JATTX vs. AVUV
JATTX (Janus Henderson Triton Fund Class T) and AVUV (Avantis US Small Cap Value ETF) are both funds - JATTX is a Small Cap Growth Equities fund managed by Janus Henderson, while AVUV is a Small Cap Value Equities fund actively managed by Avantis. Over the past 5 years, JATTX returned 4.02%/yr vs 13.90%/yr for AVUV. Their 0.79 correlation means they have sometimes moved together and sometimes differently. JATTX charges 0.91%/yr vs 0.25%/yr for AVUV.
Performance
JATTX vs. AVUV - Performance Comparison
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Returns By Period
In the year-to-date period, JATTX achieves a 13.78% return, which is significantly lower than AVUV's 25.35% return.
JATTX
- 1D
- -0.24%
- 1M
- -2.66%
- 6M
- 9.60%
- YTD
- 13.78%
- 1Y
- 23.08%
- 3Y*
- 11.77%
- 5Y*
- 4.02%
- 10Y*
- 10.08%
- ALL TIME*
- 11.22%
AVUV
- 1D
- 1.40%
- 1M
- 2.86%
- 6M
- 15.44%
- YTD
- 25.35%
- 1Y
- 42.62%
- 3Y*
- 17.00%
- 5Y*
- 13.90%
- 10Y*
- —
- ALL TIME*
- 16.35%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $147.82M | $147.76M | $156.17M | |
| $0.00 | $0.00 | $0.00 |
JATTX vs. AVUV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JATTX Janus Henderson Triton Fund Class T | 13.78% | 9.54% | 10.30% | 14.52% | -23.75% | 6.63% | 28.41% | 4.24% |
AVUV Avantis US Small Cap Value ETF | 25.35% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 6.43% | 8.54% |
Correlation
The correlation between JATTX and AVUV is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.79 |
The correlation between JATTX and AVUV shifts across timeframes, from 0.72 (1 year) to 0.82 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
JATTX vs. AVUV — Risk / Return Rank
JATTX
AVUV
JATTX vs. AVUV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Triton Fund Class T (JATTX) and Avantis US Small Cap Value ETF (AVUV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JATTX | AVUV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.28 | ||
| Sortino ratioReturn per unit of downside risk | -1.75 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.45 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.92 | 5.39 | -3.46 |
| Martin ratioReturn relative to average drawdown | 7.80 | 17.01 | -9.20 |
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Drawdowns
JATTX vs. AVUV - Drawdown Comparison
The maximum JATTX drawdown since its inception was -57.77%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for JATTX and AVUV.
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Drawdown Indicators
| JATTX | AVUV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.77% | -49.42% | -8.35% |
Max Drawdown (1Y)Largest decline over 1 year | -11.09% | -7.95% | -3.14% |
Max Drawdown (3Y)Largest decline over 3 years | -23.90% | -28.79% | +4.89% |
Max Drawdown (5Y)Largest decline over 5 years | -31.90% | -28.79% | -3.11% |
Max Drawdown (10Y)Largest decline over 10 years | -39.71% | — | — |
Current DrawdownCurrent decline from peak | -3.40% | 0.00% | -3.40% |
Average DrawdownAverage peak-to-trough decline | -8.71% | -7.78% | -0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 2.51% | +0.23% |
Volatility
JATTX vs. AVUV - Volatility Comparison
Janus Henderson Triton Fund Class T (JATTX) has a higher volatility of 3.35% compared to Avantis US Small Cap Value ETF (AVUV) at 3.08%. This indicates that JATTX's price experiences larger fluctuations and is considered to be riskier than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JATTX | AVUV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 3.08% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 13.33% | 10.58% | +2.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.78% | 16.77% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.70% | 22.41% | -2.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.56% | 28.02% | -7.46% |
JATTX vs. AVUV - Expense Ratio Comparison
JATTX has a 0.91% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Dividends
JATTX vs. AVUV - Dividend Comparison
JATTX's dividend yield for the trailing twelve months is around 10.14%, more than AVUV's 1.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 1.23% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
JATTX Janus Henderson Triton Fund Class T | 10.14% | 11.54% | 7.74% | 7.29% | 6.35% | 20.71% | 4.17% | 4.30% | 7.56% | 5.11% | 2.83% | 7.89% |
Frequently Asked Questions
JATTX and AVUV have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JATTX has higher volatility (3.35%) compared to AVUV (3.08%). In terms of maximum drawdown, JATTX dropped -57.77% vs AVUV's -49.42%.
AVUV currently has the higher Sharpe Ratio (2.56 vs 1.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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