JANBX vs. VOOG
Compare and contrast key facts about Janus Henderson Balanced Fund (JANBX) and Vanguard S&P 500 Growth ETF (VOOG).
JANBX is managed by Janus Henderson. It was launched on Aug 31, 1992. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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 VOOG.
Correlation
The correlation between JANBX and VOOG is 0.93, 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. VOOG - Performance Comparison
Key characteristics
JANBX:
0.90
VOOG:
1.64
JANBX:
1.18
VOOG:
2.16
JANBX:
1.18
VOOG:
1.30
JANBX:
1.10
VOOG:
2.31
JANBX:
3.08
VOOG:
8.93
JANBX:
2.94%
VOOG:
3.33%
JANBX:
10.13%
VOOG:
18.16%
JANBX:
-23.57%
VOOG:
-32.73%
JANBX:
-5.32%
VOOG:
-3.07%
Returns By Period
In the year-to-date period, JANBX achieves a 2.23% return, which is significantly higher than VOOG's 1.94% return. Over the past 10 years, JANBX has underperformed VOOG with an annualized return of 5.88%, while VOOG has yielded a comparatively higher 14.91% annualized return.
JANBX
2.23%
-0.57%
-0.73%
7.27%
6.28%
5.88%
VOOG
1.94%
-3.00%
10.70%
26.00%
16.87%
14.91%
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JANBX vs. VOOG - Expense Ratio Comparison
JANBX has a 0.70% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
JANBX vs. VOOG — Risk-Adjusted Performance Rank
JANBX
VOOG
JANBX vs. VOOG - 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 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
JANBX's dividend yield for the trailing twelve months is around 2.04%, more than VOOG's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANBX Janus Henderson Balanced Fund | 2.04% | 2.09% | 2.25% | 1.10% | 0.84% | 1.36% | 1.80% | 1.91% | 1.91% | 2.17% | 1.68% | 1.91% |
VOOG Vanguard S&P 500 Growth ETF | 0.48% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
JANBX vs. VOOG - Drawdown Comparison
The maximum JANBX drawdown since its inception was -23.57%, smaller than the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for JANBX and VOOG. For additional features, visit the drawdowns tool.
Volatility
JANBX vs. VOOG - Volatility Comparison
The current volatility for Janus Henderson Balanced Fund (JANBX) is 2.48%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.77%. This indicates that JANBX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.