Year-to-Date Weekly Chart

Large-Cap Growth vs. Value Stocks Investment Style

JKE vs JKF

Mstar Large-Cap Growth Ishares ETF vs Mstar Large-Cap Value Ishares ETF

Overview

We use ETFs to illustrate a lot of market activity here on Stavera. The reason that we do that is because it's very easy for an individual to change strategic investment weightings by buying and selling sector or some other style of ETF. It's nearly impossible for an individual to purchase a propertly weighted group of stocks on their own that would represent a sector or investment style.

We provide several key comparisons, like this one, to illustrate the difference between two investment styles. In this comparison we are comparing Large-Cap Growth vs. Value Stocks by using these two ETFs:

  • JKE: Mstar Large-Cap Growth Ishares ETF
  • JKF: Mstar Large-Cap Value Ishares ETF

Large Cap Growth

First, let us look at the performance over the last year of JKE - Mstar Large-Cap Growth Ishares ETF. The closing price on 2020-02-28 was $205.30 and the most recent closing price on 2021-03-05 the closing price was $279.13, for a total return of 36.0%.

A month ago, the price was at $279.13, for a total return of -9.3%.

Large Cap Value

Let's compare the performance to the performance of JKF - Mstar Large-Cap Value Ishares ETF. The closing price on 2020-02-28 was $102.09 and the most recent closing price on 2021-03-05 the closing price was $119.64, for a total return of 17.2%.

An investment a year ago in JKE would have yielded a 18.8% better return over the last year as compared to investing in JKF.

A month ago, the price of $JKF was at $115.05, for a total return of 3.8%. This was 13.2% better than JKE. Investing in JKE a year ago would have generated a better return than an investment in JKF but the performance in the latest month indicates that an investment a month ago in JKF would have been better than one in JKE.


Weekly Returns of JKE and JKF
The table below illustrates the weekly closing price of these ETFs and weekly return over the last month for each:
DescriptionJKE CloseReturnJKF CloseReturn
Month Ago305.17 115.05 
3 Wks Ago311.752.16%116.291.08%
2 Wks Ago305.20-2.10%117.000.61%
1 Wks Ago289.75-5.06%115.92-0.92%
Latest Wk279.13-3.66%119.643.21%


The return over the last month for JKE (Large Cap Growth) is -8.5%.
The return over the last month for JKF (Large Cap Value) is 4.0%.

The Large-Cap style contains the companies with a market value of greater than $10 Billion. A growth stock is considered to be a stock that will grow in price and value than other companies in its industry, where a value stock has solid fundamentals and is priced below competitors based on an analysis of P/E ratios, yields and other metrics.




About the Writer

This page was created and is maintained by Kurt Tietjen, Founder of Stavera, High Peak Media & HomeGearWorks.com. Kurt is an executive, data scientist and software engineer who holds an MBA in Management Information Systems. In 2010, he partnered with scientists at Northwestern University to launch The Street Wire. This was one of the first mainstream uses of what would become “Narrative Science”, an artificial intelligence platform specializing in natural language generation. You can contact Kurt on LinkedIn here.