JGVVX vs. VOO
Compare and contrast key facts about JPMorgan Growth Advantage Fund (JGVVX) and Vanguard S&P 500 ETF (VOO).
JGVVX is managed by JPMorgan. It was launched on Dec 23, 2013. 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: JGVVX or VOO.
Correlation
The correlation between JGVVX 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.
Performance
JGVVX vs. VOO - Performance Comparison
Key characteristics
JGVVX:
0.07
VOO:
0.32
JGVVX:
0.26
VOO:
0.57
JGVVX:
1.04
VOO:
1.08
JGVVX:
0.07
VOO:
0.32
JGVVX:
0.25
VOO:
1.42
JGVVX:
6.50%
VOO:
4.19%
JGVVX:
25.03%
VOO:
18.73%
JGVVX:
-34.92%
VOO:
-33.99%
JGVVX:
-19.10%
VOO:
-13.85%
Returns By Period
In the year-to-date period, JGVVX achieves a -14.50% return, which is significantly lower than VOO's -9.88% return. Over the past 10 years, JGVVX has outperformed VOO with an annualized return of 14.66%, while VOO has yielded a comparatively lower 11.66% annualized return.
JGVVX
-14.50%
-7.50%
-11.74%
3.34%
16.03%
14.66%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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JGVVX vs. VOO - Expense Ratio Comparison
JGVVX has a 0.55% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JGVVX vs. VOO — Risk-Adjusted Performance Rank
JGVVX
VOO
JGVVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGVVX) 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
JGVVX vs. VOO - Dividend Comparison
JGVVX's dividend yield for the trailing twelve months is around 6.56%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGVVX JPMorgan Growth Advantage Fund | 6.56% | 5.61% | 0.58% | 0.38% | 14.11% | 9.86% | 9.28% | 9.37% | 4.04% | 0.00% | 3.42% | 3.83% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
JGVVX vs. VOO - Drawdown Comparison
The maximum JGVVX drawdown since its inception was -34.92%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JGVVX and VOO. For additional features, visit the drawdowns tool.
Volatility
JGVVX vs. VOO - Volatility Comparison
JPMorgan Growth Advantage Fund (JGVVX) has a higher volatility of 16.15% compared to Vanguard S&P 500 ETF (VOO) at 13.31%. This indicates that JGVVX'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.