HJPNX vs. VUAA.L
Compare and contrast key facts about Hennessy Japan Fund (HJPNX) and Vanguard S&P 500 UCITS ETF (VUAA.L).
HJPNX is managed by Hennessy. It was launched on Oct 30, 2003. VUAA.L is a passively managed fund by Vanguard Group (Ireland) Limited that tracks the performance of the S&P 500 Index. It was launched on May 14, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HJPNX or VUAA.L.
Correlation
The correlation between HJPNX and VUAA.L is 0.42, 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
HJPNX vs. VUAA.L - Performance Comparison
Key characteristics
HJPNX:
0.27
VUAA.L:
1.78
HJPNX:
0.52
VUAA.L:
2.44
HJPNX:
1.07
VUAA.L:
1.33
HJPNX:
0.26
VUAA.L:
2.80
HJPNX:
0.94
VUAA.L:
10.95
HJPNX:
6.46%
VUAA.L:
1.97%
HJPNX:
22.31%
VUAA.L:
12.26%
HJPNX:
-59.51%
VUAA.L:
-34.05%
HJPNX:
-16.53%
VUAA.L:
-0.55%
Returns By Period
In the year-to-date period, HJPNX achieves a 1.72% return, which is significantly lower than VUAA.L's 2.87% return.
HJPNX
1.72%
2.04%
-3.82%
6.37%
3.66%
6.75%
VUAA.L
2.87%
1.13%
9.30%
24.02%
14.20%
N/A
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HJPNX vs. VUAA.L - Expense Ratio Comparison
HJPNX has a 1.44% expense ratio, which is higher than VUAA.L's 0.07% expense ratio.
Risk-Adjusted Performance
HJPNX vs. VUAA.L — Risk-Adjusted Performance Rank
HJPNX
VUAA.L
HJPNX vs. VUAA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hennessy Japan Fund (HJPNX) and Vanguard S&P 500 UCITS ETF (VUAA.L). 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
HJPNX vs. VUAA.L - Dividend Comparison
HJPNX's dividend yield for the trailing twelve months is around 0.98%, while VUAA.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
HJPNX Hennessy Japan Fund | 0.98% | 1.00% | 0.00% | 0.00% | 0.89% | 0.00% | 0.06% | 0.04% | 0.02% |
VUAA.L Vanguard S&P 500 UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HJPNX vs. VUAA.L - Drawdown Comparison
The maximum HJPNX drawdown since its inception was -59.51%, which is greater than VUAA.L's maximum drawdown of -34.05%. Use the drawdown chart below to compare losses from any high point for HJPNX and VUAA.L. For additional features, visit the drawdowns tool.
Volatility
HJPNX vs. VUAA.L - Volatility Comparison
Hennessy Japan Fund (HJPNX) has a higher volatility of 4.21% compared to Vanguard S&P 500 UCITS ETF (VUAA.L) at 3.70%. This indicates that HJPNX's price experiences larger fluctuations and is considered to be riskier than VUAA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.