JNSGX vs. VOO
Compare and contrast key facts about Janus Henderson Global Allocation Fund - Growth (JNSGX) and Vanguard S&P 500 ETF (VOO).
JNSGX is managed by Janus Henderson. It was launched on Dec 29, 2005. 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: JNSGX or VOO.
Correlation
The correlation between JNSGX and VOO 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. VOO - Performance Comparison
Key characteristics
JNSGX:
0.52
VOO:
1.81
JNSGX:
0.69
VOO:
2.44
JNSGX:
1.12
VOO:
1.33
JNSGX:
0.30
VOO:
2.74
JNSGX:
1.90
VOO:
11.43
JNSGX:
3.36%
VOO:
2.02%
JNSGX:
12.43%
VOO:
12.77%
JNSGX:
-34.83%
VOO:
-33.99%
JNSGX:
-15.69%
VOO:
-0.72%
Returns By Period
The year-to-date returns for both investments are quite close, with JNSGX having a 3.24% return and VOO slightly higher at 3.31%. Over the past 10 years, JNSGX has underperformed VOO with an annualized return of 0.78%, while VOO has yielded a comparatively higher 13.25% annualized return.
JNSGX
3.24%
4.62%
-1.02%
5.81%
0.52%
0.78%
VOO
3.31%
4.26%
12.44%
22.48%
14.26%
13.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JNSGX vs. VOO - Expense Ratio Comparison
JNSGX has a 0.26% expense ratio, which is higher than VOO'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. VOO — Risk-Adjusted Performance Rank
JNSGX
VOO
JNSGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Allocation Fund - Growth (JNSGX) 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
JNSGX vs. VOO - Dividend Comparison
JNSGX's dividend yield for the trailing twelve months is around 2.11%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNSGX Janus Henderson Global Allocation Fund - Growth | 2.11% | 2.18% | 1.46% | 1.08% | 3.63% | 1.35% | 1.42% | 1.49% | 2.07% | 1.34% | 1.22% | 2.22% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
JNSGX vs. VOO - Drawdown Comparison
The maximum JNSGX drawdown since its inception was -34.83%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JNSGX and VOO. For additional features, visit the drawdowns tool.
Volatility
JNSGX vs. VOO - Volatility Comparison
The current volatility for Janus Henderson Global Allocation Fund - Growth (JNSGX) is 2.57%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.40%. This indicates that JNSGX 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.