JNRFX vs. VOOG
Compare and contrast key facts about Janus Henderson Research Fund (JNRFX) and Vanguard S&P 500 Growth ETF (VOOG).
JNRFX is managed by Janus Henderson. It was launched on May 3, 1993. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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: JNRFX or VOOG.
Correlation
The correlation between JNRFX and VOOG 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
JNRFX vs. VOOG - Performance Comparison
Key characteristics
JNRFX:
1.83
VOOG:
2.34
JNRFX:
2.40
VOOG:
2.99
JNRFX:
1.33
VOOG:
1.42
JNRFX:
1.74
VOOG:
3.19
JNRFX:
9.45
VOOG:
12.65
JNRFX:
3.55%
VOOG:
3.25%
JNRFX:
18.29%
VOOG:
17.54%
JNRFX:
-43.98%
VOOG:
-32.73%
JNRFX:
-4.35%
VOOG:
-0.07%
Returns By Period
In the year-to-date period, JNRFX achieves a 33.09% return, which is significantly lower than VOOG's 40.94% return. Over the past 10 years, JNRFX has underperformed VOOG with an annualized return of 7.47%, while VOOG has yielded a comparatively higher 15.40% annualized return.
JNRFX
33.09%
-0.47%
6.19%
33.55%
11.97%
7.47%
VOOG
40.94%
5.91%
13.96%
41.05%
17.78%
15.40%
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JNRFX vs. VOOG - Expense Ratio Comparison
JNRFX has a 0.66% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
JNRFX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Research Fund (JNRFX) and Vanguard S&P 500 Growth ETF (VOOG). 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
JNRFX vs. VOOG - Dividend Comparison
JNRFX has not paid dividends to shareholders, while VOOG's dividend yield for the trailing twelve months is around 0.47%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Janus Henderson Research Fund | 0.00% | 0.05% | 0.19% | 0.00% | 0.11% | 0.86% | 0.36% | 0.42% | 0.29% | 0.45% | 0.38% | 0.44% |
Vanguard S&P 500 Growth ETF | 0.47% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
JNRFX vs. VOOG - Drawdown Comparison
The maximum JNRFX drawdown since its inception was -43.98%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for JNRFX and VOOG. For additional features, visit the drawdowns tool.
Volatility
JNRFX vs. VOOG - Volatility Comparison
Janus Henderson Research Fund (JNRFX) has a higher volatility of 6.85% compared to Vanguard S&P 500 Growth ETF (VOOG) at 4.97%. This indicates that JNRFX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.