JAGLX vs. IBB
Compare and contrast key facts about Janus Henderson Global Life Sciences Fund Class T (JAGLX) and iShares Nasdaq Biotechnology ETF (IBB).
JAGLX is an actively managed fund by Janus Henderson. It was launched on Dec 31, 1998. IBB is a passively managed fund by iShares that tracks the performance of the NASDAQ Biotechnology Index. It was launched on Feb 5, 2001.
Performance
JAGLX vs. IBB - Performance Comparison
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JAGLX vs. IBB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAGLX Janus Henderson Global Life Sciences Fund Class T | -3.75% | 24.72% | 8.50% | 7.41% | -2.79% | 6.66% | 25.52% | 29.12% | 4.05% | 22.13% |
IBB iShares Nasdaq Biotechnology ETF | 0.88% | 27.98% | -2.41% | 3.76% | -13.69% | 0.95% | 26.01% | 25.42% | -9.53% | 21.08% |
Returns By Period
In the year-to-date period, JAGLX achieves a -3.75% return, which is significantly lower than IBB's 0.88% return. Over the past 10 years, JAGLX has outperformed IBB with an annualized return of 11.55%, while IBB has yielded a comparatively lower 6.92% annualized return.
JAGLX
- 1D
- 3.08%
- 1M
- -5.56%
- YTD
- -3.75%
- 6M
- 11.82%
- 1Y
- 21.58%
- 3Y*
- 12.33%
- 5Y*
- 8.24%
- 10Y*
- 11.55%
IBB
- 1D
- 0.76%
- 1M
- -2.11%
- YTD
- 0.88%
- 6M
- 14.77%
- 1Y
- 37.04%
- 3Y*
- 9.92%
- 5Y*
- 2.62%
- 10Y*
- 6.92%
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JAGLX vs. IBB - Expense Ratio Comparison
JAGLX has a 0.92% expense ratio, which is higher than IBB's 0.47% expense ratio.
Return for Risk
JAGLX vs. IBB — Risk / Return Rank
JAGLX
IBB
JAGLX vs. IBB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Life Sciences Fund Class T (JAGLX) and iShares Nasdaq Biotechnology ETF (IBB). 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.
| JAGLX | IBB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.56 | -0.50 |
Sortino ratioReturn per unit of downside risk | 1.53 | 2.16 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.28 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 2.86 | -1.08 |
Martin ratioReturn relative to average drawdown | 4.92 | 10.20 | -5.28 |
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
| JAGLX | IBB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.56 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.12 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.30 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.26 | +0.32 |
Correlation
The correlation between JAGLX and IBB is 0.88, 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
JAGLX vs. IBB - Dividend Comparison
JAGLX's dividend yield for the trailing twelve months is around 4.70%, more than IBB's 0.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAGLX Janus Henderson Global Life Sciences Fund Class T | 4.70% | 4.53% | 10.98% | 4.22% | 0.14% | 9.78% | 7.75% | 6.17% | 13.38% | 0.89% | 1.13% | 9.09% |
IBB iShares Nasdaq Biotechnology ETF | 0.23% | 0.23% | 0.29% | 0.26% | 0.31% | 0.21% | 0.21% | 0.33% | 0.20% | 0.30% | 0.19% | 0.03% |
Drawdowns
JAGLX vs. IBB - Drawdown Comparison
The maximum JAGLX drawdown since its inception was -58.96%, smaller than the maximum IBB drawdown of -62.85%. Use the drawdown chart below to compare losses from any high point for JAGLX and IBB.
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Drawdown Indicators
| JAGLX | IBB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.96% | -62.85% | +3.89% |
Max Drawdown (1Y)Largest decline over 1 year | -9.71% | -11.65% | +1.94% |
Max Drawdown (5Y)Largest decline over 5 years | -22.25% | -39.82% | +17.57% |
Max Drawdown (10Y)Largest decline over 10 years | -27.38% | -39.82% | +12.44% |
Current DrawdownCurrent decline from peak | -6.64% | -4.16% | -2.48% |
Average DrawdownAverage peak-to-trough decline | -17.51% | -21.30% | +3.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.63% | 3.27% | +0.36% |
Volatility
JAGLX vs. IBB - Volatility Comparison
The current volatility for Janus Henderson Global Life Sciences Fund Class T (JAGLX) is 5.99%, while iShares Nasdaq Biotechnology ETF (IBB) has a volatility of 8.38%. This indicates that JAGLX experiences smaller price fluctuations and is considered to be less risky than IBB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAGLX | IBB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.99% | 8.38% | -2.39% |
Volatility (6M)Calculated over the trailing 6-month period | 10.63% | 14.50% | -3.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.86% | 24.01% | -6.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.76% | 21.87% | -6.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.45% | 23.37% | -5.92% |