JATTX vs. VB
Compare and contrast key facts about Janus Henderson Triton Fund Class T (JATTX) and Vanguard Small-Cap ETF (VB).
JATTX is managed by Janus Henderson. It was launched on Feb 25, 2005. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. 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: JATTX or VB.
Correlation
The correlation between JATTX and VB is 0.86, 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
JATTX vs. VB - Performance Comparison
Key characteristics
JATTX:
-0.12
VB:
0.12
JATTX:
-0.02
VB:
0.33
JATTX:
1.00
VB:
1.04
JATTX:
-0.05
VB:
0.10
JATTX:
-0.25
VB:
0.33
JATTX:
10.42%
VB:
7.91%
JATTX:
21.74%
VB:
22.42%
JATTX:
-62.76%
VB:
-59.57%
JATTX:
-41.58%
VB:
-15.56%
Returns By Period
In the year-to-date period, JATTX achieves a -5.36% return, which is significantly higher than VB's -8.41% return. Over the past 10 years, JATTX has underperformed VB with an annualized return of -0.04%, while VB has yielded a comparatively higher 7.71% annualized return.
JATTX
-5.36%
11.95%
-14.13%
-5.14%
-1.18%
-0.04%
VB
-8.41%
9.15%
-8.28%
0.29%
12.54%
7.71%
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JATTX vs. VB - Expense Ratio Comparison
JATTX has a 0.91% expense ratio, which is higher than VB's 0.05% expense ratio.
Risk-Adjusted Performance
JATTX vs. VB — Risk-Adjusted Performance Rank
JATTX
VB
JATTX vs. VB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Triton Fund Class T (JATTX) and Vanguard Small-Cap ETF (VB). 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
JATTX vs. VB - Dividend Comparison
JATTX's dividend yield for the trailing twelve months is around 8.18%, more than VB's 1.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JATTX Janus Henderson Triton Fund Class T | 8.18% | 7.74% | 7.29% | 6.35% | 20.71% | 4.17% | 4.30% | 7.56% | 5.11% | 2.83% | 7.89% | 10.12% |
VB Vanguard Small-Cap ETF | 1.54% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% |
Drawdowns
JATTX vs. VB - Drawdown Comparison
The maximum JATTX drawdown since its inception was -62.76%, which is greater than VB's maximum drawdown of -59.57%. Use the drawdown chart below to compare losses from any high point for JATTX and VB. For additional features, visit the drawdowns tool.
Volatility
JATTX vs. VB - Volatility Comparison
The current volatility for Janus Henderson Triton Fund Class T (JATTX) is 10.99%, while Vanguard Small-Cap ETF (VB) has a volatility of 11.96%. This indicates that JATTX experiences smaller price fluctuations and is considered to be less risky than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.