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
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Key characteristics
HLIEX:
0.42
VOO:
0.72
HLIEX:
0.71
VOO:
1.15
HLIEX:
1.10
VOO:
1.17
HLIEX:
0.45
VOO:
0.77
HLIEX:
1.50
VOO:
2.94
HLIEX:
4.62%
VOO:
4.87%
HLIEX:
16.08%
VOO:
19.40%
HLIEX:
-75.13%
VOO:
-33.99%
HLIEX:
-6.27%
VOO:
-3.85%
Returns By Period
In the year-to-date period, HLIEX achieves a 1.50% return, which is significantly higher than VOO's 0.59% return. Over the past 10 years, HLIEX has underperformed VOO with an annualized return of 9.04%, while VOO has yielded a comparatively higher 12.75% annualized return.
HLIEX
1.50%
4.41%
-3.93%
6.74%
13.67%
9.04%
VOO
0.59%
9.01%
-0.97%
13.78%
17.33%
12.75%
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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 Rank
HLIEX
VOO
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.
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Dividends
HLIEX vs. VOO - Dividend Comparison
HLIEX's dividend yield for the trailing twelve months is around 1.90%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLIEX JPMorgan Equity Income Fund | 1.90% | 1.90% | 2.06% | 1.96% | 1.51% | 1.82% | 1.79% | 2.20% | 1.60% | 1.84% | 1.97% | 1.93% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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.
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Volatility
HLIEX vs. VOO - Volatility Comparison
The current volatility for JPMorgan Equity Income Fund (HLIEX) is 4.58%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.20%. This indicates that HLIEX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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