VHIAX vs. VOO
Compare and contrast key facts about JPMorgan Growth Advantage Fund (VHIAX) and Vanguard S&P 500 ETF (VOO).
VHIAX is managed by JPMorgan Chase. It was launched on Oct 29, 1999. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHIAX or VOO.
Correlation
The correlation between VHIAX and VOO is 0.92, 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. VOO - Performance Comparison
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Key characteristics
VHIAX:
0.25
VOO:
0.70
VHIAX:
0.55
VOO:
1.15
VHIAX:
1.08
VOO:
1.17
VHIAX:
0.26
VOO:
0.76
VHIAX:
0.76
VOO:
2.93
VHIAX:
9.38%
VOO:
4.86%
VHIAX:
26.48%
VOO:
19.43%
VHIAX:
-53.94%
VOO:
-33.99%
VHIAX:
-11.79%
VOO:
-4.59%
Returns By Period
In the year-to-date period, VHIAX achieves a -2.57% return, which is significantly lower than VOO's -0.19% return. Over the past 10 years, VHIAX has underperformed VOO with an annualized return of 8.98%, while VOO has yielded a comparatively higher 12.67% annualized return.
VHIAX
-2.57%
11.99%
-9.18%
6.51%
10.61%
8.98%
VOO
-0.19%
9.25%
-1.98%
13.44%
17.53%
12.67%
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VHIAX vs. VOO - Expense Ratio Comparison
VHIAX has a 1.04% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VHIAX vs. VOO — Risk-Adjusted Performance Rank
VHIAX
VOO
VHIAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (VHIAX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
VHIAX vs. VOO - Dividend Comparison
VHIAX's dividend yield for the trailing twelve months is around 6.48%, more than VOO's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHIAX JPMorgan Growth Advantage Fund | 6.48% | 6.32% | 0.64% | 0.43% | 15.55% | 10.33% | 9.95% | 9.93% | 4.25% | 0.00% | 3.55% | 3.95% |
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VHIAX vs. VOO - Drawdown Comparison
The maximum VHIAX drawdown since its inception was -53.94%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VHIAX and VOO. For additional features, visit the drawdowns tool.
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Volatility
VHIAX vs. VOO - Volatility Comparison
JPMorgan Growth Advantage Fund (VHIAX) has a higher volatility of 7.53% compared to Vanguard S&P 500 ETF (VOO) at 6.36%. This indicates that VHIAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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