HLGEX vs. VOT
Compare and contrast key facts about JPMorgan Mid Cap Growth Fund (HLGEX) and Vanguard Mid-Cap Growth ETF (VOT).
HLGEX is managed by JPMorgan. It was launched on Mar 2, 1989. VOT is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Performance
HLGEX vs. VOT - Performance Comparison
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HLGEX vs. VOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLGEX JPMorgan Mid Cap Growth Fund | -5.79% | 8.65% | 22.80% | 23.11% | -27.08% | 10.67% | 48.33% | 39.73% | -5.07% | 29.51% |
VOT Vanguard Mid-Cap Growth ETF | -6.47% | 10.72% | 16.38% | 23.10% | -28.87% | 20.50% | 34.50% | 33.76% | -5.56% | 21.80% |
Returns By Period
In the year-to-date period, HLGEX achieves a -5.79% return, which is significantly higher than VOT's -6.47% return. Over the past 10 years, HLGEX has outperformed VOT with an annualized return of 12.70%, while VOT has yielded a comparatively lower 10.76% annualized return.
HLGEX
- 1D
- 3.94%
- 1M
- -6.15%
- YTD
- -5.79%
- 6M
- -8.32%
- 1Y
- 11.90%
- 3Y*
- 12.84%
- 5Y*
- 3.94%
- 10Y*
- 12.70%
VOT
- 1D
- 1.24%
- 1M
- -6.14%
- YTD
- -6.47%
- 6M
- -11.02%
- 1Y
- 6.52%
- 3Y*
- 10.95%
- 5Y*
- 4.30%
- 10Y*
- 10.76%
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HLGEX vs. VOT - Expense Ratio Comparison
HLGEX has a 0.89% expense ratio, which is higher than VOT's 0.07% expense ratio.
Return for Risk
HLGEX vs. VOT — Risk / Return Rank
HLGEX
VOT
HLGEX vs. VOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund (HLGEX) and Vanguard Mid-Cap Growth ETF (VOT). 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.
| HLGEX | VOT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 0.31 | +0.25 |
Sortino ratioReturn per unit of downside risk | 0.95 | 0.59 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.08 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 0.45 | +0.41 |
Martin ratioReturn relative to average drawdown | 2.75 | 1.40 | +1.36 |
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
| HLGEX | VOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 0.31 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.20 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.52 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.42 | +0.07 |
Correlation
The correlation between HLGEX and VOT is 0.97, 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
HLGEX vs. VOT - Dividend Comparison
HLGEX's dividend yield for the trailing twelve months is around 10.01%, more than VOT's 0.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLGEX JPMorgan Mid Cap Growth Fund | 10.01% | 9.43% | 14.70% | 0.00% | 0.79% | 8.87% | 10.61% | 7.29% | 7.26% | 6.41% | 0.04% | 5.32% |
VOT Vanguard Mid-Cap Growth ETF | 0.71% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% |
Drawdowns
HLGEX vs. VOT - Drawdown Comparison
The maximum HLGEX drawdown since its inception was -57.65%, roughly equal to the maximum VOT drawdown of -60.16%. Use the drawdown chart below to compare losses from any high point for HLGEX and VOT.
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Drawdown Indicators
| HLGEX | VOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.65% | -60.16% | +2.51% |
Max Drawdown (1Y)Largest decline over 1 year | -14.19% | -15.96% | +1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -37.16% | -37.19% | +0.03% |
Max Drawdown (10Y)Largest decline over 10 years | -37.16% | -37.19% | +0.03% |
Current DrawdownCurrent decline from peak | -10.81% | -12.28% | +1.47% |
Average DrawdownAverage peak-to-trough decline | -11.46% | -10.01% | -1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.46% | 5.16% | -0.70% |
Volatility
HLGEX vs. VOT - Volatility Comparison
JPMorgan Mid Cap Growth Fund (HLGEX) has a higher volatility of 7.64% compared to Vanguard Mid-Cap Growth ETF (VOT) at 6.63%. This indicates that HLGEX's price experiences larger fluctuations and is considered to be riskier than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HLGEX | VOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.64% | 6.63% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 13.72% | 12.39% | +1.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.08% | 21.04% | +2.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.32% | 21.33% | +0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 20.92% | +0.98% |