Correlation
The correlation between JNGTX and VOO is 0.87, 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.
JNGTX vs. VOO
Compare and contrast key facts about Janus Henderson Global Technology and Innovation Fund Class D (JNGTX) and Vanguard S&P 500 ETF (VOO).
JNGTX is managed by Janus Henderson. It was launched on Dec 31, 1998. 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: JNGTX or VOO.
Performance
JNGTX vs. VOO - Performance Comparison
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Key characteristics
JNGTX:
0.46
VOO:
0.74
JNGTX:
0.83
VOO:
1.04
JNGTX:
1.11
VOO:
1.15
JNGTX:
0.54
VOO:
0.68
JNGTX:
1.74
VOO:
2.58
JNGTX:
7.43%
VOO:
4.93%
JNGTX:
28.05%
VOO:
19.54%
JNGTX:
-46.46%
VOO:
-33.99%
JNGTX:
-1.63%
VOO:
-3.55%
Returns By Period
In the year-to-date period, JNGTX achieves a 3.51% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, JNGTX has outperformed VOO with an annualized return of 18.80%, while VOO has yielded a comparatively lower 12.81% annualized return.
JNGTX
3.51%
10.96%
2.15%
14.80%
23.30%
16.63%
18.80%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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JNGTX vs. VOO - Expense Ratio Comparison
JNGTX has a 0.79% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JNGTX vs. VOO — Risk-Adjusted Performance Rank
JNGTX
VOO
JNGTX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Technology and Innovation Fund Class D (JNGTX) 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
JNGTX vs. VOO - Dividend Comparison
JNGTX's dividend yield for the trailing twelve months is around 11.26%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNGTX Janus Henderson Global Technology and Innovation Fund Class D | 11.26% | 11.65% | 0.77% | 0.00% | 15.86% | 8.99% | 8.90% | 6.61% | 7.47% | 4.83% | 8.12% | 17.68% |
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
JNGTX vs. VOO - Drawdown Comparison
The maximum JNGTX drawdown since its inception was -46.46%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JNGTX and VOO.
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Volatility
JNGTX vs. VOO - Volatility Comparison
Janus Henderson Global Technology and Innovation Fund Class D (JNGTX) has a higher volatility of 5.93% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that JNGTX'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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