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.
Performance
JANBX vs. VOO - Performance Comparison
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JANBX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JANBX Janus Henderson Balanced Fund | -5.36% | 14.99% | 15.36% | 15.38% | -16.60% | 17.22% | 14.34% | 22.53% | 0.64% | 17.78% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, JANBX achieves a -5.36% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, JANBX has underperformed VOO with an annualized return of 9.37%, while VOO has yielded a comparatively higher 14.14% annualized return.
JANBX
- 1D
- 1.58%
- 1M
- -4.89%
- YTD
- -5.36%
- 6M
- -4.13%
- 1Y
- 10.63%
- 3Y*
- 11.24%
- 5Y*
- 6.65%
- 10Y*
- 9.37%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
JANBX vs. VOO — Risk / Return Rank
JANBX
VOO
JANBX vs. VOO - Risk-Adjusted Trends 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.
| JANBX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.01 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.53 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.55 | -0.15 |
Martin ratioReturn relative to average drawdown | 5.58 | 7.31 | -1.73 |
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
| JANBX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.01 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.71 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.79 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.83 | -0.18 |
Correlation
The correlation between JANBX and VOO is 0.95, 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
JANBX vs. VOO - Dividend Comparison
JANBX's dividend yield for the trailing twelve months is around 8.80%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANBX Janus Henderson Balanced Fund | 8.80% | 8.78% | 6.96% | 2.25% | 1.95% | 4.50% | 2.49% | 2.85% | 7.06% | 4.65% | 2.55% | 5.81% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
JANBX vs. VOO - Drawdown Comparison
The maximum JANBX drawdown since its inception was -31.70%, 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.
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Drawdown Indicators
| JANBX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.70% | -33.99% | +2.29% |
Max Drawdown (1Y)Largest decline over 1 year | -8.13% | -11.98% | +3.85% |
Max Drawdown (5Y)Largest decline over 5 years | -21.52% | -24.52% | +3.00% |
Max Drawdown (10Y)Largest decline over 10 years | -22.49% | -33.99% | +11.50% |
Current DrawdownCurrent decline from peak | -6.68% | -5.55% | -1.13% |
Average DrawdownAverage peak-to-trough decline | -6.66% | -3.72% | -2.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 2.55% | -0.51% |
Volatility
JANBX vs. VOO - Volatility Comparison
The current volatility for Janus Henderson Balanced Fund (JANBX) is 3.80%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that JANBX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JANBX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.80% | 5.34% | -1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 6.65% | 9.47% | -2.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.08% | 18.11% | -6.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.16% | 16.82% | -5.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.12% | 17.99% | -6.87% |