JAGIX vs. VOO
Compare and contrast key facts about Janus Henderson Growth and Income Fund Class T (JAGIX) and Vanguard S&P 500 ETF (VOO).
JAGIX is a passively managed fund by Janus Henderson that tracks the performance of the S&P 500® Index. It was launched on May 15, 1991. 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. Both JAGIX and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
JAGIX vs. VOO - Performance Comparison
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JAGIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAGIX Janus Henderson Growth and Income Fund Class T | -7.41% | 19.94% | 15.12% | 17.93% | -14.35% | 28.83% | 10.23% | 26.86% | -2.06% | 24.10% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, JAGIX achieves a -7.41% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, JAGIX has underperformed VOO with an annualized return of 12.06%, while VOO has yielded a comparatively higher 14.05% annualized return.
JAGIX
- 1D
- -0.51%
- 1M
- -8.95%
- YTD
- -7.41%
- 6M
- -5.05%
- 1Y
- 16.17%
- 3Y*
- 12.94%
- 5Y*
- 9.33%
- 10Y*
- 12.06%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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JAGIX vs. VOO - Expense Ratio Comparison
JAGIX has a 0.87% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
JAGIX vs. VOO — Risk / Return Rank
JAGIX
VOO
JAGIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Growth and Income Fund Class T (JAGIX) 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.
| JAGIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.98 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.50 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.53 | -0.31 |
Martin ratioReturn relative to average drawdown | 5.41 | 7.29 | -1.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JAGIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.98 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.70 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.78 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.83 | -0.24 |
Correlation
The correlation between JAGIX and VOO is 0.96, 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.
Dividends
JAGIX vs. VOO - Dividend Comparison
JAGIX's dividend yield for the trailing twelve months is around 15.92%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAGIX Janus Henderson Growth and Income Fund Class T | 15.92% | 14.89% | 15.23% | 7.79% | 6.59% | 5.49% | 4.14% | 3.68% | 7.89% | 2.87% | 8.82% | 10.49% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
JAGIX vs. VOO - Drawdown Comparison
The maximum JAGIX drawdown since its inception was -55.64%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JAGIX and VOO.
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Drawdown Indicators
| JAGIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.64% | -33.99% | -21.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.79% | -11.98% | +0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -26.76% | -24.52% | -2.24% |
Max Drawdown (10Y)Largest decline over 10 years | -35.48% | -33.99% | -1.49% |
Current DrawdownCurrent decline from peak | -10.14% | -6.29% | -3.85% |
Average DrawdownAverage peak-to-trough decline | -11.81% | -3.72% | -8.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 2.52% | +0.16% |
Volatility
JAGIX vs. VOO - Volatility Comparison
The current volatility for Janus Henderson Growth and Income Fund Class T (JAGIX) is 4.37%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that JAGIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAGIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 5.29% | -0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 9.58% | 9.44% | +0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.73% | 18.10% | +0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.08% | 16.82% | +1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.60% | 17.99% | +0.61% |