JANRX vs. IVV
Compare and contrast key facts about Janus Henderson Global Select Fund (JANRX) and iShares Core S&P 500 ETF (IVV).
JANRX is managed by Janus Henderson. It was launched on Jun 29, 2000. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JANRX or IVV.
Key characteristics
| JANRX | IVV | |
|---|---|---|
| YTD Return | 15.99% | 18.92% |
| 1Y Return | 25.00% | 28.22% |
| 3Y Return (Ann) | 7.67% | 9.94% |
| 5Y Return (Ann) | 12.66% | 15.31% |
| 10Y Return (Ann) | 9.31% | 12.86% |
| Sharpe Ratio | 1.40 | 2.22 |
| Daily Std Dev | 17.34% | 12.61% |
| Max Drawdown | -39.17% | -55.25% |
| Current Drawdown | -3.65% | -0.61% |
Correlation
The correlation between JANRX and IVV is 0.88, 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
JANRX vs. IVV - Performance Comparison
In the year-to-date period, JANRX achieves a 15.99% return, which is significantly lower than IVV's 18.92% return. Over the past 10 years, JANRX has underperformed IVV with an annualized return of 9.31%, while IVV has yielded a comparatively higher 12.86% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JANRX vs. IVV - Expense Ratio Comparison
JANRX has a 0.82% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
JANRX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Select Fund (JANRX) and iShares Core S&P 500 ETF (IVV). 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
JANRX vs. IVV - Dividend Comparison
JANRX's dividend yield for the trailing twelve months is around 7.43%, more than IVV's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANRX Janus Henderson Global Select Fund | 7.43% | 8.62% | 2.81% | 13.04% | 5.11% | 4.37% | 17.07% | 0.86% | 1.14% | 1.08% | 0.72% | 0.45% |
IVV iShares Core S&P 500 ETF | 1.27% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.20% | 1.75% | 2.01% | 2.26% | 1.82% | 1.80% |
Drawdowns
JANRX vs. IVV - Drawdown Comparison
The maximum JANRX drawdown since its inception was -39.17%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for JANRX and IVV. For additional features, visit the drawdowns tool.
Volatility
JANRX vs. IVV - Volatility Comparison
Janus Henderson Global Select Fund (JANRX) has a higher volatility of 4.09% compared to iShares Core S&P 500 ETF (IVV) at 3.85%. This indicates that JANRX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.