JGLTX vs. XLG
Compare and contrast key facts about Janus Henderson VIT Global Technology and Innovation Portfolio (JGLTX) and Invesco S&P 500 Top 50 ETF (XLG).
JGLTX is managed by Janus Henderson. It was launched on Jan 17, 2000. XLG is a passively managed fund by Invesco that tracks the performance of the S&P 500 Top 50 Index. It was launched on May 4, 2005.
Performance
JGLTX vs. XLG - Performance Comparison
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JGLTX vs. XLG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JGLTX Janus Henderson VIT Global Technology and Innovation Portfolio | -7.02% | 25.19% | 32.10% | 54.55% | -36.42% | 18.28% | 50.42% | 45.29% | 1.17% | 45.17% |
XLG Invesco S&P 500 Top 50 ETF | -7.18% | 19.51% | 33.49% | 38.16% | -24.29% | 30.77% | 24.15% | 32.04% | -3.59% | 23.04% |
Returns By Period
The year-to-date returns for both stocks are quite close, with JGLTX having a -7.02% return and XLG slightly lower at -7.18%. Over the past 10 years, JGLTX has outperformed XLG with an annualized return of 20.70%, while XLG has yielded a comparatively lower 15.72% annualized return.
JGLTX
- 1D
- 3.97%
- 1M
- -7.40%
- YTD
- -7.02%
- 6M
- -6.55%
- 1Y
- 27.79%
- 3Y*
- 24.91%
- 5Y*
- 11.25%
- 10Y*
- 20.70%
XLG
- 1D
- 0.70%
- 1M
- -3.74%
- YTD
- -7.18%
- 6M
- -4.55%
- 1Y
- 19.62%
- 3Y*
- 21.92%
- 5Y*
- 13.96%
- 10Y*
- 15.72%
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JGLTX vs. XLG - Expense Ratio Comparison
JGLTX has a 0.72% expense ratio, which is higher than XLG's 0.20% expense ratio.
Return for Risk
JGLTX vs. XLG — Risk / Return Rank
JGLTX
XLG
JGLTX vs. XLG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson VIT Global Technology and Innovation Portfolio (JGLTX) and Invesco S&P 500 Top 50 ETF (XLG). 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.
| JGLTX | XLG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.99 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.54 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.63 | +0.18 |
Martin ratioReturn relative to average drawdown | 6.15 | 5.71 | +0.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JGLTX | XLG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.99 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.75 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.84 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.59 | -0.29 |
Correlation
The correlation between JGLTX and XLG is 0.86, 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.
Dividends
JGLTX vs. XLG - Dividend Comparison
JGLTX's dividend yield for the trailing twelve months is around 9.66%, more than XLG's 0.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGLTX Janus Henderson VIT Global Technology and Innovation Portfolio | 9.66% | 8.98% | 0.00% | 0.00% | 26.96% | 14.48% | 7.71% | 6.81% | 4.95% | 5.68% | 3.71% | 16.11% |
XLG Invesco S&P 500 Top 50 ETF | 0.70% | 0.64% | 0.72% | 0.97% | 1.34% | 0.94% | 1.25% | 1.58% | 2.00% | 1.85% | 2.00% | 2.09% |
Drawdowns
JGLTX vs. XLG - Drawdown Comparison
The maximum JGLTX drawdown since its inception was -81.78%, which is greater than XLG's maximum drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for JGLTX and XLG.
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Drawdown Indicators
| JGLTX | XLG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.78% | -52.39% | -29.39% |
Max Drawdown (1Y)Largest decline over 1 year | -15.81% | -12.41% | -3.40% |
Max Drawdown (5Y)Largest decline over 5 years | -45.18% | -28.02% | -17.16% |
Max Drawdown (10Y)Largest decline over 10 years | -45.18% | -30.46% | -14.72% |
Current DrawdownCurrent decline from peak | -12.47% | -8.93% | -3.54% |
Average DrawdownAverage peak-to-trough decline | -36.82% | -7.69% | -29.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 3.54% | +1.11% |
Volatility
JGLTX vs. XLG - Volatility Comparison
Janus Henderson VIT Global Technology and Innovation Portfolio (JGLTX) has a higher volatility of 8.22% compared to Invesco S&P 500 Top 50 ETF (XLG) at 5.82%. This indicates that JGLTX's price experiences larger fluctuations and is considered to be riskier than XLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JGLTX | XLG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.22% | 5.82% | +2.40% |
Volatility (6M)Calculated over the trailing 6-month period | 16.11% | 10.65% | +5.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.28% | 19.97% | +5.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.93% | 18.68% | +7.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.31% | 18.81% | +5.50% |