JAWGX vs. SPLG
Compare and contrast key facts about Janus Henderson VIT Global Research Portfolio (JAWGX) and SPDR Portfolio S&P 500 ETF (SPLG).
JAWGX is managed by Janus Henderson. It was launched on Sep 12, 1993. SPLG is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Nov 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JAWGX or SPLG.
Correlation
The correlation between JAWGX and SPLG is 0.82, 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
JAWGX vs. SPLG - Performance Comparison
Key characteristics
JAWGX:
1.42
SPLG:
1.82
JAWGX:
1.91
SPLG:
2.45
JAWGX:
1.26
SPLG:
1.33
JAWGX:
1.97
SPLG:
2.74
JAWGX:
8.35
SPLG:
11.36
JAWGX:
2.36%
SPLG:
2.03%
JAWGX:
13.84%
SPLG:
12.70%
JAWGX:
-69.93%
SPLG:
-54.52%
JAWGX:
-0.31%
SPLG:
-0.74%
Returns By Period
In the year-to-date period, JAWGX achieves a 5.45% return, which is significantly higher than SPLG's 3.28% return. Over the past 10 years, JAWGX has underperformed SPLG with an annualized return of 6.89%, while SPLG has yielded a comparatively higher 13.26% annualized return.
JAWGX
5.45%
5.76%
13.05%
19.06%
6.22%
6.89%
SPLG
3.28%
4.25%
12.41%
22.48%
14.27%
13.26%
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JAWGX vs. SPLG - Expense Ratio Comparison
JAWGX has a 0.64% expense ratio, which is higher than SPLG's 0.03% expense ratio.
Risk-Adjusted Performance
JAWGX vs. SPLG — Risk-Adjusted Performance Rank
JAWGX
SPLG
JAWGX vs. SPLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson VIT Global Research Portfolio (JAWGX) and SPDR Portfolio S&P 500 ETF (SPLG). 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
JAWGX vs. SPLG - Dividend Comparison
JAWGX's dividend yield for the trailing twelve months is around 0.69%, less than SPLG's 1.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAWGX Janus Henderson VIT Global Research Portfolio | 0.69% | 0.73% | 1.13% | 1.20% | 0.51% | 0.64% | 0.95% | 1.27% | 0.75% | 1.07% | 0.70% | 1.06% |
SPLG SPDR Portfolio S&P 500 ETF | 1.24% | 1.28% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% |
Drawdowns
JAWGX vs. SPLG - Drawdown Comparison
The maximum JAWGX drawdown since its inception was -69.93%, which is greater than SPLG's maximum drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for JAWGX and SPLG. For additional features, visit the drawdowns tool.
Volatility
JAWGX vs. SPLG - Volatility Comparison
Janus Henderson VIT Global Research Portfolio (JAWGX) has a higher volatility of 4.04% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 3.38%. This indicates that JAWGX's price experiences larger fluctuations and is considered to be riskier than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.