OLGAX vs. DSTL
Compare and contrast key facts about JPMorgan Large Cap Growth Fund Class A (OLGAX) and Distillate US Fundamental Stability & Value ETF (DSTL).
OLGAX is managed by JPMorgan Chase. It was launched on Feb 28, 1992. DSTL is a passively managed fund by Distillate Capital that tracks the performance of the Distillate U.S. Fundamental Stability & Value Index. It was launched on Oct 24, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OLGAX or DSTL.
Correlation
The correlation between OLGAX and DSTL is 0.76, 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
OLGAX vs. DSTL - Performance Comparison
Key characteristics
OLGAX:
-0.23
DSTL:
-0.35
OLGAX:
-0.17
DSTL:
-0.38
OLGAX:
0.98
DSTL:
0.95
OLGAX:
-0.24
DSTL:
-0.33
OLGAX:
-0.96
DSTL:
-1.35
OLGAX:
5.13%
DSTL:
3.57%
OLGAX:
21.05%
DSTL:
13.78%
OLGAX:
-64.30%
DSTL:
-33.10%
OLGAX:
-20.55%
DSTL:
-14.73%
Returns By Period
In the year-to-date period, OLGAX achieves a -16.40% return, which is significantly lower than DSTL's -8.96% return.
OLGAX
-16.40%
-12.29%
-13.00%
-5.38%
12.37%
5.95%
DSTL
-8.96%
-10.28%
-11.23%
-4.19%
15.71%
N/A
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OLGAX vs. DSTL - Expense Ratio Comparison
OLGAX has a 1.01% expense ratio, which is higher than DSTL's 0.39% expense ratio.
Risk-Adjusted Performance
OLGAX vs. DSTL — Risk-Adjusted Performance Rank
OLGAX
DSTL
OLGAX vs. DSTL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class A (OLGAX) and Distillate US Fundamental Stability & Value ETF (DSTL). 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
OLGAX vs. DSTL - Dividend Comparison
OLGAX has not paid dividends to shareholders, while DSTL's dividend yield for the trailing twelve months is around 1.60%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
OLGAX JPMorgan Large Cap Growth Fund Class A | 0.00% | 0.00% | 0.00% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.74% |
DSTL Distillate US Fundamental Stability & Value ETF | 1.60% | 1.35% | 1.30% | 1.35% | 1.02% | 0.83% | 0.97% | 0.45% | 0.00% |
Drawdowns
OLGAX vs. DSTL - Drawdown Comparison
The maximum OLGAX drawdown since its inception was -64.30%, which is greater than DSTL's maximum drawdown of -33.10%. Use the drawdown chart below to compare losses from any high point for OLGAX and DSTL. For additional features, visit the drawdowns tool.
Volatility
OLGAX vs. DSTL - Volatility Comparison
JPMorgan Large Cap Growth Fund Class A (OLGAX) has a higher volatility of 10.39% compared to Distillate US Fundamental Stability & Value ETF (DSTL) at 7.75%. This indicates that OLGAX's price experiences larger fluctuations and is considered to be riskier than DSTL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.