HDIVX vs. VHDYX
Compare and contrast key facts about Janus Henderson Dividend & Income Builder Fund (HDIVX) and Vanguard High Dividend Yield Index Fund Investor Shares (VHDYX).
HDIVX is managed by Janus Henderson. It was launched on Jul 31, 2012. VHDYX is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 16, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HDIVX or VHDYX.
Correlation
The correlation between HDIVX and VHDYX is 0.52, 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. VHDYX - Performance Comparison
Key characteristics
Returns By Period
HDIVX
1.44%
-6.93%
-6.02%
7.52%
5.89%
6.06%
VHDYX
N/A
N/A
N/A
N/A
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HDIVX vs. VHDYX - Expense Ratio Comparison
HDIVX has a 0.95% expense ratio, which is higher than VHDYX's 0.04% expense ratio.
Risk-Adjusted Performance
HDIVX vs. VHDYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Dividend & Income Builder Fund (HDIVX) and Vanguard High Dividend Yield Index Fund Investor Shares (VHDYX). 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. VHDYX - Dividend Comparison
HDIVX's dividend yield for the trailing twelve months is around 2.37%, while VHDYX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDIVX Janus Henderson Dividend & Income Builder Fund | 2.37% | 2.40% | 3.10% | 4.14% | 3.30% | 3.26% | 3.20% | 3.27% | 2.76% | 3.12% | 3.03% | 2.96% |
VHDYX Vanguard High Dividend Yield Index Fund Investor Shares | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.20% | 3.31% | 2.71% | 2.85% | 3.15% | 2.70% |
Drawdowns
HDIVX vs. VHDYX - Drawdown Comparison
Volatility
HDIVX vs. VHDYX - Volatility Comparison
Janus Henderson Dividend & Income Builder Fund (HDIVX) has a higher volatility of 5.53% compared to Vanguard High Dividend Yield Index Fund Investor Shares (VHDYX) at 0.00%. This indicates that HDIVX's price experiences larger fluctuations and is considered to be riskier than VHDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.