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:
0.58
IVV:
2.25
JANRX:
0.79
IVV:
2.98
JANRX:
1.13
IVV:
1.42
JANRX:
0.67
IVV:
3.32
JANRX:
2.69
IVV:
14.68
JANRX:
3.48%
IVV:
1.90%
JANRX:
16.04%
IVV:
12.43%
JANRX:
-39.17%
IVV:
-55.25%
JANRX:
-13.67%
IVV:
-2.52%
Returns By Period
In the year-to-date period, JANRX achieves a 7.02% return, which is significantly lower than IVV's 25.92% return. Over the past 10 years, JANRX has underperformed IVV with an annualized return of 8.50%, while IVV has yielded a comparatively higher 13.05% annualized return.
JANRX
7.02%
-9.59%
-8.35%
8.30%
8.90%
8.50%
IVV
25.92%
0.33%
9.27%
26.64%
14.77%
13.05%
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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 has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.29%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANRX Janus Henderson Global Select Fund | 0.00% | 1.09% | 0.97% | 0.80% | 0.81% | 1.08% | 0.66% | 0.86% | 1.14% | 1.08% | 0.72% | 0.45% |
IVV iShares Core S&P 500 ETF | 1.29% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% | 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 10.10% compared to iShares Core S&P 500 ETF (IVV) at 3.75%. 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.