HDIVX vs. VUSA.AS
Compare and contrast key facts about Janus Henderson Dividend & Income Builder Fund (HDIVX) and Vanguard S&P 500 UCITS ETF (VUSA.AS).
HDIVX is managed by Janus Henderson. It was launched on Jul 31, 2012. VUSA.AS is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 22, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HDIVX or VUSA.AS.
Key characteristics
| HDIVX | VUSA.AS | |
|---|---|---|
| YTD Return | 14.05% | 19.14% |
| 1Y Return | 23.13% | 23.31% |
| 3Y Return (Ann) | 8.48% | 11.58% |
| 5Y Return (Ann) | 8.91% | 14.48% |
| 10Y Return (Ann) | 6.54% | 13.96% |
| Sharpe Ratio | 2.02 | 2.23 |
| Daily Std Dev | 11.34% | 11.67% |
| Max Drawdown | -28.56% | -33.64% |
| Current Drawdown | -1.53% | -1.78% |
Correlation
The correlation between HDIVX and VUSA.AS is 0.64, 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. VUSA.AS - Performance Comparison
In the year-to-date period, HDIVX achieves a 14.05% return, which is significantly lower than VUSA.AS's 19.14% return. Over the past 10 years, HDIVX has underperformed VUSA.AS with an annualized return of 6.54%, while VUSA.AS has yielded a comparatively higher 13.96% annualized 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. VUSA.AS - Expense Ratio Comparison
HDIVX has a 0.95% expense ratio, which is higher than VUSA.AS's 0.07% expense ratio.
Risk-Adjusted Performance
HDIVX vs. VUSA.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Dividend & Income Builder Fund (HDIVX) and Vanguard S&P 500 UCITS ETF (VUSA.AS). 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. VUSA.AS - Dividend Comparison
HDIVX's dividend yield for the trailing twelve months is around 2.83%, more than VUSA.AS's 1.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDIVX Janus Henderson Dividend & Income Builder Fund | 2.83% | 3.11% | 4.14% | 4.59% | 3.26% | 3.20% | 4.19% | 2.76% | 3.12% | 3.03% | 2.96% | 2.46% |
VUSA.AS Vanguard S&P 500 UCITS ETF | 1.07% | 1.26% | 1.45% | 1.02% | 1.43% | 1.46% | 1.74% | 1.64% | 1.66% | 1.76% | 1.45% | 1.19% |
Drawdowns
HDIVX vs. VUSA.AS - Drawdown Comparison
The maximum HDIVX drawdown since its inception was -28.56%, smaller than the maximum VUSA.AS drawdown of -33.64%. Use the drawdown chart below to compare losses from any high point for HDIVX and VUSA.AS. For additional features, visit the drawdowns tool.
Volatility
HDIVX vs. VUSA.AS - Volatility Comparison
The current volatility for Janus Henderson Dividend & Income Builder Fund (HDIVX) is 2.94%, while Vanguard S&P 500 UCITS ETF (VUSA.AS) has a volatility of 4.24%. This indicates that HDIVX experiences smaller price fluctuations and is considered to be less risky than VUSA.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.