JAGLX vs. IHF
Compare and contrast key facts about Janus Henderson Global Life Sciences Fund Class T (JAGLX) and iShares U.S. Healthcare Providers ETF (IHF).
JAGLX is an actively managed fund by Janus Henderson. It was launched on Dec 31, 1998. IHF is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Health Care Providers Index. It was launched on May 5, 2006.
Performance
JAGLX vs. IHF - Performance Comparison
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JAGLX vs. IHF - 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% |
IHF iShares U.S. Healthcare Providers ETF | -11.80% | 0.92% | -7.90% | -1.11% | -7.11% | 24.46% | 17.67% | 22.34% | 9.56% | 25.45% |
Returns By Period
In the year-to-date period, JAGLX achieves a -3.75% return, which is significantly higher than IHF's -11.80% return. Over the past 10 years, JAGLX has outperformed IHF with an annualized return of 11.55%, while IHF has yielded a comparatively lower 6.59% 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%
IHF
- 1D
- 0.72%
- 1M
- -8.08%
- YTD
- -11.80%
- 6M
- -13.91%
- 1Y
- -19.13%
- 3Y*
- -4.32%
- 5Y*
- -2.61%
- 10Y*
- 6.59%
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JAGLX vs. IHF - Expense Ratio Comparison
JAGLX has a 0.92% expense ratio, which is higher than IHF's 0.43% expense ratio.
Return for Risk
JAGLX vs. IHF — Risk / Return Rank
JAGLX
IHF
JAGLX vs. IHF - 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 U.S. Healthcare Providers ETF (IHF). 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 | IHF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | -0.79 | +1.86 |
Sortino ratioReturn per unit of downside risk | 1.53 | -0.91 | +2.44 |
Omega ratioGain probability vs. loss probability | 1.20 | 0.87 | +0.33 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | -0.77 | +2.55 |
Martin ratioReturn relative to average drawdown | 4.92 | -1.40 | +6.32 |
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 | IHF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | -0.79 | +1.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | -0.14 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.32 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.34 | +0.24 |
Correlation
The correlation between JAGLX and IHF is 0.71, 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. IHF - Dividend Comparison
JAGLX's dividend yield for the trailing twelve months is around 4.70%, more than IHF's 1.26% 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% |
IHF iShares U.S. Healthcare Providers ETF | 1.26% | 1.05% | 0.86% | 0.79% | 0.74% | 0.56% | 0.53% | 0.58% | 4.01% | 0.19% | 0.25% | 0.20% |
Drawdowns
JAGLX vs. IHF - Drawdown Comparison
The maximum JAGLX drawdown since its inception was -58.96%, roughly equal to the maximum IHF drawdown of -58.42%. Use the drawdown chart below to compare losses from any high point for JAGLX and IHF.
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Drawdown Indicators
| JAGLX | IHF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.96% | -58.42% | -0.54% |
Max Drawdown (1Y)Largest decline over 1 year | -9.71% | -25.16% | +15.45% |
Max Drawdown (5Y)Largest decline over 5 years | -22.25% | -29.85% | +7.60% |
Max Drawdown (10Y)Largest decline over 10 years | -27.38% | -35.23% | +7.85% |
Current DrawdownCurrent decline from peak | -6.64% | -26.81% | +20.17% |
Average DrawdownAverage peak-to-trough decline | -17.51% | -10.59% | -6.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.63% | 13.78% | -10.15% |
Volatility
JAGLX vs. IHF - Volatility Comparison
Janus Henderson Global Life Sciences Fund Class T (JAGLX) has a higher volatility of 5.99% compared to iShares U.S. Healthcare Providers ETF (IHF) at 5.01%. This indicates that JAGLX's price experiences larger fluctuations and is considered to be riskier than IHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAGLX | IHF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.99% | 5.01% | +0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 10.63% | 15.73% | -5.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.86% | 24.20% | -6.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.76% | 18.90% | -3.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.45% | 20.94% | -3.49% |