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.
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.
Performance
JNGIX vs. VOO - Performance Comparison
Key characteristics
JNGIX:
0.03
VOO:
1.76
JNGIX:
0.14
VOO:
2.37
JNGIX:
1.03
VOO:
1.32
JNGIX:
0.04
VOO:
2.66
JNGIX:
0.09
VOO:
11.10
JNGIX:
6.01%
VOO:
2.02%
JNGIX:
17.41%
VOO:
12.79%
JNGIX:
-35.48%
VOO:
-33.99%
JNGIX:
-12.32%
VOO:
-2.11%
Returns By Period
In the year-to-date period, JNGIX achieves a 3.11% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, JNGIX has underperformed VOO with an annualized return of 5.30%, while VOO has yielded a comparatively higher 13.05% annualized return.
JNGIX
3.11%
-1.41%
-6.53%
-1.36%
4.78%
5.30%
VOO
2.40%
-1.60%
7.47%
19.76%
15.07%
13.05%
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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.
Dividends
JNGIX vs. VOO - Dividend Comparison
JNGIX's dividend yield for the trailing twelve months is around 1.05%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNGIX Janus Henderson Growth And Income Fund | 1.05% | 1.08% | 1.16% | 1.28% | 0.81% | 1.34% | 1.77% | 2.06% | 1.77% | 2.37% | 2.03% | 2.08% |
VOO Vanguard S&P 500 ETF | 1.22% | 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. For additional features, visit the drawdowns tool.
Volatility
JNGIX vs. VOO - Volatility Comparison
Janus Henderson Growth And Income Fund (JNGIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.41% and 3.38%, 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.