JANWX vs. IVV
Compare and contrast key facts about Janus Henderson Global Research Fund (JANWX) and iShares Core S&P 500 ETF (IVV).
JANWX is managed by Janus. It was launched on Feb 24, 2005. 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: JANWX or IVV.
Correlation
The correlation between JANWX and IVV 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.
Performance
JANWX vs. IVV - Performance Comparison
Key characteristics
JANWX:
-0.03
IVV:
0.31
JANWX:
0.09
IVV:
0.57
JANWX:
1.01
IVV:
1.08
JANWX:
-0.03
IVV:
0.31
JANWX:
-0.11
IVV:
1.41
JANWX:
5.98%
IVV:
4.19%
JANWX:
19.93%
IVV:
18.93%
JANWX:
-36.32%
IVV:
-55.25%
JANWX:
-14.93%
IVV:
-13.89%
Returns By Period
In the year-to-date period, JANWX achieves a -5.31% return, which is significantly higher than IVV's -9.91% return. Over the past 10 years, JANWX has underperformed IVV with an annualized return of 4.99%, while IVV has yielded a comparatively higher 11.64% annualized return.
JANWX
-5.31%
-6.79%
-12.56%
0.08%
7.72%
4.99%
IVV
-9.91%
-6.93%
-9.41%
6.77%
14.69%
11.64%
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JANWX vs. IVV - Expense Ratio Comparison
JANWX has a 0.75% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
JANWX vs. IVV — Risk-Adjusted Performance Rank
JANWX
IVV
JANWX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Research Fund (JANWX) 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
JANWX vs. IVV - Dividend Comparison
JANWX's dividend yield for the trailing twelve months is around 0.85%, less than IVV's 1.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANWX Janus Henderson Global Research Fund | 0.85% | 0.80% | 0.87% | 1.03% | 0.53% | 0.40% | 0.99% | 0.92% | 0.68% | 0.83% | 0.81% | 1.02% |
IVV iShares Core S&P 500 ETF | 1.46% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
JANWX vs. IVV - Drawdown Comparison
The maximum JANWX drawdown since its inception was -36.32%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for JANWX and IVV. For additional features, visit the drawdowns tool.
Volatility
JANWX vs. IVV - Volatility Comparison
The current volatility for Janus Henderson Global Research Fund (JANWX) is 12.77%, while iShares Core S&P 500 ETF (IVV) has a volatility of 13.62%. This indicates that JANWX 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.