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
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Key characteristics
JFNAX:
-0.76
VOO:
0.72
JFNAX:
-0.96
VOO:
1.15
JFNAX:
0.88
VOO:
1.17
JFNAX:
-0.54
VOO:
0.77
JFNAX:
-1.21
VOO:
2.94
JFNAX:
11.30%
VOO:
4.87%
JFNAX:
17.58%
VOO:
19.40%
JFNAX:
-36.53%
VOO:
-33.99%
JFNAX:
-23.11%
VOO:
-3.85%
Returns By Period
In the year-to-date period, JFNAX achieves a -6.57% return, which is significantly lower than VOO's 0.59% return. Over the past 10 years, JFNAX has underperformed VOO with an annualized return of 0.50%, while VOO has yielded a comparatively higher 12.75% annualized return.
JFNAX
-6.57%
-1.51%
-18.64%
-13.28%
1.41%
0.50%
VOO
0.59%
9.01%
-0.97%
13.78%
17.33%
12.75%
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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.
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Dividends
JFNAX vs. VOO - Dividend Comparison
JFNAX's dividend yield for the trailing twelve months is around 0.14%, less than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFNAX Janus Henderson Global Life Sciences Fund Class A | 0.14% | 0.13% | 0.05% | 0.07% | 1.12% | 0.94% | 0.67% | 0.00% | 0.13% | 0.06% | 0.27% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 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.
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Volatility
JFNAX vs. VOO - Volatility Comparison
Janus Henderson Global Life Sciences Fund Class A (JFNAX) has a higher volatility of 7.21% compared to Vanguard S&P 500 ETF (VOO) at 6.20%. This indicates that JFNAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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