JATIX vs. VUG
Compare and contrast key facts about Janus Henderson Global Technology and Innovation Fund Class I (JATIX) and Vanguard Growth ETF (VUG).
JATIX is managed by Janus Henderson. It was launched on Dec 31, 1998. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth 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: JATIX or VUG.
Correlation
The correlation between JATIX and VUG 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
JATIX vs. VUG - Performance Comparison
Key characteristics
JATIX:
0.49
VUG:
1.60
JATIX:
0.76
VUG:
2.15
JATIX:
1.11
VUG:
1.29
JATIX:
0.72
VUG:
2.17
JATIX:
1.66
VUG:
8.25
JATIX:
6.90%
VUG:
3.42%
JATIX:
23.64%
VUG:
17.69%
JATIX:
-53.87%
VUG:
-50.68%
JATIX:
-10.22%
VUG:
-0.01%
Returns By Period
In the year-to-date period, JATIX achieves a 4.56% return, which is significantly higher than VUG's 4.16% return. Over the past 10 years, JATIX has underperformed VUG with an annualized return of 11.34%, while VUG has yielded a comparatively higher 15.73% annualized return.
JATIX
4.56%
2.75%
-1.98%
12.12%
8.97%
11.34%
VUG
4.16%
2.79%
13.58%
28.93%
17.18%
15.73%
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JATIX vs. VUG - Expense Ratio Comparison
JATIX has a 0.76% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
JATIX vs. VUG — Risk-Adjusted Performance Rank
JATIX
VUG
JATIX vs. VUG - Risk-Adjusted Performance Comparison
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.
Dividends
JATIX vs. VUG - Dividend Comparison
JATIX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.45%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JATIX Janus Henderson Global Technology and Innovation Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.15% | 0.60% | 0.23% | 0.05% | 0.00% | 0.50% | 0.23% |
VUG Vanguard Growth ETF | 0.45% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
JATIX vs. VUG - Drawdown Comparison
The maximum JATIX drawdown since its inception was -53.87%, which is greater than VUG's maximum 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.
Volatility
JATIX vs. VUG - Volatility Comparison
Janus Henderson Global Technology and Innovation Fund Class I (JATIX) has a higher volatility of 6.56% compared to Vanguard Growth ETF (VUG) at 4.91%. This indicates that JATIX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.