HLQVX vs. VOO
Compare and contrast key facts about JPMorgan Large Cap Value Fund (HLQVX) and Vanguard S&P 500 ETF (VOO).
HLQVX is managed by JPMorgan Chase. It was launched on Mar 1, 1991. 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: HLQVX or VOO.
Correlation
The correlation between HLQVX and VOO is 0.87, 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
HLQVX vs. VOO - Performance Comparison
Key characteristics
HLQVX:
0.81
VOO:
1.98
HLQVX:
1.05
VOO:
2.65
HLQVX:
1.18
VOO:
1.36
HLQVX:
0.76
VOO:
2.98
HLQVX:
2.15
VOO:
12.44
HLQVX:
5.76%
VOO:
2.02%
HLQVX:
15.37%
VOO:
12.69%
HLQVX:
-69.31%
VOO:
-33.99%
HLQVX:
-11.46%
VOO:
0.00%
Returns By Period
In the year-to-date period, HLQVX achieves a 5.04% return, which is significantly higher than VOO's 4.06% return. Over the past 10 years, HLQVX has underperformed VOO with an annualized return of 4.66%, while VOO has yielded a comparatively higher 13.30% annualized return.
HLQVX
5.04%
2.18%
0.82%
10.05%
7.52%
4.66%
VOO
4.06%
2.87%
10.75%
23.12%
14.36%
13.30%
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HLQVX vs. VOO - Expense Ratio Comparison
HLQVX has a 0.69% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
HLQVX vs. VOO — Risk-Adjusted Performance Rank
HLQVX
VOO
HLQVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Value Fund (HLQVX) 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
HLQVX vs. VOO - Dividend Comparison
HLQVX's dividend yield for the trailing twelve months is around 1.37%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLQVX JPMorgan Large Cap Value Fund | 1.37% | 1.44% | 1.66% | 1.40% | 0.90% | 1.05% | 1.38% | 1.59% | 0.97% | 1.33% | 1.02% | 1.37% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HLQVX vs. VOO - Drawdown Comparison
The maximum HLQVX drawdown since its inception was -69.31%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HLQVX and VOO. For additional features, visit the drawdowns tool.
Volatility
HLQVX vs. VOO - Volatility Comparison
The current volatility for JPMorgan Large Cap Value Fund (HLQVX) is 2.69%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.13%. This indicates that HLQVX 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.