JATTX vs. VBR
Compare and contrast key facts about Janus Henderson Triton Fund Class T (JATTX) and Vanguard Small-Cap Value ETF (VBR).
JATTX is managed by Janus Henderson. It was launched on Feb 25, 2005. VBR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Value 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: JATTX or VBR.
Correlation
The correlation between JATTX and VBR 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. VBR - Performance Comparison
Key characteristics
JATTX:
-0.12
VBR:
0.09
JATTX:
-0.02
VBR:
0.27
JATTX:
1.00
VBR:
1.04
JATTX:
-0.05
VBR:
0.07
JATTX:
-0.25
VBR:
0.23
JATTX:
10.42%
VBR:
7.74%
JATTX:
21.74%
VBR:
21.21%
JATTX:
-62.76%
VBR:
-62.01%
JATTX:
-41.58%
VBR:
-15.22%
Returns By Period
In the year-to-date period, JATTX achieves a -5.36% return, which is significantly higher than VBR's -7.55% return. Over the past 10 years, JATTX has underperformed VBR with an annualized return of -0.04%, while VBR has yielded a comparatively higher 7.53% annualized return.
JATTX
-5.36%
11.95%
-14.13%
-5.14%
-1.18%
-0.04%
VBR
-7.55%
7.63%
-8.99%
-0.20%
16.02%
7.53%
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JATTX vs. VBR - Expense Ratio Comparison
JATTX has a 0.91% expense ratio, which is higher than VBR's 0.07% expense ratio.
Risk-Adjusted Performance
JATTX vs. VBR — Risk-Adjusted Performance Rank
JATTX
VBR
JATTX vs. VBR - 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 Value ETF (VBR). 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. VBR - Dividend Comparison
JATTX's dividend yield for the trailing twelve months is around 8.18%, more than VBR's 2.32% 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% |
VBR Vanguard Small-Cap Value ETF | 2.32% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
Drawdowns
JATTX vs. VBR - Drawdown Comparison
The maximum JATTX drawdown since its inception was -62.76%, roughly equal to the maximum VBR drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for JATTX and VBR. For additional features, visit the drawdowns tool.
Volatility
JATTX vs. VBR - Volatility Comparison
Janus Henderson Triton Fund Class T (JATTX) and Vanguard Small-Cap Value ETF (VBR) have volatilities of 10.99% and 11.13%, 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.