JAGRX vs. XLK
Compare and contrast key facts about Janus Henderson VIT Research Portfolio (JAGRX) and Technology Select Sector SPDR Fund (XLK).
JAGRX is managed by Janus Henderson. It was launched on Sep 13, 1993. XLK is a passively managed fund by State Street that tracks the performance of the Technology Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JAGRX or XLK.
Correlation
The correlation between JAGRX and XLK 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
JAGRX vs. XLK - Performance Comparison
Key characteristics
JAGRX:
1.13
XLK:
0.62
JAGRX:
1.59
XLK:
0.96
JAGRX:
1.21
XLK:
1.13
JAGRX:
1.36
XLK:
0.84
JAGRX:
5.98
XLK:
2.82
JAGRX:
3.51%
XLK:
5.05%
JAGRX:
18.61%
XLK:
22.88%
JAGRX:
-63.27%
XLK:
-82.05%
JAGRX:
-1.98%
XLK:
-2.48%
Returns By Period
In the year-to-date period, JAGRX achieves a 2.63% return, which is significantly higher than XLK's 1.42% return. Over the past 10 years, JAGRX has underperformed XLK with an annualized return of 5.33%, while XLK has yielded a comparatively higher 20.19% annualized return.
JAGRX
2.63%
3.73%
14.24%
23.06%
6.79%
5.33%
XLK
1.42%
3.81%
10.14%
17.10%
19.42%
20.19%
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JAGRX vs. XLK - Expense Ratio Comparison
JAGRX has a 0.60% expense ratio, which is higher than XLK's 0.13% expense ratio.
Risk-Adjusted Performance
JAGRX vs. XLK — Risk-Adjusted Performance Rank
JAGRX
XLK
JAGRX vs. XLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson VIT Research Portfolio (JAGRX) and Technology Select Sector SPDR Fund (XLK). 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
JAGRX vs. XLK - Dividend Comparison
JAGRX's dividend yield for the trailing twelve months is around 0.03%, less than XLK's 0.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAGRX Janus Henderson VIT Research Portfolio | 0.03% | 0.03% | 0.12% | 0.18% | 0.10% | 0.36% | 0.44% | 0.62% | 0.36% | 0.56% | 0.75% | 0.36% |
XLK Technology Select Sector SPDR Fund | 0.65% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% |
Drawdowns
JAGRX vs. XLK - Drawdown Comparison
The maximum JAGRX drawdown since its inception was -63.27%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for JAGRX and XLK. For additional features, visit the drawdowns tool.
Volatility
JAGRX vs. XLK - Volatility Comparison
The current volatility for Janus Henderson VIT Research Portfolio (JAGRX) is 6.15%, while Technology Select Sector SPDR Fund (XLK) has a volatility of 7.61%. This indicates that JAGRX experiences smaller price fluctuations and is considered to be less risky than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.