JATIX vs. VUG

In the year-to-date period, JATIX achieves a -7.59% return, which is significantly higher than VUG's -8.15% return. Over the past 10 years, JATIX has outperformed VUG with an annualized return of 17.59%, while VUG has yielded a comparatively lower 14.23% annualized return.

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JATIX has a 0.76% expense ratio, which is higher than VUG's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Technology and Innovation Fund Class I (JATIX) and Vanguard Growth ETF (VUG). 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.

The current JATIX Sharpe Ratio is 0.36, which is lower than the VUG Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of JATIX and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JATIX's dividend yield for the trailing twelve months is around 12.42%, more than VUG's 0.52% yield.

The maximum JATIX drawdown since its inception was -46.43%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for JATIX and VUG. For additional features, visit the drawdowns tool.

Janus Henderson Global Technology and Innovation Fund Class I (JATIX) and Vanguard Growth ETF (VUG) have volatilities of 17.43% and 16.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.