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.
Performance
JNGIX vs. VOO - Performance Comparison
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JNGIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JNGIX Janus Henderson Growth And Income Fund | -7.39% | 20.07% | 15.26% | 18.06% | -14.27% | 28.97% | 10.35% | 27.14% | -1.96% | 24.20% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, JNGIX achieves a -7.39% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, JNGIX has underperformed VOO with an annualized return of 12.08%, while VOO has yielded a comparatively higher 14.05% annualized return.
JNGIX
- 1D
- -0.52%
- 1M
- -8.95%
- YTD
- -7.39%
- 6M
- -5.00%
- 1Y
- 16.30%
- 3Y*
- 13.06%
- 5Y*
- 9.45%
- 10Y*
- 12.08%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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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.
Return for Risk
JNGIX vs. VOO — Risk / Return Rank
JNGIX
VOO
JNGIX vs. VOO - Risk-Adjusted Trends 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.
| JNGIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.98 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.50 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.53 | -0.29 |
Martin ratioReturn relative to average drawdown | 5.46 | 7.29 | -1.83 |
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
| JNGIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.98 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.70 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.78 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.83 | -0.38 |
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.
Dividends
JNGIX vs. VOO - Dividend Comparison
JNGIX's dividend yield for the trailing twelve months is around 15.99%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNGIX Janus Henderson Growth And Income Fund | 15.99% | 14.98% | 15.34% | 7.88% | 6.69% | 5.59% | 4.22% | 3.89% | 7.99% | 2.92% | 7.88% | 9.59% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
JNGIX vs. VOO - Drawdown Comparison
The maximum JNGIX drawdown since its inception was -63.66%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JNGIX and VOO.
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Drawdown Indicators
| JNGIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.66% | -33.99% | -29.67% |
Max Drawdown (1Y)Largest decline over 1 year | -11.77% | -11.98% | +0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -26.75% | -24.52% | -2.23% |
Max Drawdown (10Y)Largest decline over 10 years | -35.48% | -33.99% | -1.49% |
Current DrawdownCurrent decline from peak | -10.14% | -6.29% | -3.85% |
Average DrawdownAverage peak-to-trough decline | -15.50% | -3.72% | -11.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 2.52% | +0.16% |
Volatility
JNGIX vs. VOO - Volatility Comparison
The current volatility for Janus Henderson Growth And Income Fund (JNGIX) is 4.38%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that JNGIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JNGIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 5.29% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | 9.44% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.72% | 18.10% | +0.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.55% | 16.82% | +1.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.83% | 17.99% | +0.84% |