VHIAX vs. SCHG

In the year-to-date period, VHIAX achieves a -6.09% return, which is significantly higher than SCHG's -6.76% return. Over the past 10 years, VHIAX has underperformed SCHG with an annualized return of 8.70%, while SCHG has yielded a comparatively higher 15.31% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VHIAX has a 1.04% expense ratio, which is higher than SCHG's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (VHIAX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.

The current VHIAX Sharpe Ratio is 0.11, which is lower than the SCHG Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of VHIAX and SCHG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VHIAX's dividend yield for the trailing twelve months is around 6.73%, more than SCHG's 0.44% yield.

The maximum VHIAX drawdown since its inception was -53.94%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for VHIAX and SCHG. For additional features, visit the drawdowns tool.