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:
2.02
VOO:
2.22
OLGAX:
2.65
VOO:
2.95
OLGAX:
1.36
VOO:
1.42
OLGAX:
1.80
VOO:
3.27
OLGAX:
10.61
VOO:
14.57
OLGAX:
3.51%
VOO:
1.90%
OLGAX:
18.47%
VOO:
12.47%
OLGAX:
-64.30%
VOO:
-33.99%
OLGAX:
-1.27%
VOO:
-1.77%
Returns By Period
In the year-to-date period, OLGAX achieves a 36.96% return, which is significantly higher than VOO's 26.92% return. Over the past 10 years, OLGAX has underperformed VOO with an annualized return of 8.76%, while VOO has yielded a comparatively higher 13.12% annualized return.
OLGAX
36.96%
2.93%
10.20%
37.24%
14.81%
8.76%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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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 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 1.23%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OLGAX JPMorgan Large Cap Growth Fund Class A | 0.00% | 0.00% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 5.50% compared to Vanguard S&P 500 ETF (VOO) at 3.77%. 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.