OGIAX vs. VOO
Compare and contrast key facts about JPMorgan Investor Balanced A (OGIAX) and Vanguard S&P 500 ETF (VOO).
OGIAX is managed by JPMorgan. It was launched on Feb 5, 1998. 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: OGIAX or VOO.
Correlation
The correlation between OGIAX and VOO is 0.94, 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
OGIAX vs. VOO - Performance Comparison
Key characteristics
OGIAX:
1.23
VOO:
1.89
OGIAX:
1.68
VOO:
2.54
OGIAX:
1.23
VOO:
1.35
OGIAX:
1.02
VOO:
2.83
OGIAX:
4.24
VOO:
11.83
OGIAX:
2.12%
VOO:
2.02%
OGIAX:
7.34%
VOO:
12.66%
OGIAX:
-33.96%
VOO:
-33.99%
OGIAX:
-2.90%
VOO:
-0.42%
Returns By Period
In the year-to-date period, OGIAX achieves a 2.93% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, OGIAX has underperformed VOO with an annualized return of 2.62%, while VOO has yielded a comparatively higher 13.26% annualized return.
OGIAX
2.93%
0.87%
1.15%
9.21%
3.43%
2.62%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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OGIAX vs. VOO - Expense Ratio Comparison
OGIAX has a 0.97% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
OGIAX vs. VOO — Risk-Adjusted Performance Rank
OGIAX
VOO
OGIAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Balanced A (OGIAX) 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
OGIAX vs. VOO - Dividend Comparison
OGIAX's dividend yield for the trailing twelve months is around 2.91%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OGIAX JPMorgan Investor Balanced A | 2.91% | 2.99% | 2.25% | 1.81% | 2.36% | 1.69% | 1.86% | 2.62% | 1.90% | 1.61% | 1.65% | 1.88% |
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
OGIAX vs. VOO - Drawdown Comparison
The maximum OGIAX drawdown since its inception was -33.96%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OGIAX and VOO. For additional features, visit the drawdowns tool.
Volatility
OGIAX vs. VOO - Volatility Comparison
The current volatility for JPMorgan Investor Balanced A (OGIAX) is 1.60%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that OGIAX 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.