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 Chase. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHIAX or VONG.
Key characteristics
| VHIAX | VONG | |
|---|---|---|
| YTD Return | 32.25% | 32.16% |
| 1Y Return | 42.48% | 42.49% |
| 3Y Return (Ann) | 2.75% | 10.47% |
| 5Y Return (Ann) | 12.36% | 20.05% |
| 10Y Return (Ann) | 10.66% | 16.74% |
| Sharpe Ratio | 2.60 | 2.70 |
| Sortino Ratio | 3.37 | 3.45 |
| Omega Ratio | 1.47 | 1.49 |
| Calmar Ratio | 1.84 | 3.45 |
| Martin Ratio | 13.52 | 13.62 |
| Ulcer Index | 3.34% | 3.32% |
| Daily Std Dev | 17.32% | 16.67% |
| Max Drawdown | -53.94% | -32.72% |
| Current Drawdown | 0.00% | 0.00% |
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.
Performance
VHIAX vs. VONG - Performance Comparison
The year-to-date returns for both stocks are quite close, with VHIAX having a 32.25% return and VONG slightly lower at 32.16%. Over the past 10 years, VHIAX has underperformed VONG with an annualized return of 10.66%, while VONG has yielded a comparatively higher 16.74% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VHIAX vs. VONG - Expense Ratio Comparison
VHIAX has a 1.04% expense ratio, which is higher than VONG's 0.08% expense ratio.
Risk-Adjusted Performance
VHIAX vs. VONG - Risk-Adjusted Performance 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.
Dividends
VHIAX vs. VONG - Dividend Comparison
VHIAX has not paid dividends to shareholders, while VONG's dividend yield for the trailing twelve months is around 0.58%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHIAX JPMorgan Growth Advantage Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VONG Vanguard Russell 1000 Growth ETF | 0.58% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
VHIAX vs. VONG - Drawdown Comparison
The maximum VHIAX drawdown since its inception was -53.94%, 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. For additional features, visit the drawdowns tool.
Volatility
VHIAX vs. VONG - Volatility Comparison
JPMorgan Growth Advantage Fund (VHIAX) and Vanguard Russell 1000 Growth ETF (VONG) have volatilities of 5.16% and 5.20%, 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.