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 0.97, 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:
0.67
VOO:
0.57
ONGFX:
1.01
VOO:
0.92
ONGFX:
1.14
VOO:
1.13
ONGFX:
0.71
VOO:
0.58
ONGFX:
3.07
VOO:
2.42
ONGFX:
2.63%
VOO:
4.51%
ONGFX:
11.97%
VOO:
19.17%
ONGFX:
-40.83%
VOO:
-33.99%
ONGFX:
-5.30%
VOO:
-10.56%
Returns By Period
In the year-to-date period, ONGFX achieves a -1.73% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, ONGFX has underperformed VOO with an annualized return of 7.27%, while VOO has yielded a comparatively higher 12.02% annualized return.
ONGFX
-1.73%
-2.86%
-2.37%
7.18%
10.27%
7.27%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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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 4.74%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ONGFX JPMorgan Investor Growth & Income Fund | 4.74% | 4.59% | 3.51% | 7.87% | 4.45% | 7.47% | 7.62% | 8.88% | 8.74% | 4.74% | 5.82% | 4.60% |
VOO Vanguard S&P 500 ETF | 1.39% | 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 -40.83%, 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 8.31%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. 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.