OLGAX vs. VOO
Compare and contrast key facts about JPMorgan Large Cap Growth Fund Class A (OLGAX) and Vanguard S&P 500 ETF (VOO).
OLGAX is managed by JPMorgan Chase. It was launched on Feb 28, 1992. 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: OLGAX or VOO.
Correlation
The correlation between OLGAX and VOO is 0.89, 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. VOO - Performance Comparison
Key characteristics
OLGAX:
1.54
VOO:
1.95
OLGAX:
2.10
VOO:
2.60
OLGAX:
1.28
VOO:
1.36
OLGAX:
1.99
VOO:
2.97
OLGAX:
8.12
VOO:
12.47
OLGAX:
3.63%
VOO:
2.01%
OLGAX:
19.09%
VOO:
12.89%
OLGAX:
-64.30%
VOO:
-33.99%
OLGAX:
-1.92%
VOO:
-1.30%
Returns By Period
In the year-to-date period, OLGAX achieves a 3.21% return, which is significantly higher than VOO's 2.71% return. Over the past 10 years, OLGAX has underperformed VOO with an annualized return of 8.92%, while VOO has yielded a comparatively higher 13.75% annualized return.
OLGAX
3.21%
2.32%
13.12%
28.30%
14.06%
8.92%
VOO
2.71%
2.30%
10.08%
24.27%
15.19%
13.75%
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OLGAX vs. VOO - Expense Ratio Comparison
OLGAX has a 1.01% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
OLGAX vs. VOO — Risk-Adjusted Performance Rank
OLGAX
VOO
OLGAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class A (OLGAX) 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
OLGAX vs. VOO - Dividend Comparison
OLGAX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
OLGAX vs. VOO - Drawdown Comparison
The maximum OLGAX drawdown since its inception was -64.30%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OLGAX and VOO. For additional features, visit the drawdowns tool.
Volatility
OLGAX vs. VOO - Volatility Comparison
JPMorgan Large Cap Growth Fund Class A (OLGAX) has a higher volatility of 6.22% compared to Vanguard S&P 500 ETF (VOO) at 4.21%. This indicates that OLGAX'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.