JANBX vs. VOO
Compare and contrast key facts about Janus Henderson Balanced Fund (JANBX) and Vanguard S&P 500 ETF (VOO).
JANBX is managed by Janus Henderson. It was launched on Aug 31, 1992. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JANBX or VOO.
Correlation
The correlation between JANBX and VOO is 0.94, 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
JANBX vs. VOO - Performance Comparison
Key characteristics
JANBX:
1.20
VOO:
2.25
JANBX:
1.55
VOO:
2.98
JANBX:
1.24
VOO:
1.42
JANBX:
1.36
VOO:
3.31
JANBX:
6.76
VOO:
14.77
JANBX:
1.75%
VOO:
1.90%
JANBX:
9.90%
VOO:
12.46%
JANBX:
-23.57%
VOO:
-33.99%
JANBX:
-6.88%
VOO:
-2.47%
Returns By Period
In the year-to-date period, JANBX achieves a 10.73% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, JANBX has underperformed VOO with an annualized return of 5.96%, while VOO has yielded a comparatively higher 13.08% annualized return.
JANBX
10.73%
-4.44%
-0.14%
11.15%
6.23%
5.96%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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JANBX vs. VOO - Expense Ratio Comparison
JANBX has a 0.70% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JANBX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Balanced Fund (JANBX) 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.
Dividends
JANBX vs. VOO - Dividend Comparison
JANBX's dividend yield for the trailing twelve months is around 2.08%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANBX Janus Henderson Balanced Fund | 2.08% | 2.25% | 1.10% | 0.84% | 1.36% | 1.80% | 1.91% | 1.91% | 2.17% | 1.68% | 1.91% | 1.69% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
JANBX vs. VOO - Drawdown Comparison
The maximum JANBX drawdown since its inception was -23.57%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JANBX and VOO. For additional features, visit the drawdowns tool.
Volatility
JANBX vs. VOO - Volatility Comparison
Janus Henderson Balanced Fund (JANBX) has a higher volatility of 5.58% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that JANBX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.