JARTX vs. SCHD
Compare and contrast key facts about Janus Henderson Forty Fund (JARTX) and Schwab US Dividend Equity ETF (SCHD).
JARTX is managed by Janus Henderson. It was launched on May 1, 1997. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JARTX or SCHD.
Correlation
The correlation between JARTX and SCHD is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JARTX vs. SCHD - Performance Comparison
Key characteristics
JARTX:
0.61
SCHD:
1.20
JARTX:
0.85
SCHD:
1.77
JARTX:
1.13
SCHD:
1.21
JARTX:
0.50
SCHD:
1.72
JARTX:
1.99
SCHD:
4.44
JARTX:
5.85%
SCHD:
3.08%
JARTX:
19.20%
SCHD:
11.40%
JARTX:
-58.58%
SCHD:
-33.37%
JARTX:
-12.56%
SCHD:
-5.01%
Returns By Period
In the year-to-date period, JARTX achieves a 4.39% return, which is significantly higher than SCHD's 1.72% return. Over the past 10 years, JARTX has underperformed SCHD with an annualized return of 4.99%, while SCHD has yielded a comparatively higher 11.03% annualized return.
JARTX
4.39%
2.39%
-1.12%
10.70%
5.51%
4.99%
SCHD
1.72%
-0.71%
2.98%
12.33%
11.14%
11.03%
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JARTX vs. SCHD - Expense Ratio Comparison
JARTX has a 1.20% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
JARTX vs. SCHD — Risk-Adjusted Performance Rank
JARTX
SCHD
JARTX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Forty Fund (JARTX) and Schwab US Dividend Equity ETF (SCHD). 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
JARTX vs. SCHD - Dividend Comparison
JARTX has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.58%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JARTX Janus Henderson Forty Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.58% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
JARTX vs. SCHD - Drawdown Comparison
The maximum JARTX drawdown since its inception was -58.58%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for JARTX and SCHD. For additional features, visit the drawdowns tool.
Volatility
JARTX vs. SCHD - Volatility Comparison
Janus Henderson Forty Fund (JARTX) has a higher volatility of 5.68% compared to Schwab US Dividend Equity ETF (SCHD) at 3.23%. This indicates that JARTX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.