JFNAX vs. VOO
Compare and contrast key facts about Janus Henderson Global Life Sciences Fund Class A (JFNAX) and Vanguard S&P 500 ETF (VOO).
JFNAX is managed by Janus Henderson. It was launched on Dec 31, 1998. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JFNAX or VOO.
Correlation
The correlation between JFNAX and VOO is 0.73, 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. VOO - Performance Comparison
Key characteristics
JFNAX:
-0.11
VOO:
2.21
JFNAX:
-0.06
VOO:
2.93
JFNAX:
0.99
VOO:
1.41
JFNAX:
-0.08
VOO:
3.35
JFNAX:
-0.24
VOO:
14.09
JFNAX:
6.41%
VOO:
2.01%
JFNAX:
13.75%
VOO:
12.78%
JFNAX:
-36.53%
VOO:
-33.99%
JFNAX:
-16.09%
VOO:
-0.46%
Returns By Period
In the year-to-date period, JFNAX achieves a 1.96% return, which is significantly lower than VOO's 2.90% return. Over the past 10 years, JFNAX has underperformed VOO with an annualized return of 2.48%, while VOO has yielded a comparatively higher 13.46% annualized return.
JFNAX
1.96%
1.75%
-12.42%
-2.47%
2.64%
2.48%
VOO
2.90%
2.05%
9.63%
26.44%
14.54%
13.46%
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JFNAX vs. VOO - Expense Ratio Comparison
JFNAX has a 0.98% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JFNAX vs. VOO — Risk-Adjusted Performance Rank
JFNAX
VOO
JFNAX vs. VOO - 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 S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
JFNAX's dividend yield for the trailing twelve months is around 0.13%, less than VOO's 1.21% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
JFNAX vs. VOO - Drawdown Comparison
The maximum JFNAX drawdown since its inception was -36.53%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JFNAX and VOO. For additional features, visit the drawdowns tool.
Volatility
JFNAX vs. VOO - Volatility Comparison
The current volatility for Janus Henderson Global Life Sciences Fund Class A (JFNAX) is 4.67%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.12%. This indicates that JFNAX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.