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.
Key characteristics
| JACNX | IVV | |
|---|---|---|
| YTD Return | 26.57% | 27.13% |
| 1Y Return | 49.46% | 39.88% |
| 3Y Return (Ann) | 5.83% | 10.28% |
| 5Y Return (Ann) | 14.52% | 16.00% |
| 10Y Return (Ann) | 10.43% | 13.42% |
| Sharpe Ratio | 2.40 | 3.15 |
| Sortino Ratio | 3.24 | 4.20 |
| Omega Ratio | 1.46 | 1.59 |
| Calmar Ratio | 2.25 | 4.62 |
| Martin Ratio | 18.95 | 20.91 |
| Ulcer Index | 2.50% | 1.86% |
| Daily Std Dev | 19.69% | 12.31% |
| Max Drawdown | -40.25% | -55.25% |
| Current Drawdown | 0.00% | 0.00% |
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
The year-to-date returns for both investments are quite close, with JACNX having a 26.57% return and IVV slightly higher at 27.13%. Over the past 10 years, JACNX has underperformed IVV with an annualized return of 10.43%, while IVV has yielded a comparatively higher 13.42% 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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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 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 0.43%, less than IVV's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JACNX Janus Henderson Contrarian Fund | 0.43% | 0.54% | 0.53% | 0.32% | 0.52% | 0.86% | 0.35% | 0.36% | 0.34% | 0.43% | 0.81% | 0.19% |
IVV iShares Core S&P 500 ETF | 1.24% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% | 1.80% |
Drawdowns
JACNX vs. IVV - Drawdown Comparison
The maximum JACNX drawdown since its inception was -40.25%, 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 5.36% compared to iShares Core S&P 500 ETF (IVV) at 3.95%. 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.