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 Apr 5, 2019.
Performance
JANBX vs. VOOG - Performance Comparison
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JANBX vs. VOOG - 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% |
VOOG Vanguard S&P 500 Growth ETF | -6.97% | 22.11% | 35.89% | 29.96% | -29.48% | 31.95% | 33.35% | 30.93% | -0.21% | 27.19% |
Returns By Period
In the year-to-date period, JANBX achieves a -5.36% return, which is significantly higher than VOOG's -6.97% return. Over the past 10 years, JANBX has underperformed VOOG with an annualized return of 9.37%, while VOOG has yielded a comparatively higher 15.86% 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%
VOOG
- 1D
- 1.30%
- 1M
- -4.28%
- YTD
- -6.97%
- 6M
- -5.29%
- 1Y
- 23.21%
- 3Y*
- 22.32%
- 5Y*
- 12.46%
- 10Y*
- 15.86%
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JANBX vs. VOOG - Expense Ratio Comparison
JANBX has a 0.70% expense ratio, which is higher than VOOG's 0.07% expense ratio.
Return for Risk
JANBX vs. VOOG — Risk / Return Rank
JANBX
VOOG
JANBX vs. VOOG - 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 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.
| JANBX | VOOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.05 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.62 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.76 | -0.36 |
Martin ratioReturn relative to average drawdown | 5.58 | 6.81 | -1.23 |
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 | VOOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.05 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.59 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.77 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.84 | -0.18 |
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.
Dividends
JANBX vs. VOOG - Dividend Comparison
JANBX's dividend yield for the trailing twelve months is around 8.80%, more than VOOG's 0.53% 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.53% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
Drawdowns
JANBX vs. VOOG - Drawdown Comparison
The maximum JANBX drawdown since its inception was -31.70%, roughly equal to the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for JANBX and VOOG.
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Drawdown Indicators
| JANBX | VOOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.70% | -32.73% | +1.03% |
Max Drawdown (1Y)Largest decline over 1 year | -8.13% | -13.71% | +5.58% |
Max Drawdown (5Y)Largest decline over 5 years | -21.52% | -32.73% | +11.21% |
Max Drawdown (10Y)Largest decline over 10 years | -22.49% | -32.73% | +10.24% |
Current DrawdownCurrent decline from peak | -6.68% | -9.07% | +2.39% |
Average DrawdownAverage peak-to-trough decline | -6.66% | -5.01% | -1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 3.54% | -1.50% |
Volatility
JANBX vs. VOOG - Volatility Comparison
The current volatility for Janus Henderson Balanced Fund (JANBX) is 3.80%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.28%. 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.
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Volatility by Period
| JANBX | VOOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.80% | 7.28% | -3.48% |
Volatility (6M)Calculated over the trailing 6-month period | 6.65% | 12.68% | -6.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.08% | 22.28% | -10.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.16% | 21.16% | -10.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.12% | 20.65% | -9.53% |