HDIVX vs. MEDI
Compare and contrast key facts about Janus Henderson Dividend & Income Builder Fund (HDIVX) and Harbor Health Care ETF (MEDI).
HDIVX is managed by Janus Henderson. It was launched on Jul 31, 2012. MEDI is an actively managed fund by Harbor. It was launched on Nov 16, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HDIVX or MEDI.
Key characteristics
| HDIVX | MEDI | |
|---|---|---|
| YTD Return | 14.39% | 12.52% |
| 1Y Return | 23.32% | 23.12% |
| Sharpe Ratio | 2.07 | 1.55 |
| Daily Std Dev | 11.36% | 15.68% |
| Max Drawdown | -28.56% | -9.16% |
| Current Drawdown | -1.23% | 0.00% |
Correlation
The correlation between HDIVX and MEDI is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HDIVX vs. MEDI - Performance Comparison
In the year-to-date period, HDIVX achieves a 14.39% return, which is significantly higher than MEDI's 12.52% 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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HDIVX vs. MEDI - Expense Ratio Comparison
HDIVX has a 0.95% expense ratio, which is higher than MEDI's 0.80% expense ratio.
Risk-Adjusted Performance
HDIVX vs. MEDI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Dividend & Income Builder Fund (HDIVX) and Harbor Health Care ETF (MEDI). 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. MEDI - Dividend Comparison
HDIVX's dividend yield for the trailing twelve months is around 2.82%, more than MEDI's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDIVX Janus Henderson Dividend & Income Builder Fund | 2.82% | 3.11% | 4.14% | 4.59% | 3.26% | 3.20% | 4.19% | 2.76% | 3.12% | 3.03% | 2.96% | 2.46% |
MEDI Harbor Health Care ETF | 0.59% | 0.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HDIVX vs. MEDI - Drawdown Comparison
The maximum HDIVX drawdown since its inception was -28.56%, which is greater than MEDI's maximum drawdown of -9.16%. Use the drawdown chart below to compare losses from any high point for HDIVX and MEDI. For additional features, visit the drawdowns tool.
Volatility
HDIVX vs. MEDI - Volatility Comparison
The current volatility for Janus Henderson Dividend & Income Builder Fund (HDIVX) is 3.31%, while Harbor Health Care ETF (MEDI) has a volatility of 4.80%. This indicates that HDIVX experiences smaller price fluctuations and is considered to be less risky than MEDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.