Correlation
The correlation between URNQX and OLGAX 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.
URNQX vs. OLGAX
Compare and contrast key facts about Victory Nasdaq 100 Index Fund R6 Shares (URNQX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
URNQX is a passively managed fund by USAA that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 2, 2017. OLGAX is managed by JPMorgan Chase. It was launched on Feb 28, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: URNQX or OLGAX.
Performance
URNQX vs. OLGAX - Performance Comparison
Loading data...
Key characteristics
URNQX:
0.62
OLGAX:
0.62
URNQX:
0.92
OLGAX:
0.86
URNQX:
1.13
OLGAX:
1.12
URNQX:
0.60
OLGAX:
0.56
URNQX:
1.94
OLGAX:
1.81
URNQX:
7.04%
OLGAX:
6.68%
URNQX:
25.71%
OLGAX:
23.90%
URNQX:
-35.30%
OLGAX:
-63.07%
URNQX:
-3.61%
OLGAX:
-4.88%
Returns By Period
In the year-to-date period, URNQX achieves a 1.74% return, which is significantly higher than OLGAX's 0.09% return.
URNQX
1.74%
7.92%
2.22%
15.72%
19.70%
17.99%
N/A
OLGAX
0.09%
6.24%
-0.34%
14.78%
18.95%
16.62%
16.48%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
URNQX vs. OLGAX - Expense Ratio Comparison
URNQX has a 0.30% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Risk-Adjusted Performance
URNQX vs. OLGAX — Risk-Adjusted Performance Rank
URNQX
OLGAX
URNQX vs. OLGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Nasdaq 100 Index Fund R6 Shares (URNQX) and JPMorgan Large Cap Growth Fund Class A (OLGAX). 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.
Loading data...
Dividends
URNQX vs. OLGAX - Dividend Comparison
URNQX's dividend yield for the trailing twelve months is around 2.27%, more than OLGAX's 1.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
URNQX Victory Nasdaq 100 Index Fund R6 Shares | 2.27% | 2.31% | 2.72% | 4.32% | 4.59% | 1.64% | 1.30% | 0.80% | 2.07% | 0.00% | 0.00% | 0.00% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 1.03% | 1.03% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 15.66% | 9.94% | 4.51% | 1.80% |
Drawdowns
URNQX vs. OLGAX - Drawdown Comparison
The maximum URNQX drawdown since its inception was -35.30%, smaller than the maximum OLGAX drawdown of -63.07%. Use the drawdown chart below to compare losses from any high point for URNQX and OLGAX.
Loading data...
Volatility
URNQX vs. OLGAX - Volatility Comparison
Victory Nasdaq 100 Index Fund R6 Shares (URNQX) has a higher volatility of 5.59% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 4.76%. This indicates that URNQX's price experiences larger fluctuations and is considered to be riskier than OLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...