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. 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.
Performance
OLGAX vs. VOO - Performance Comparison
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OLGAX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, OLGAX achieves a -8.59% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, OLGAX has outperformed VOO with an annualized return of 17.67%, while VOO has yielded a comparatively lower 14.14% 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%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
OLGAX vs. VOO — Risk / Return Rank
OLGAX
VOO
OLGAX vs. VOO - 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 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.
| OLGAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 1.01 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.53 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 1.55 | -0.78 |
Martin ratioReturn relative to average drawdown | 2.34 | 7.31 | -4.97 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 1.01 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.71 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.79 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.83 | -0.36 |
Correlation
The correlation between OLGAX and VOO is 0.90, 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. VOO - Dividend Comparison
OLGAX's dividend yield for the trailing twelve months is around 12.93%, more than VOO's 1.18% 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% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
OLGAX vs. VOO - Drawdown Comparison
The maximum OLGAX drawdown since its inception was -63.25%, 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.
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Drawdown Indicators
| OLGAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.25% | -33.99% | -29.26% |
Max Drawdown (1Y)Largest decline over 1 year | -16.92% | -11.98% | -4.94% |
Max Drawdown (5Y)Largest decline over 5 years | -31.34% | -24.52% | -6.82% |
Max Drawdown (10Y)Largest decline over 10 years | -31.87% | -33.99% | +2.12% |
Current DrawdownCurrent decline from peak | -14.02% | -5.55% | -8.47% |
Average DrawdownAverage peak-to-trough decline | -18.78% | -3.72% | -15.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.58% | 2.55% | +3.03% |
Volatility
OLGAX vs. VOO - Volatility Comparison
JPMorgan Large Cap Growth Fund Class A (OLGAX) has a higher volatility of 6.48% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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.
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Volatility by Period
| OLGAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 5.34% | +1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 12.54% | 9.47% | +3.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.14% | 18.11% | +3.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.26% | 16.82% | +3.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.55% | 17.99% | +3.56% |