JNSGX vs. SCHX
Compare and contrast key facts about Janus Henderson Global Allocation Fund - Growth (JNSGX) and Schwab U.S. Large-Cap ETF (SCHX).
JNSGX is managed by Janus Henderson. It was launched on Dec 29, 2005. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNSGX or SCHX.
Correlation
The correlation between JNSGX and SCHX is 0.91, 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
JNSGX vs. SCHX - Performance Comparison
Key characteristics
JNSGX:
0.56
SCHX:
1.88
JNSGX:
0.74
SCHX:
2.52
JNSGX:
1.12
SCHX:
1.34
JNSGX:
0.33
SCHX:
2.86
JNSGX:
2.03
SCHX:
11.71
JNSGX:
3.40%
SCHX:
2.09%
JNSGX:
12.40%
SCHX:
12.93%
JNSGX:
-34.83%
SCHX:
-34.33%
JNSGX:
-14.81%
SCHX:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with JNSGX having a 4.32% return and SCHX slightly higher at 4.36%. Over the past 10 years, JNSGX has underperformed SCHX with an annualized return of 0.88%, while SCHX has yielded a comparatively higher 15.77% annualized return.
JNSGX
4.32%
5.30%
-1.34%
7.26%
0.73%
0.88%
SCHX
4.36%
4.72%
11.72%
25.04%
16.13%
15.77%
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JNSGX vs. SCHX - Expense Ratio Comparison
JNSGX has a 0.26% expense ratio, which is higher than SCHX's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
JNSGX vs. SCHX — Risk-Adjusted Performance Rank
JNSGX
SCHX
JNSGX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Allocation Fund - Growth (JNSGX) and Schwab U.S. Large-Cap ETF (SCHX). 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
JNSGX vs. SCHX - Dividend Comparison
JNSGX's dividend yield for the trailing twelve months is around 2.09%, more than SCHX's 1.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNSGX Janus Henderson Global Allocation Fund - Growth | 2.09% | 2.18% | 1.46% | 1.08% | 3.63% | 1.35% | 1.42% | 1.49% | 2.07% | 1.34% | 1.22% | 2.22% |
SCHX Schwab U.S. Large-Cap ETF | 1.74% | 1.81% | 2.19% | 2.47% | 3.05% | 3.11% | 5.47% | 3.49% | 4.35% | 2.61% | 4.21% | 4.42% |
Drawdowns
JNSGX vs. SCHX - Drawdown Comparison
The maximum JNSGX drawdown since its inception was -34.83%, roughly equal to the maximum SCHX drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for JNSGX and SCHX. For additional features, visit the drawdowns tool.
Volatility
JNSGX vs. SCHX - Volatility Comparison
The current volatility for Janus Henderson Global Allocation Fund - Growth (JNSGX) is 2.65%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 3.43%. This indicates that JNSGX experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.