OSGIX vs. VOO
Compare and contrast key facts about JPMorgan Mid Cap Growth Fund Class A (OSGIX) and Vanguard S&P 500 ETF (VOO).
OSGIX is managed by JPMorgan. It was launched on Sep 21, 1994. 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
OSGIX vs. VOO - Performance Comparison
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OSGIX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -4.42% | 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, OSGIX achieves a -9.42% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, OSGIX has underperformed VOO with an annualized return of 12.18%, while VOO has yielded a comparatively higher 14.05% 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%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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OSGIX vs. VOO - Expense Ratio Comparison
OSGIX has a 1.14% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
OSGIX vs. VOO — Risk / Return Rank
OSGIX
VOO
OSGIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund Class A (OSGIX) 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.
| OSGIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.98 | -0.64 |
Sortino ratioReturn per unit of downside risk | 0.65 | 1.50 | -0.85 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.23 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 1.53 | -1.15 |
Martin ratioReturn relative to average drawdown | 1.25 | 7.29 | -6.04 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.98 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.70 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.78 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.83 | -0.43 |
Correlation
The correlation between OSGIX and VOO is 0.88, 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. VOO - Dividend Comparison
OSGIX's dividend yield for the trailing twelve months is around 13.59%, more than VOO's 1.19% 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
OSGIX vs. VOO - Drawdown Comparison
The maximum OSGIX drawdown since its inception was -57.79%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OSGIX and VOO.
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Drawdown Indicators
| OSGIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.79% | -33.99% | -23.80% |
Max Drawdown (1Y)Largest decline over 1 year | -14.25% | -11.98% | -2.27% |
Max Drawdown (5Y)Largest decline over 5 years | -37.26% | -24.52% | -12.74% |
Max Drawdown (10Y)Largest decline over 10 years | -37.26% | -33.99% | -3.27% |
Current DrawdownCurrent decline from peak | -14.25% | -6.29% | -7.96% |
Average DrawdownAverage peak-to-trough decline | -12.32% | -3.72% | -8.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 2.52% | +1.90% |
Volatility
OSGIX vs. VOO - Volatility Comparison
JPMorgan Mid Cap Growth Fund Class A (OSGIX) has a higher volatility of 6.28% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that OSGIX'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
| OSGIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | 5.29% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 13.19% | 9.44% | +3.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.81% | 18.10% | +4.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.42% | 16.82% | +5.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.62% | 17.99% | +4.63% |