HLIEX vs. VOO
Compare and contrast key facts about JPMorgan Equity Income Fund (HLIEX) and Vanguard S&P 500 ETF (VOO).
HLIEX is managed by JPMorgan Chase. It was launched on Jul 2, 1987. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HLIEX or VOO.
Correlation
The correlation between HLIEX and VOO is 0.90, 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
HLIEX vs. VOO - Performance Comparison
Key characteristics
HLIEX:
0.65
VOO:
2.22
HLIEX:
0.90
VOO:
2.95
HLIEX:
1.13
VOO:
1.42
HLIEX:
0.57
VOO:
3.27
HLIEX:
2.82
VOO:
14.57
HLIEX:
2.78%
VOO:
1.90%
HLIEX:
12.13%
VOO:
12.47%
HLIEX:
-75.13%
VOO:
-33.99%
HLIEX:
-11.81%
VOO:
-1.77%
Returns By Period
In the year-to-date period, HLIEX achieves a 7.22% return, which is significantly lower than VOO's 26.92% return. Over the past 10 years, HLIEX has underperformed VOO with an annualized return of 7.33%, while VOO has yielded a comparatively higher 13.12% annualized return.
HLIEX
7.22%
-11.00%
1.67%
7.85%
6.48%
7.33%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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HLIEX vs. VOO - Expense Ratio Comparison
HLIEX has a 0.70% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
HLIEX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Income Fund (HLIEX) and Vanguard S&P 500 ETF (VOO). 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
HLIEX vs. VOO - Dividend Comparison
HLIEX's dividend yield for the trailing twelve months is around 1.71%, more than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLIEX JPMorgan Equity Income Fund | 1.71% | 2.06% | 1.96% | 1.51% | 1.82% | 1.79% | 2.20% | 1.60% | 1.85% | 1.97% | 1.93% | 1.83% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
HLIEX vs. VOO - Drawdown Comparison
The maximum HLIEX drawdown since its inception was -75.13%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HLIEX and VOO. For additional features, visit the drawdowns tool.
Volatility
HLIEX vs. VOO - Volatility Comparison
JPMorgan Equity Income Fund (HLIEX) has a higher volatility of 6.85% compared to Vanguard S&P 500 ETF (VOO) at 3.77%. This indicates that HLIEX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.