IVV vs. ONGIX
IVV (iShares Core S&P 500 ETF) and ONGIX (JPMorgan Investor Growth and Income Fund Class A) are both funds - IVV is a S&P 500 fund tracking the S&P 500 Index, while ONGIX is a Diversified Portfolio fund actively managed by JPMorgan. IVV is passively managed, while ONGIX is actively managed. Over the past 10 years, IVV returned 15.47%/yr vs 9.66%/yr for ONGIX. With a 0.95 correlation, they move nearly in lockstep. IVV charges 0.03%/yr vs 0.95%/yr for ONGIX.
Performance
IVV vs. ONGIX - Performance Comparison
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Returns By Period
In the year-to-date period, IVV achieves a 9.08% return, which is significantly higher than ONGIX's 5.32% return. Over the past 10 years, IVV has outperformed ONGIX with an annualized return of 15.47%, while ONGIX has yielded a comparatively lower 9.66% annualized return.
IVV
- 1D
- 0.55%
- 1M
- 0.36%
- YTD
- 9.08%
- 6M
- 9.43%
- 1Y
- 25.77%
- 3Y*
- 20.95%
- 5Y*
- 13.42%
- 10Y*
- 15.47%
ONGIX
- 1D
- 1.65%
- 1M
- 1.14%
- YTD
- 5.32%
- 6M
- 5.58%
- 1Y
- 15.72%
- 3Y*
- 13.26%
- 5Y*
- 6.91%
- 10Y*
- 9.66%
IVV vs. ONGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | 9.08% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
ONGIX JPMorgan Investor Growth and Income Fund Class A | 5.32% | 13.92% | 11.36% | 17.26% | -14.81% | 14.68% | 16.97% | 20.64% | -6.57% | 16.70% |
Correlation
The correlation between IVV and ONGIX is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since May 19, 2000 | 0.95 |
The correlation between IVV and ONGIX has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.
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Return for Risk
IVV vs. ONGIX — Risk / Return Rank
IVV
ONGIX
IVV vs. ONGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 ETF (IVV) and JPMorgan Investor Growth and Income Fund Class A (ONGIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IVV | ONGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.33 | ||
| Sortino ratioReturn per unit of downside risk | +0.33 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.31 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | 2.21 | +0.54 |
| Martin ratioReturn relative to average drawdown | 12.43 | 9.37 | +3.06 |
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Drawdowns
IVV vs. ONGIX - Drawdown Comparison
The maximum IVV drawdown since its inception was -55.25%, which is greater than ONGIX's maximum drawdown of -41.01%. Use the drawdown chart below to compare losses from any high point for IVV and ONGIX.
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Drawdown Indicators
| IVV | ONGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.25% | -41.01% | -14.24% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -6.85% | -2.04% |
Max Drawdown (3Y)Largest decline over 3 years | -18.75% | -11.43% | -7.32% |
Max Drawdown (5Y)Largest decline over 5 years | -24.53% | -20.47% | -4.06% |
Max Drawdown (10Y)Largest decline over 10 years | -33.90% | -25.83% | -8.07% |
Current DrawdownCurrent decline from peak | -2.35% | -1.29% | -1.06% |
Average DrawdownAverage peak-to-trough decline | -10.77% | -5.54% | -5.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 1.61% | +0.36% |
Volatility
IVV vs. ONGIX - Volatility Comparison
iShares Core S&P 500 ETF (IVV) has a higher volatility of 4.37% compared to JPMorgan Investor Growth and Income Fund Class A (ONGIX) at 3.64%. This indicates that IVV's price experiences larger fluctuations and is considered to be riskier than ONGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVV | ONGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 3.64% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 9.59% | 7.41% | +2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.28% | 9.08% | +3.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 11.19% | +5.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.08% | 11.87% | +6.21% |
IVV vs. ONGIX - Expense Ratio Comparison
IVV has a 0.03% expense ratio, which is lower than ONGIX's 0.95% expense ratio.
Dividends
IVV vs. ONGIX - Dividend Comparison
IVV's dividend yield for the trailing twelve months is around 1.08%, less than ONGIX's 4.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | 1.08% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
ONGIX JPMorgan Investor Growth and Income Fund Class A | 4.37% | 4.56% | 4.25% | 3.17% | 7.44% | 4.74% | 7.10% | 7.23% | 8.43% | 8.34% | 4.42% | 5.45% |
Frequently Asked Questions
With a correlation of 0.95, IVV and ONGIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
IVV has higher volatility (4.37%) compared to ONGIX (3.64%). In terms of maximum drawdown, IVV dropped -55.25% vs ONGIX's -41.01%.
IVV currently has the higher Sharpe Ratio (2.00 vs 1.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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