OSGIX vs. IWP
Compare and contrast key facts about JPMorgan Mid Cap Growth Fund Class A (OSGIX) and iShares Russell Mid-Cap Growth ETF (IWP).
OSGIX is managed by JPMorgan. It was launched on Sep 21, 1994. IWP is a passively managed fund by iShares that tracks the performance of the Russell Midcap Growth Index. It was launched on Jul 17, 2001.
Performance
OSGIX vs. IWP - Performance Comparison
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OSGIX vs. IWP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OSGIX JPMorgan Mid Cap Growth Fund Class A | -9.42% | 8.41% | 24.96% | 22.83% | -27.26% | 10.32% | 47.86% | 39.31% | -5.34% | 29.08% |
IWP iShares Russell Mid-Cap Growth ETF | -6.40% | 8.45% | 21.86% | 25.70% | -26.90% | 12.60% | 35.25% | 35.04% | -4.89% | 24.93% |
Returns By Period
In the year-to-date period, OSGIX achieves a -9.42% return, which is significantly lower than IWP's -6.40% return. Over the past 10 years, OSGIX has outperformed IWP with an annualized return of 12.18%, while IWP has yielded a comparatively lower 11.41% annualized return.
OSGIX
- 1D
- -1.21%
- 1M
- -9.78%
- YTD
- -9.42%
- 6M
- -12.12%
- 1Y
- 8.27%
- 3Y*
- 11.87%
- 5Y*
- 3.62%
- 10Y*
- 12.18%
IWP
- 1D
- 3.64%
- 1M
- -6.27%
- YTD
- -6.40%
- 6M
- -9.89%
- 1Y
- 9.42%
- 3Y*
- 12.54%
- 5Y*
- 4.78%
- 10Y*
- 11.41%
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OSGIX vs. IWP - Expense Ratio Comparison
OSGIX has a 1.14% expense ratio, which is higher than IWP's 0.23% expense ratio.
Return for Risk
OSGIX vs. IWP — Risk / Return Rank
OSGIX
IWP
OSGIX vs. IWP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund Class A (OSGIX) and iShares Russell Mid-Cap Growth ETF (IWP). 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.
| OSGIX | IWP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.41 | -0.07 |
Sortino ratioReturn per unit of downside risk | 0.65 | 0.75 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.10 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 0.63 | -0.24 |
Martin ratioReturn relative to average drawdown | 1.25 | 1.97 | -0.72 |
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
| OSGIX | IWP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.41 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.22 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.53 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.41 | 0.00 |
Correlation
The correlation between OSGIX and IWP 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.
Dividends
OSGIX vs. IWP - Dividend Comparison
OSGIX's dividend yield for the trailing twelve months is around 13.59%, more than IWP's 0.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSGIX JPMorgan Mid Cap Growth Fund Class A | 13.59% | 12.31% | 18.67% | 0.00% | 0.98% | 10.97% | 12.80% | 8.61% | 8.45% | 7.36% | 0.05% | 6.01% |
IWP iShares Russell Mid-Cap Growth ETF | 0.36% | 0.37% | 0.40% | 0.54% | 0.77% | 0.30% | 0.38% | 0.59% | 1.02% | 0.78% | 1.16% | 0.98% |
Drawdowns
OSGIX vs. IWP - Drawdown Comparison
The maximum OSGIX drawdown since its inception was -57.79%, roughly equal to the maximum IWP drawdown of -56.92%. Use the drawdown chart below to compare losses from any high point for OSGIX and IWP.
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Drawdown Indicators
| OSGIX | IWP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.79% | -56.92% | -0.87% |
Max Drawdown (1Y)Largest decline over 1 year | -14.25% | -14.79% | +0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -37.26% | -38.62% | +1.36% |
Max Drawdown (10Y)Largest decline over 10 years | -37.26% | -38.62% | +1.36% |
Current DrawdownCurrent decline from peak | -14.25% | -11.69% | -2.56% |
Average DrawdownAverage peak-to-trough decline | -12.32% | -9.71% | -2.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 4.70% | -0.28% |
Volatility
OSGIX vs. IWP - Volatility Comparison
The current volatility for JPMorgan Mid Cap Growth Fund Class A (OSGIX) is 6.28%, while iShares Russell Mid-Cap Growth ETF (IWP) has a volatility of 7.01%. This indicates that OSGIX experiences smaller price fluctuations and is considered to be less risky than IWP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OSGIX | IWP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | 7.01% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 13.19% | 13.18% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.81% | 23.08% | -0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.42% | 22.36% | +0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.62% | 21.63% | +0.99% |