65
VSEAX:
1.01
VGT:
1.22
VSEAX:
-0.03
VGT:
1.76
VSEAX:
-0.17
VGT:
6.12
VSEAX:
7.48%
VGT:
4.39%
VSEAX:
19.41%
VGT:
22.30%
VSEAX:
-51.78%
VGT:
-54.63%
VSEAX:
-38.63%
VGT:
-0.88%
Returns By Period
In the year-to-date period, VSEAX achieves a 1.68% return, which is significantly lower than VGT's 3.17% return. Over the past 10 years, VSEAX has underperformed VGT with an annualized return of -0.29%, while VGT has yielded a comparatively higher 20.64% annualized return.
VSEAX
1.68%
-3.05%
-6.51%
-0.28%
-4.02%
-0.29%
VGT
3.17%
1.41%
12.88%
29.47%
20.41%
20.64%
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VSEAX vs. VGT - Expense Ratio Comparison
VSEAX has a 1.27% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
VSEAX vs. VGT — Risk-Adjusted Performance Rank
VSEAX
VGT
VSEAX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Small Cap Equity Fund (VSEAX) and Vanguard Information Technology ETF (VGT). 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
VSEAX vs. VGT - Dividend Comparison
VSEAX's dividend yield for the trailing twelve months is around 0.21%, less than VGT's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSEAX JPMorgan Small Cap Equity Fund | 0.21% | 0.22% | 0.78% | 0.00% | 0.00% | 0.11% | 0.30% | 0.15% | 0.21% | 0.26% | 0.36% | 0.19% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
VSEAX vs. VGT - Drawdown Comparison
The maximum VSEAX drawdown since its inception was -51.78%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for VSEAX and VGT. For additional features, visit the drawdowns tool.
Volatility
VSEAX vs. VGT - Volatility Comparison
The current volatility for JPMorgan Small Cap Equity Fund (VSEAX) is 3.14%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.64%. This indicates that VSEAX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.