JACNX vs. VTI
Compare and contrast key facts about Janus Henderson Contrarian Fund (JACNX) and Vanguard Total Stock Market ETF (VTI).
JACNX is managed by Janus Henderson. It was launched on Feb 29, 2000. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JACNX or VTI.
Key characteristics
| JACNX | VTI | |
|---|---|---|
| YTD Return | 25.76% | 26.21% |
| 1Y Return | 46.89% | 38.35% |
| 3Y Return (Ann) | 5.57% | 8.70% |
| 5Y Return (Ann) | 14.19% | 15.34% |
| 10Y Return (Ann) | 10.33% | 12.90% |
| Sharpe Ratio | 2.37 | 3.04 |
| Sortino Ratio | 3.21 | 4.05 |
| Omega Ratio | 1.46 | 1.57 |
| Calmar Ratio | 2.30 | 4.46 |
| Martin Ratio | 18.64 | 19.72 |
| Ulcer Index | 2.50% | 1.94% |
| Daily Std Dev | 19.62% | 12.58% |
| Max Drawdown | -40.25% | -55.45% |
| Current Drawdown | -0.94% | -0.39% |
Correlation
The correlation between JACNX and VTI is 0.89, 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. VTI - Performance Comparison
The year-to-date returns for both investments are quite close, with JACNX having a 25.76% return and VTI slightly higher at 26.21%. Over the past 10 years, JACNX has underperformed VTI with an annualized return of 10.33%, while VTI has yielded a comparatively higher 12.90% 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. VTI - Expense Ratio Comparison
JACNX has a 0.90% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
JACNX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Contrarian Fund (JACNX) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
JACNX's dividend yield for the trailing twelve months is around 0.43%, less than VTI's 1.26% 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% |
VTI Vanguard Total Stock Market ETF | 1.26% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
JACNX vs. VTI - Drawdown Comparison
The maximum JACNX drawdown since its inception was -40.25%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for JACNX and VTI. For additional features, visit the drawdowns tool.
Volatility
JACNX vs. VTI - Volatility Comparison
Janus Henderson Contrarian Fund (JACNX) has a higher volatility of 5.31% compared to Vanguard Total Stock Market ETF (VTI) at 4.06%. This indicates that JACNX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.