JACNX vs. IVV
Compare and contrast key facts about Janus Henderson Contrarian Fund (JACNX) and iShares Core S&P 500 ETF (IVV).
JACNX is managed by Janus Henderson. It was launched on Feb 29, 2000. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JACNX or IVV.
Correlation
The correlation between JACNX and IVV is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
JACNX vs. IVV - Performance Comparison
Key characteristics
JACNX:
0.67
IVV:
1.98
JACNX:
0.94
IVV:
2.65
JACNX:
1.14
IVV:
1.36
JACNX:
0.65
IVV:
2.98
JACNX:
2.15
IVV:
12.36
JACNX:
6.02%
IVV:
2.03%
JACNX:
19.32%
IVV:
12.68%
JACNX:
-43.18%
IVV:
-55.25%
JACNX:
-10.15%
IVV:
0.00%
Returns By Period
In the year-to-date period, JACNX achieves a 6.35% return, which is significantly higher than IVV's 4.08% return. Over the past 10 years, JACNX has underperformed IVV with an annualized return of 3.25%, while IVV has yielded a comparatively higher 13.24% annualized return.
JACNX
6.35%
2.94%
2.38%
10.33%
6.25%
3.25%
IVV
4.08%
2.07%
9.71%
23.73%
14.33%
13.24%
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JACNX vs. IVV - Expense Ratio Comparison
JACNX has a 0.90% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
JACNX vs. IVV — Risk-Adjusted Performance Rank
JACNX
IVV
JACNX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Contrarian Fund (JACNX) and iShares Core S&P 500 ETF (IVV). 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
JACNX vs. IVV - Dividend Comparison
JACNX's dividend yield for the trailing twelve months is around 0.44%, less than IVV's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JACNX Janus Henderson Contrarian Fund | 0.44% | 0.47% | 0.54% | 0.53% | 0.32% | 0.52% | 0.86% | 0.35% | 0.36% | 0.34% | 0.43% | 0.81% |
IVV iShares Core S&P 500 ETF | 1.25% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
JACNX vs. IVV - Drawdown Comparison
The maximum JACNX drawdown since its inception was -43.18%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for JACNX and IVV. For additional features, visit the drawdowns tool.
Volatility
JACNX vs. IVV - Volatility Comparison
Janus Henderson Contrarian Fund (JACNX) has a higher volatility of 5.42% compared to iShares Core S&P 500 ETF (IVV) at 3.11%. This indicates that JACNX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.