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:
0.96
VOO:
1.89
JGVVX:
1.34
VOO:
2.54
JGVVX:
1.19
VOO:
1.35
JGVVX:
1.41
VOO:
2.83
JGVVX:
4.30
VOO:
11.83
JGVVX:
4.29%
VOO:
2.02%
JGVVX:
19.16%
VOO:
12.66%
JGVVX:
-42.95%
VOO:
-33.99%
JGVVX:
-5.38%
VOO:
-0.42%
Returns By Period
In the year-to-date period, JGVVX achieves a 3.81% return, which is significantly lower than VOO's 4.17% return. Both investments have delivered pretty close results over the past 10 years, with JGVVX having a 13.79% annualized return and VOO not far behind at 13.26%.
JGVVX
3.81%
0.05%
7.13%
20.52%
11.73%
13.79%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGVVX JPMorgan Growth Advantage Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.32% | 9.28% | 9.37% | 4.04% | 0.00% | 3.42% | 3.83% |
VOO Vanguard S&P 500 ETF | 1.19% | 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 -42.95%, which is greater than VOO's maximum 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 5.22% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. 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.