HDIVX vs. JQUA
Compare and contrast key facts about Janus Henderson Dividend & Income Builder Fund (HDIVX) and JPMorgan U.S. Quality Factor ETF (JQUA).
HDIVX is managed by Janus Henderson. It was launched on Jul 31, 2012. JQUA is a passively managed fund by JPMorgan Chase that tracks the performance of the JP Morgan US Quality Factor Index. It was launched on Nov 8, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HDIVX or JQUA.
Correlation
The correlation between HDIVX and JQUA is 0.75, 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
HDIVX vs. JQUA - Performance Comparison
Key characteristics
HDIVX:
0.52
JQUA:
2.00
HDIVX:
0.76
JQUA:
2.73
HDIVX:
1.10
JQUA:
1.36
HDIVX:
0.57
JQUA:
3.71
HDIVX:
1.72
JQUA:
11.36
HDIVX:
3.73%
JQUA:
2.06%
HDIVX:
12.29%
JQUA:
11.72%
HDIVX:
-28.56%
JQUA:
-32.92%
HDIVX:
-10.76%
JQUA:
-4.14%
Returns By Period
In the year-to-date period, HDIVX achieves a 0.33% return, which is significantly lower than JQUA's 0.77% return.
HDIVX
0.33%
-7.40%
-7.00%
6.34%
5.60%
6.14%
JQUA
0.77%
-4.07%
8.47%
23.71%
14.57%
N/A
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HDIVX vs. JQUA - Expense Ratio Comparison
HDIVX has a 0.95% expense ratio, which is higher than JQUA's 0.12% expense ratio.
Risk-Adjusted Performance
HDIVX vs. JQUA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Dividend & Income Builder Fund (HDIVX) and JPMorgan U.S. Quality Factor ETF (JQUA). 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
HDIVX vs. JQUA - Dividend Comparison
HDIVX's dividend yield for the trailing twelve months is around 2.39%, more than JQUA's 0.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDIVX Janus Henderson Dividend & Income Builder Fund | 2.39% | 2.40% | 3.10% | 4.14% | 3.30% | 3.26% | 3.20% | 3.27% | 2.76% | 3.12% | 3.03% | 2.96% |
JQUA JPMorgan U.S. Quality Factor ETF | 0.82% | 0.82% | 1.22% | 1.59% | 1.32% | 1.44% | 1.67% | 2.10% | 0.39% | 0.00% | 0.00% | 0.00% |
Drawdowns
HDIVX vs. JQUA - Drawdown Comparison
The maximum HDIVX drawdown since its inception was -28.56%, smaller than the maximum JQUA drawdown of -32.92%. Use the drawdown chart below to compare losses from any high point for HDIVX and JQUA. For additional features, visit the drawdowns tool.
Volatility
HDIVX vs. JQUA - Volatility Comparison
Janus Henderson Dividend & Income Builder Fund (HDIVX) has a higher volatility of 5.35% compared to JPMorgan U.S. Quality Factor ETF (JQUA) at 4.17%. This indicates that HDIVX's price experiences larger fluctuations and is considered to be riskier than JQUA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.