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.
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.
Performance
JANRX vs. IVV - Performance Comparison
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Key characteristics
JANRX:
-0.11
IVV:
0.59
JANRX:
-0.06
IVV:
0.88
JANRX:
0.99
IVV:
1.13
JANRX:
-0.12
IVV:
0.56
JANRX:
-0.32
IVV:
2.13
JANRX:
8.87%
IVV:
4.91%
JANRX:
20.20%
IVV:
19.64%
JANRX:
-44.36%
IVV:
-55.25%
JANRX:
-8.83%
IVV:
-5.20%
Returns By Period
In the year-to-date period, JANRX achieves a 4.85% return, which is significantly higher than IVV's -0.83% return. Over the past 10 years, JANRX has underperformed IVV with an annualized return of 3.59%, while IVV has yielded a comparatively higher 12.63% annualized return.
JANRX
4.85%
8.35%
-5.71%
-2.72%
6.23%
8.45%
3.59%
IVV
-0.83%
5.97%
-2.10%
10.85%
15.44%
16.17%
12.63%
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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 Rank
JANRX
IVV
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.
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Dividends
JANRX vs. IVV - Dividend Comparison
JANRX's dividend yield for the trailing twelve months is around 9.96%, more than IVV's 1.33% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
JANRX Janus Henderson Global Select Fund | 9.96% | 10.44% | 8.62% | 2.81% | 13.04% | 5.11% | 4.37% | 17.07% | 0.86% | 1.14% | 1.08% | 0.72% |
IVV iShares Core S&P 500 ETF | 1.33% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
JANRX vs. IVV - Drawdown Comparison
The maximum JANRX drawdown since its inception was -44.36%, 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.
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Volatility
JANRX vs. IVV - Volatility Comparison
The current volatility for Janus Henderson Global Select Fund (JANRX) is 3.24%, while iShares Core S&P 500 ETF (IVV) has a volatility of 4.42%. This indicates that JANRX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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