JRE vs. VGT
Compare and contrast key facts about Janus Henderson U.S. Real Estate ETF (JRE) and Vanguard Information Technology ETF (VGT).
JRE and VGT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JRE is an actively managed fund by Janus Henderson. It was launched on Jun 22, 2021. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JRE or VGT.
Key characteristics
| JRE | VGT | |
|---|---|---|
| YTD Return | -5.92% | 6.59% |
| 1Y Return | -1.69% | 34.16% |
| 3Y Return (Ann) | 1.84% | 12.30% |
| 5Y Return (Ann) | 1.84% | 21.26% |
| 10Y Return (Ann) | 1.84% | 20.45% |
| Sharpe Ratio | -0.03 | 1.87 |
| Daily Std Dev | 17.74% | 18.32% |
| Max Drawdown | -41.30% | -54.63% |
| Current Drawdown | -21.68% | -2.69% |
Correlation
The correlation between JRE and VGT is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
JRE vs. VGT - Performance Comparison
In the year-to-date period, JRE achieves a -5.92% return, which is significantly lower than VGT's 6.59% return. Over the past 10 years, JRE has underperformed VGT with an annualized return of 1.84%, while VGT has yielded a comparatively higher 20.45% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JRE vs. VGT - Expense Ratio Comparison
JRE has a 0.65% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
JRE vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson U.S. Real Estate ETF (JRE) and Vanguard Information Technology ETF (VGT). 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
JRE vs. VGT - Dividend Comparison
JRE's dividend yield for the trailing twelve months is around 2.99%, more than VGT's 0.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRE Janus Henderson U.S. Real Estate ETF | 2.99% | 2.77% | 2.87% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.70% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
JRE vs. VGT - Drawdown Comparison
The maximum JRE drawdown since its inception was -41.30%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for JRE and VGT. For additional features, visit the drawdowns tool.
Volatility
JRE vs. VGT - Volatility Comparison
The current volatility for Janus Henderson U.S. Real Estate ETF (JRE) is 5.52%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.01%. This indicates that JRE experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.