VHIAX vs. VONG
Compare and contrast key facts about JPMorgan Growth Advantage Fund (VHIAX) and Vanguard Russell 1000 Growth ETF (VONG).
VHIAX is managed by JPMorgan. It was launched on Oct 29, 1999. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Performance
VHIAX vs. VONG - Performance Comparison
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VHIAX vs. VONG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VHIAX JPMorgan Growth Advantage Fund | -8.66% | 15.50% | 39.19% | 39.81% | -30.24% | 21.60% | 53.26% | 35.92% | -1.52% | 35.19% |
VONG Vanguard Russell 1000 Growth ETF | -8.97% | 18.45% | 33.20% | 42.67% | -29.18% | 27.60% | 38.30% | 36.06% | -1.53% | 30.05% |
Returns By Period
The year-to-date returns for both stocks are quite close, with VHIAX having a -8.66% return and VONG slightly lower at -8.97%. Both investments have delivered pretty close results over the past 10 years, with VHIAX having a 17.57% annualized return and VONG not far behind at 16.75%.
VHIAX
- 1D
- 3.87%
- 1M
- -4.81%
- YTD
- -8.66%
- 6M
- -9.05%
- 1Y
- 16.03%
- 3Y*
- 22.23%
- 5Y*
- 10.87%
- 10Y*
- 17.57%
VONG
- 1D
- 0.91%
- 1M
- -4.62%
- YTD
- -8.97%
- 6M
- -8.47%
- 1Y
- 18.72%
- 3Y*
- 21.47%
- 5Y*
- 12.55%
- 10Y*
- 16.75%
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VHIAX vs. VONG - Expense Ratio Comparison
VHIAX has a 1.04% expense ratio, which is higher than VONG's 0.06% expense ratio.
Return for Risk
VHIAX vs. VONG — Risk / Return Rank
VHIAX
VONG
VHIAX vs. VONG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (VHIAX) and Vanguard Russell 1000 Growth ETF (VONG). 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.
| VHIAX | VONG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.84 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.36 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 1.22 | -0.14 |
Martin ratioReturn relative to average drawdown | 3.45 | 4.16 | -0.70 |
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
| VHIAX | VONG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.84 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.59 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.81 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.84 | -0.50 |
Correlation
The correlation between VHIAX and VONG is 0.95, 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
VHIAX vs. VONG - Dividend Comparison
VHIAX's dividend yield for the trailing twelve months is around 13.90%, more than VONG's 0.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHIAX JPMorgan Growth Advantage Fund | 13.90% | 12.70% | 12.63% | 0.64% | 0.43% | 15.55% | 10.33% | 9.95% | 9.93% | 4.25% | 0.00% | 3.55% |
VONG Vanguard Russell 1000 Growth ETF | 0.50% | 0.45% | 0.55% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% |
Drawdowns
VHIAX vs. VONG - Drawdown Comparison
The maximum VHIAX drawdown since its inception was -85.49%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for VHIAX and VONG.
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Drawdown Indicators
| VHIAX | VONG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.49% | -32.72% | -52.77% |
Max Drawdown (1Y)Largest decline over 1 year | -15.76% | -16.23% | +0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -35.25% | -32.72% | -2.53% |
Max Drawdown (10Y)Largest decline over 10 years | -35.25% | -32.72% | -2.53% |
Current DrawdownCurrent decline from peak | -12.50% | -12.29% | -0.21% |
Average DrawdownAverage peak-to-trough decline | -40.36% | -4.90% | -35.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 4.78% | +0.15% |
Volatility
VHIAX vs. VONG - Volatility Comparison
JPMorgan Growth Advantage Fund (VHIAX) and Vanguard Russell 1000 Growth ETF (VONG) have volatilities of 6.88% and 6.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VHIAX | VONG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 6.81% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 12.63% | 12.37% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.62% | 22.42% | +0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.45% | 21.35% | +1.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.16% | 20.82% | +1.34% |