JAGLX vs. IYH
Compare and contrast key facts about Janus Henderson Global Life Sciences Fund Class T (JAGLX) and iShares U.S. Healthcare ETF (IYH).
JAGLX is an actively managed fund by Janus Henderson. It was launched on Dec 31, 1998. IYH is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Health Care Index. It was launched on Jun 12, 2000.
Performance
JAGLX vs. IYH - Performance Comparison
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JAGLX vs. IYH - 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% |
IYH iShares U.S. Healthcare ETF | -4.28% | 13.16% | 2.99% | 2.14% | -4.46% | 23.41% | 15.56% | 20.80% | 5.80% | 22.27% |
Returns By Period
In the year-to-date period, JAGLX achieves a -3.75% return, which is significantly higher than IYH's -4.28% return. Over the past 10 years, JAGLX has outperformed IYH with an annualized return of 11.55%, while IYH has yielded a comparatively lower 9.51% 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%
IYH
- 1D
- 0.78%
- 1M
- -5.70%
- YTD
- -4.28%
- 6M
- 3.41%
- 1Y
- 5.26%
- 3Y*
- 5.68%
- 5Y*
- 5.52%
- 10Y*
- 9.51%
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JAGLX vs. IYH - Expense Ratio Comparison
JAGLX has a 0.92% expense ratio, which is higher than IYH's 0.43% expense ratio.
Return for Risk
JAGLX vs. IYH — Risk / Return Rank
JAGLX
IYH
JAGLX vs. IYH - 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 ETF (IYH). 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 | IYH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.30 | +0.77 |
Sortino ratioReturn per unit of downside risk | 1.53 | 0.53 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.07 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 0.32 | +1.46 |
Martin ratioReturn relative to average drawdown | 4.92 | 0.68 | +4.24 |
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 | IYH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.30 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.38 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.57 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.43 | +0.15 |
Correlation
The correlation between JAGLX and IYH is 0.87, 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. IYH - Dividend Comparison
JAGLX's dividend yield for the trailing twelve months is around 4.70%, more than IYH's 1.30% 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% |
IYH iShares U.S. Healthcare ETF | 1.30% | 1.19% | 1.25% | 1.18% | 1.10% | 0.94% | 1.16% | 1.14% | 1.95% | 1.10% | 1.29% | 2.02% |
Drawdowns
JAGLX vs. IYH - Drawdown Comparison
The maximum JAGLX drawdown since its inception was -58.96%, which is greater than IYH's maximum drawdown of -43.12%. Use the drawdown chart below to compare losses from any high point for JAGLX and IYH.
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Drawdown Indicators
| JAGLX | IYH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.96% | -43.12% | -15.84% |
Max Drawdown (1Y)Largest decline over 1 year | -9.71% | -10.52% | +0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -22.25% | -17.91% | -4.34% |
Max Drawdown (10Y)Largest decline over 10 years | -27.38% | -28.40% | +1.02% |
Current DrawdownCurrent decline from peak | -6.64% | -7.45% | +0.81% |
Average DrawdownAverage peak-to-trough decline | -17.51% | -8.97% | -8.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.63% | 4.95% | -1.32% |
Volatility
JAGLX vs. IYH - Volatility Comparison
Janus Henderson Global Life Sciences Fund Class T (JAGLX) has a higher volatility of 5.99% compared to iShares U.S. Healthcare ETF (IYH) at 4.91%. This indicates that JAGLX's price experiences larger fluctuations and is considered to be riskier than IYH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAGLX | IYH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.99% | 4.91% | +1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 10.63% | 10.32% | +0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.86% | 17.95% | -0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.76% | 14.79% | +0.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.45% | 16.70% | +0.75% |