JGLTX vs. SWLGX
Compare and contrast key facts about Janus Henderson VIT Global Technology and Innovation Portfolio (JGLTX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
JGLTX is managed by Janus Henderson. It was launched on Jan 17, 2000. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JGLTX or SWLGX.
Correlation
The correlation between JGLTX and SWLGX is 0.95, 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
JGLTX vs. SWLGX - Performance Comparison
Key characteristics
JGLTX:
1.70
SWLGX:
2.10
JGLTX:
2.28
SWLGX:
2.71
JGLTX:
1.31
SWLGX:
1.38
JGLTX:
1.14
SWLGX:
2.75
JGLTX:
8.13
SWLGX:
10.70
JGLTX:
4.40%
SWLGX:
3.37%
JGLTX:
21.13%
SWLGX:
17.24%
JGLTX:
-79.71%
SWLGX:
-32.69%
JGLTX:
-3.62%
SWLGX:
-1.69%
Returns By Period
The year-to-date returns for both investments are quite close, with JGLTX having a 35.17% return and SWLGX slightly higher at 35.88%.
JGLTX
35.17%
1.12%
8.00%
35.68%
7.83%
9.83%
SWLGX
35.88%
3.91%
13.92%
36.03%
19.49%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JGLTX vs. SWLGX - Expense Ratio Comparison
JGLTX has a 0.72% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Risk-Adjusted Performance
JGLTX vs. SWLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson VIT Global Technology and Innovation Portfolio (JGLTX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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
JGLTX vs. SWLGX - Dividend Comparison
JGLTX has not paid dividends to shareholders, while SWLGX's dividend yield for the trailing twelve months is around 0.02%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
JGLTX Janus Henderson VIT Global Technology and Innovation Portfolio | 0.00% | 0.00% | 0.00% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.19% | 0.92% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.02% | 0.67% | 0.93% | 0.57% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
JGLTX vs. SWLGX - Drawdown Comparison
The maximum JGLTX drawdown since its inception was -79.71%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for JGLTX and SWLGX. For additional features, visit the drawdowns tool.
Volatility
JGLTX vs. SWLGX - Volatility Comparison
Janus Henderson VIT Global Technology and Innovation Portfolio (JGLTX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX) have volatilities of 4.98% and 5.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.