JFNAX vs. VGT
Compare and contrast key facts about Janus Henderson Global Life Sciences Fund Class A (JFNAX) and Vanguard Information Technology ETF (VGT).
JFNAX is managed by Janus Henderson. It was launched on Dec 31, 1998. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 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: JFNAX or VGT.
Correlation
The correlation between JFNAX and VGT is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JFNAX vs. VGT - Performance Comparison
Key characteristics
JFNAX:
0.18
VGT:
1.55
JFNAX:
0.33
VGT:
2.05
JFNAX:
1.04
VGT:
1.28
JFNAX:
0.14
VGT:
2.18
JFNAX:
0.56
VGT:
7.80
JFNAX:
4.56%
VGT:
4.26%
JFNAX:
13.70%
VGT:
21.45%
JFNAX:
-36.53%
VGT:
-54.63%
JFNAX:
-17.63%
VGT:
-2.41%
Returns By Period
In the year-to-date period, JFNAX achieves a -1.69% return, which is significantly lower than VGT's 31.34% return. Over the past 10 years, JFNAX has underperformed VGT with an annualized return of 2.92%, while VGT has yielded a comparatively higher 20.77% annualized return.
JFNAX
-1.69%
-9.33%
-10.67%
1.07%
2.41%
2.92%
VGT
31.34%
2.11%
9.77%
31.45%
22.00%
20.77%
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JFNAX vs. VGT - Expense Ratio Comparison
JFNAX has a 0.98% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
JFNAX vs. VGT - 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 Vanguard Information Technology ETF (VGT). 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. VGT - Dividend Comparison
JFNAX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.59%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFNAX Janus Henderson Global Life Sciences Fund Class A | 0.00% | 0.05% | 0.07% | 1.12% | 0.94% | 0.67% | 0.00% | 0.13% | 0.06% | 0.27% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.59% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
JFNAX vs. VGT - Drawdown Comparison
The maximum JFNAX drawdown since its inception was -36.53%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for JFNAX and VGT. For additional features, visit the drawdowns tool.
Volatility
JFNAX vs. VGT - Volatility Comparison
Janus Henderson Global Life Sciences Fund Class A (JFNAX) has a higher volatility of 6.10% compared to Vanguard Information Technology ETF (VGT) at 5.62%. This indicates that JFNAX's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.