HFAAX vs. VOO
Compare and contrast key facts about Janus Henderson Developed World Bond Fund (HFAAX) and Vanguard S&P 500 ETF (VOO).
HFAAX is managed by Janus Henderson. It was launched on Sep 29, 2003. 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: HFAAX or VOO.
Correlation
The correlation between HFAAX and VOO is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HFAAX vs. VOO - Performance Comparison
Key characteristics
HFAAX:
0.67
VOO:
1.88
HFAAX:
0.99
VOO:
2.53
HFAAX:
1.12
VOO:
1.35
HFAAX:
0.22
VOO:
2.81
HFAAX:
1.80
VOO:
11.78
HFAAX:
2.04%
VOO:
2.02%
HFAAX:
5.47%
VOO:
12.67%
HFAAX:
-44.02%
VOO:
-33.99%
HFAAX:
-11.90%
VOO:
0.00%
Returns By Period
In the year-to-date period, HFAAX achieves a -0.39% return, which is significantly lower than VOO's 4.61% return. Over the past 10 years, HFAAX has underperformed VOO with an annualized return of 1.72%, while VOO has yielded a comparatively higher 13.30% annualized return.
HFAAX
-0.39%
0.78%
-1.40%
3.94%
-0.96%
1.72%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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HFAAX vs. VOO - Expense Ratio Comparison
HFAAX has a 0.83% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
HFAAX vs. VOO — Risk-Adjusted Performance Rank
HFAAX
VOO
HFAAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Developed World Bond Fund (HFAAX) 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.
Dividends
HFAAX vs. VOO - Dividend Comparison
HFAAX's dividend yield for the trailing twelve months is around 2.96%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFAAX Janus Henderson Developed World Bond Fund | 2.96% | 2.92% | 2.33% | 8.78% | 1.34% | 4.30% | 3.15% | 4.86% | 2.70% | 2.45% | 3.36% | 4.95% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HFAAX vs. VOO - Drawdown Comparison
The maximum HFAAX drawdown since its inception was -44.02%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HFAAX and VOO. For additional features, visit the drawdowns tool.
Volatility
HFAAX vs. VOO - Volatility Comparison
The current volatility for Janus Henderson Developed World Bond Fund (HFAAX) is 1.25%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.01%. This indicates that HFAAX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.