JGACX vs. VOO
Compare and contrast key facts about JPMorgan Growth Advantage Fund (JGACX) and Vanguard S&P 500 ETF (VOO).
JGACX is managed by JPMorgan. It was launched on May 1, 2006. 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.
Performance
JGACX vs. VOO - Performance Comparison
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JGACX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JGACX JPMorgan Growth Advantage Fund | -8.78% | 14.89% | 41.22% | 39.06% | -30.57% | 20.93% | 52.51% | 35.24% | -2.01% | 28.54% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, JGACX achieves a -8.78% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, JGACX has outperformed VOO with an annualized return of 16.68%, while VOO has yielded a comparatively lower 14.14% annualized return.
JGACX
- 1D
- 3.86%
- 1M
- -4.85%
- YTD
- -8.78%
- 6M
- -9.29%
- 1Y
- 15.44%
- 3Y*
- 22.40%
- 5Y*
- 10.74%
- 10Y*
- 16.68%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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JGACX vs. VOO - Expense Ratio Comparison
JGACX has a 1.54% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
JGACX vs. VOO — Risk / Return Rank
JGACX
VOO
JGACX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGACX) 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.
| JGACX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.01 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.53 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 1.55 | -0.52 |
Martin ratioReturn relative to average drawdown | 3.29 | 7.31 | -4.02 |
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
| JGACX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.01 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.71 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.79 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.83 | -0.29 |
Correlation
The correlation between JGACX and VOO is 0.92, 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
JGACX vs. VOO - Dividend Comparison
JGACX's dividend yield for the trailing twelve months is around 18.88%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGACX JPMorgan Growth Advantage Fund | 18.88% | 17.22% | 16.40% | 0.81% | 0.54% | 19.49% | 12.46% | 11.71% | 11.44% | 0.16% | 0.00% | 3.95% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
JGACX vs. VOO - Drawdown Comparison
The maximum JGACX drawdown since its inception was -54.27%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JGACX and VOO.
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Drawdown Indicators
| JGACX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.27% | -33.99% | -20.28% |
Max Drawdown (1Y)Largest decline over 1 year | -15.94% | -11.98% | -3.96% |
Max Drawdown (5Y)Largest decline over 5 years | -35.58% | -24.52% | -11.06% |
Max Drawdown (10Y)Largest decline over 10 years | -35.58% | -33.99% | -1.59% |
Current DrawdownCurrent decline from peak | -12.69% | -5.55% | -7.14% |
Average DrawdownAverage peak-to-trough decline | -9.30% | -3.72% | -5.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.99% | 2.55% | +2.44% |
Volatility
JGACX vs. VOO - Volatility Comparison
JPMorgan Growth Advantage Fund (JGACX) has a higher volatility of 6.88% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that JGACX'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.
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Volatility by Period
| JGACX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 5.34% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 12.61% | 9.47% | +3.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.61% | 18.11% | +4.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.57% | 16.82% | +5.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.91% | 17.99% | +4.92% |