JACNX vs. VOO
Compare and contrast key facts about Janus Henderson Contrarian Fund (JACNX) and Vanguard S&P 500 ETF (VOO).
JACNX is managed by Janus Henderson. It was launched on Feb 29, 2000. 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: JACNX or VOO.
Key characteristics
JACNX | VOO | |
---|---|---|
YTD Return | 15.93% | 19.30% |
1Y Return | 25.83% | 28.36% |
3Y Return (Ann) | 3.55% | 10.06% |
5Y Return (Ann) | 13.09% | 15.26% |
10Y Return (Ann) | 9.20% | 12.92% |
Sharpe Ratio | 1.24 | 2.26 |
Daily Std Dev | 20.34% | 12.63% |
Max Drawdown | -40.25% | -33.99% |
Current Drawdown | 0.00% | -0.28% |
Correlation
The correlation between JACNX and VOO is 0.86, 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. VOO - Performance Comparison
In the year-to-date period, JACNX achieves a 15.93% return, which is significantly lower than VOO's 19.30% return. Over the past 10 years, JACNX has underperformed VOO with an annualized return of 9.20%, while VOO has yielded a comparatively higher 12.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JACNX vs. VOO - Expense Ratio Comparison
JACNX has a 0.90% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JACNX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Contrarian Fund (JACNX) 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
JACNX vs. VOO - Dividend Comparison
JACNX's dividend yield for the trailing twelve months is around 6.15%, more than VOO's 1.28% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Janus Henderson Contrarian Fund | 6.15% | 7.13% | 0.53% | 9.63% | 1.69% | 11.74% | 8.86% | 8.13% | 3.86% | 3.14% | 10.64% | 0.19% |
Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
JACNX vs. VOO - Drawdown Comparison
The maximum JACNX drawdown since its inception was -40.25%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JACNX and VOO. For additional features, visit the drawdowns tool.
Volatility
JACNX vs. VOO - Volatility Comparison
Janus Henderson Contrarian Fund (JACNX) has a higher volatility of 5.05% compared to Vanguard S&P 500 ETF (VOO) at 3.81%. This indicates that JACNX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.