ONGFX vs. VOO
Compare and contrast key facts about JPMorgan Investor Growth & Income Fund (ONGFX) and Vanguard S&P 500 ETF (VOO).
ONGFX is managed by JPMorgan Chase. It was launched on Dec 9, 1996. 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: ONGFX or VOO.
Correlation
The correlation between ONGFX and VOO is 0.96, 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
ONGFX vs. VOO - Performance Comparison
Key characteristics
ONGFX:
1.44
VOO:
1.89
ONGFX:
2.02
VOO:
2.54
ONGFX:
1.26
VOO:
1.35
ONGFX:
1.64
VOO:
2.83
ONGFX:
6.31
VOO:
11.83
ONGFX:
1.98%
VOO:
2.02%
ONGFX:
8.72%
VOO:
12.66%
ONGFX:
-46.81%
VOO:
-33.99%
ONGFX:
-1.75%
VOO:
-0.42%
Returns By Period
In the year-to-date period, ONGFX achieves a 3.54% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, ONGFX has underperformed VOO with an annualized return of 3.65%, while VOO has yielded a comparatively higher 13.26% annualized return.
ONGFX
3.54%
0.98%
3.63%
12.84%
5.26%
3.65%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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ONGFX vs. VOO - Expense Ratio Comparison
ONGFX has a 0.32% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ONGFX vs. VOO — Risk-Adjusted Performance Rank
ONGFX
VOO
ONGFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Growth & Income Fund (ONGFX) 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
ONGFX vs. VOO - Dividend Comparison
ONGFX's dividend yield for the trailing twelve months is around 2.88%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ONGFX JPMorgan Investor Growth & Income Fund | 2.88% | 2.98% | 2.13% | 1.88% | 2.70% | 1.66% | 1.77% | 2.96% | 2.18% | 1.71% | 1.86% | 2.24% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
ONGFX vs. VOO - Drawdown Comparison
The maximum ONGFX drawdown since its inception was -46.81%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ONGFX and VOO. For additional features, visit the drawdowns tool.
Volatility
ONGFX vs. VOO - Volatility Comparison
The current volatility for JPMorgan Investor Growth & Income Fund (ONGFX) is 1.94%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that ONGFX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.