VHIAX vs. VONG

The year-to-date returns for both investments are quite close, with VHIAX having a 28.62% return and VONG slightly higher at 28.93%. Over the past 10 years, VHIAX has underperformed VONG with an annualized return of 10.26%, while VONG has yielded a comparatively higher 16.32% annualized return.

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VHIAX has a 1.04% expense ratio, which is higher than VONG's 0.08% expense ratio.

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.

The current VHIAX Sharpe Ratio is 2.07, which is comparable to the VONG Sharpe Ratio of 2.15. The chart below compares the historical Sharpe Ratios of VHIAX and VONG, 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 has not paid dividends to shareholders, while VONG's dividend yield for the trailing twelve months is around 0.60%.

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.

JPMorgan Growth Advantage Fund (VHIAX) and Vanguard Russell 1000 Growth ETF (VONG) have volatilities of 5.55% and 5.59%, 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.