JNSGX vs. VUSA.DE
Compare and contrast key facts about Janus Henderson Global Allocation Fund - Growth (JNSGX) and Vanguard S&P 500 UCITS ETF (VUSA.DE).
JNSGX is managed by Janus Henderson. It was launched on Dec 29, 2005. VUSA.DE is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 22, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNSGX or VUSA.DE.
Correlation
The correlation between JNSGX and VUSA.DE is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JNSGX vs. VUSA.DE - Performance Comparison
Key characteristics
JNSGX:
0.49
VUSA.DE:
2.16
JNSGX:
0.66
VUSA.DE:
2.98
JNSGX:
1.11
VUSA.DE:
1.43
JNSGX:
0.30
VUSA.DE:
3.29
JNSGX:
1.72
VUSA.DE:
14.24
JNSGX:
3.50%
VUSA.DE:
1.91%
JNSGX:
12.39%
VUSA.DE:
12.64%
JNSGX:
-34.83%
VUSA.DE:
-33.63%
JNSGX:
-15.32%
VUSA.DE:
-0.27%
Returns By Period
The year-to-date returns for both stocks are quite close, with JNSGX having a 3.71% return and VUSA.DE slightly lower at 3.58%. Over the past 10 years, JNSGX has underperformed VUSA.DE with an annualized return of 0.71%, while VUSA.DE has yielded a comparatively higher 16.26% annualized return.
JNSGX
3.71%
1.28%
-3.52%
4.75%
0.82%
0.71%
VUSA.DE
3.58%
0.22%
16.46%
25.76%
15.12%
16.26%
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JNSGX vs. VUSA.DE - Expense Ratio Comparison
JNSGX has a 0.26% expense ratio, which is higher than VUSA.DE's 0.07% 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. VUSA.DE — Risk-Adjusted Performance Rank
JNSGX
VUSA.DE
JNSGX vs. VUSA.DE - 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 UCITS ETF (VUSA.DE). 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. VUSA.DE - Dividend Comparison
JNSGX's dividend yield for the trailing twelve months is around 2.10%, more than VUSA.DE's 0.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNSGX Janus Henderson Global Allocation Fund - Growth | 2.10% | 2.18% | 1.46% | 1.08% | 3.63% | 1.35% | 1.42% | 1.49% | 2.07% | 1.34% | 1.22% | 2.22% |
VUSA.DE Vanguard S&P 500 UCITS ETF | 0.50% | 0.52% | 1.35% | 1.53% | 1.21% | 1.65% | 2.34% | 3.76% | 2.26% | 1.78% | 2.00% | 0.00% |
Drawdowns
JNSGX vs. VUSA.DE - Drawdown Comparison
The maximum JNSGX drawdown since its inception was -34.83%, roughly equal to the maximum VUSA.DE drawdown of -33.63%. Use the drawdown chart below to compare losses from any high point for JNSGX and VUSA.DE. For additional features, visit the drawdowns tool.
Volatility
JNSGX vs. VUSA.DE - Volatility Comparison
The current volatility for Janus Henderson Global Allocation Fund - Growth (JNSGX) is 2.47%, while Vanguard S&P 500 UCITS ETF (VUSA.DE) has a volatility of 3.12%. This indicates that JNSGX experiences smaller price fluctuations and is considered to be less risky than VUSA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.