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.
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
Key characteristics
JANRX:
-0.20
IVV:
0.58
JANRX:
-0.13
IVV:
0.94
JANRX:
0.98
IVV:
1.14
JANRX:
-0.16
IVV:
0.60
JANRX:
-0.46
IVV:
2.33
JANRX:
8.62%
IVV:
4.80%
JANRX:
20.08%
IVV:
19.29%
JANRX:
-44.36%
IVV:
-55.25%
JANRX:
-12.61%
IVV:
-8.17%
Returns By Period
In the year-to-date period, JANRX achieves a 0.50% return, which is significantly higher than IVV's -3.93% return. Over the past 10 years, JANRX has underperformed IVV with an annualized return of 3.24%, while IVV has yielded a comparatively higher 12.26% annualized return.
JANRX
0.50%
15.06%
-10.20%
-5.15%
7.76%
3.24%
IVV
-3.93%
11.33%
-4.44%
9.92%
15.73%
12.26%
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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.
Dividends
JANRX vs. IVV - Dividend Comparison
JANRX's dividend yield for the trailing twelve months is around 1.20%, less than IVV's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANRX Janus Henderson Global Select Fund | 1.20% | 1.21% | 1.09% | 0.97% | 0.80% | 0.81% | 1.08% | 0.66% | 0.86% | 1.14% | 1.08% | 0.72% |
IVV iShares Core S&P 500 ETF | 1.37% | 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. For additional features, visit the drawdowns tool.
Volatility
JANRX vs. IVV - Volatility Comparison
The current volatility for Janus Henderson Global Select Fund (JANRX) is 8.75%, while iShares Core S&P 500 ETF (IVV) has a volatility of 11.44%. 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.