OLGAX vs. VONG
Compare and contrast key facts about JPMorgan Large Cap Growth Fund Class A (OLGAX) and Vanguard Russell 1000 Growth ETF (VONG).
OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Performance
OLGAX vs. VONG - Performance Comparison
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OLGAX vs. VONG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OLGAX JPMorgan Large Cap Growth Fund Class A | -8.59% | 13.79% | 34.85% | 34.28% | -25.58% | 17.87% | 55.60% | 38.81% | 0.23% | 37.75% |
VONG Vanguard Russell 1000 Growth ETF | -8.97% | 18.45% | 33.20% | 42.67% | -29.18% | 27.60% | 38.30% | 36.06% | -1.53% | 30.05% |
Returns By Period
The year-to-date returns for both stocks are quite close, with OLGAX having a -8.59% return and VONG slightly lower at -8.97%. Over the past 10 years, OLGAX has outperformed VONG with an annualized return of 17.67%, while VONG has yielded a comparatively lower 16.75% annualized return.
OLGAX
- 1D
- 3.49%
- 1M
- -4.92%
- YTD
- -8.59%
- 6M
- -10.58%
- 1Y
- 12.10%
- 3Y*
- 19.98%
- 5Y*
- 10.17%
- 10Y*
- 17.67%
VONG
- 1D
- 0.91%
- 1M
- -4.62%
- YTD
- -8.97%
- 6M
- -8.47%
- 1Y
- 18.72%
- 3Y*
- 21.47%
- 5Y*
- 12.55%
- 10Y*
- 16.75%
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OLGAX vs. VONG - Expense Ratio Comparison
OLGAX has a 1.01% expense ratio, which is higher than VONG's 0.06% expense ratio.
Return for Risk
OLGAX vs. VONG — Risk / Return Rank
OLGAX
VONG
OLGAX vs. VONG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class A (OLGAX) and Vanguard Russell 1000 Growth ETF (VONG). 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.
| OLGAX | VONG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.84 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.36 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 1.22 | -0.45 |
Martin ratioReturn relative to average drawdown | 2.34 | 4.16 | -1.82 |
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
| OLGAX | VONG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.84 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.59 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.81 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.84 | -0.37 |
Correlation
The correlation between OLGAX and VONG is 0.95, 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
OLGAX vs. VONG - Dividend Comparison
OLGAX's dividend yield for the trailing twelve months is around 12.93%, more than VONG's 0.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OLGAX JPMorgan Large Cap Growth Fund Class A | 12.93% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
VONG Vanguard Russell 1000 Growth ETF | 0.50% | 0.45% | 0.55% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% |
Drawdowns
OLGAX vs. VONG - Drawdown Comparison
The maximum OLGAX drawdown since its inception was -63.25%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for OLGAX and VONG.
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Drawdown Indicators
| OLGAX | VONG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.25% | -32.72% | -30.53% |
Max Drawdown (1Y)Largest decline over 1 year | -16.92% | -16.23% | -0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -31.34% | -32.72% | +1.38% |
Max Drawdown (10Y)Largest decline over 10 years | -31.87% | -32.72% | +0.85% |
Current DrawdownCurrent decline from peak | -14.02% | -12.29% | -1.73% |
Average DrawdownAverage peak-to-trough decline | -18.78% | -4.90% | -13.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.58% | 4.78% | +0.80% |
Volatility
OLGAX vs. VONG - Volatility Comparison
JPMorgan Large Cap Growth Fund Class A (OLGAX) and Vanguard Russell 1000 Growth ETF (VONG) have volatilities of 6.48% and 6.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OLGAX | VONG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 6.81% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 12.54% | 12.37% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.14% | 22.42% | -1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.26% | 21.35% | -1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.55% | 20.82% | +0.73% |