JANWX vs. VGT
Compare and contrast key facts about Janus Henderson Global Research Fund (JANWX) and Vanguard Information Technology ETF (VGT).
JANWX is managed by Janus. It was launched on Feb 24, 2005. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JANWX or VGT.
Correlation
The correlation between JANWX and VGT is 0.85, 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. VGT - Performance Comparison
Key characteristics
JANWX:
1.17
VGT:
1.53
JANWX:
1.50
VGT:
2.03
JANWX:
1.24
VGT:
1.27
JANWX:
1.56
VGT:
2.15
JANWX:
6.16
VGT:
7.70
JANWX:
2.83%
VGT:
4.26%
JANWX:
14.89%
VGT:
21.48%
JANWX:
-34.78%
VGT:
-54.63%
JANWX:
-8.86%
VGT:
-1.50%
Returns By Period
In the year-to-date period, JANWX achieves a 16.83% return, which is significantly lower than VGT's 32.56% return. Over the past 10 years, JANWX has underperformed VGT with an annualized return of 9.75%, while VGT has yielded a comparatively higher 20.84% annualized return.
JANWX
16.83%
-6.60%
-0.72%
17.44%
11.04%
9.75%
VGT
32.56%
2.68%
12.86%
32.67%
22.23%
20.84%
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JANWX vs. VGT - Expense Ratio Comparison
JANWX has a 0.75% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
JANWX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Research Fund (JANWX) and Vanguard Information Technology ETF (VGT). 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. VGT - Dividend Comparison
JANWX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.58%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANWX Janus Henderson Global Research Fund | 0.00% | 0.87% | 1.03% | 0.53% | 0.40% | 0.99% | 0.92% | 0.68% | 0.83% | 0.81% | 1.02% | 0.53% |
VGT Vanguard Information Technology ETF | 0.58% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
JANWX vs. VGT - Drawdown Comparison
The maximum JANWX drawdown since its inception was -34.78%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for JANWX and VGT. For additional features, visit the drawdowns tool.
Volatility
JANWX vs. VGT - Volatility Comparison
Janus Henderson Global Research Fund (JANWX) has a higher volatility of 8.57% compared to Vanguard Information Technology ETF (VGT) at 5.60%. This indicates that JANWX's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.