JFNAX vs. IBB
Compare and contrast key facts about Janus Henderson Global Life Sciences Fund Class A (JFNAX) and iShares Nasdaq Biotechnology ETF (IBB).
JFNAX is managed by Janus Henderson. It was launched on Dec 31, 1998. IBB is a passively managed fund by iShares that tracks the performance of the NASDAQ Biotechnology Index. It was launched on Feb 5, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JFNAX or IBB.
Correlation
The correlation between JFNAX and IBB is 0.90, 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
JFNAX vs. IBB - Performance Comparison
Key characteristics
JFNAX:
-0.41
IBB:
-0.21
JFNAX:
-0.46
IBB:
-0.17
JFNAX:
0.94
IBB:
0.98
JFNAX:
-0.31
IBB:
-0.13
JFNAX:
-0.92
IBB:
-0.72
JFNAX:
6.04%
IBB:
5.05%
JFNAX:
13.56%
IBB:
17.38%
JFNAX:
-36.53%
IBB:
-62.85%
JFNAX:
-18.22%
IBB:
-24.60%
Returns By Period
In the year-to-date period, JFNAX achieves a -0.62% return, which is significantly lower than IBB's -0.48% return. Both investments have delivered pretty close results over the past 10 years, with JFNAX having a 2.34% annualized return and IBB not far ahead at 2.42%.
JFNAX
-0.62%
-3.38%
-15.88%
-5.30%
1.98%
2.34%
IBB
-0.48%
-3.65%
-10.90%
-3.79%
1.74%
2.42%
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JFNAX vs. IBB - Expense Ratio Comparison
JFNAX has a 0.98% expense ratio, which is higher than IBB's 0.47% expense ratio.
Risk-Adjusted Performance
JFNAX vs. IBB — Risk-Adjusted Performance Rank
JFNAX
IBB
JFNAX vs. IBB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Life Sciences Fund Class A (JFNAX) and iShares Nasdaq Biotechnology ETF (IBB). 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
JFNAX vs. IBB - Dividend Comparison
JFNAX's dividend yield for the trailing twelve months is around 0.13%, less than IBB's 0.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFNAX Janus Henderson Global Life Sciences Fund Class A | 0.13% | 0.13% | 0.05% | 0.07% | 1.12% | 0.94% | 0.67% | 0.00% | 0.13% | 0.06% | 0.27% | 0.00% |
IBB iShares Nasdaq Biotechnology ETF | 0.29% | 0.29% | 0.26% | 0.31% | 0.21% | 0.20% | 0.17% | 0.19% | 0.30% | 0.19% | 0.03% | 0.15% |
Drawdowns
JFNAX vs. IBB - Drawdown Comparison
The maximum JFNAX drawdown since its inception was -36.53%, smaller than the maximum IBB drawdown of -62.85%. Use the drawdown chart below to compare losses from any high point for JFNAX and IBB. For additional features, visit the drawdowns tool.
Volatility
JFNAX vs. IBB - Volatility Comparison
The current volatility for Janus Henderson Global Life Sciences Fund Class A (JFNAX) is 4.12%, while iShares Nasdaq Biotechnology ETF (IBB) has a volatility of 5.83%. This indicates that JFNAX experiences smaller price fluctuations and is considered to be less risky than IBB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.