Correlation
The correlation between JNGIX and VOO is 0.96, 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.
JNGIX vs. VOO
Compare and contrast key facts about Janus Henderson Growth And Income Fund (JNGIX) and Vanguard S&P 500 ETF (VOO).
JNGIX is managed by Janus Henderson. It was launched on May 15, 1991. 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: JNGIX or VOO.
Performance
JNGIX vs. VOO - Performance Comparison
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Key characteristics
JNGIX:
-0.01
VOO:
0.74
JNGIX:
0.06
VOO:
1.04
JNGIX:
1.01
VOO:
1.15
JNGIX:
-0.06
VOO:
0.68
JNGIX:
-0.15
VOO:
2.58
JNGIX:
10.96%
VOO:
4.93%
JNGIX:
23.31%
VOO:
19.54%
JNGIX:
-35.48%
VOO:
-33.99%
JNGIX:
-12.29%
VOO:
-3.55%
Returns By Period
In the year-to-date period, JNGIX achieves a 3.15% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, JNGIX has underperformed VOO with an annualized return of 5.35%, while VOO has yielded a comparatively higher 12.81% annualized return.
JNGIX
3.15%
6.71%
-11.58%
-0.82%
2.38%
6.82%
5.35%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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JNGIX vs. VOO - Expense Ratio Comparison
JNGIX has a 0.75% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JNGIX vs. VOO — Risk-Adjusted Performance Rank
JNGIX
VOO
JNGIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Growth And Income Fund (JNGIX) 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
JNGIX vs. VOO - Dividend Comparison
JNGIX's dividend yield for the trailing twelve months is around 14.76%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNGIX Janus Henderson Growth And Income Fund | 14.76% | 15.34% | 7.88% | 6.69% | 5.59% | 4.23% | 3.77% | 7.99% | 3.50% | 8.89% | 10.57% | 2.72% |
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
JNGIX vs. VOO - Drawdown Comparison
The maximum JNGIX drawdown since its inception was -35.48%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JNGIX and VOO.
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Volatility
JNGIX vs. VOO - Volatility Comparison
Janus Henderson Growth And Income Fund (JNGIX) has a higher volatility of 5.13% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that JNGIX'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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