THQ vs. JBBB
Compare and contrast key facts about Abrdn Healthcare Opportunities Fund (THQ) and Janus Henderson B-BBB CLO ETF (JBBB).
THQ is managed by abrdn. It was launched on Jul 29, 2014. JBBB is an actively managed fund by Janus Henderson. It was launched on Jan 11, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: THQ or JBBB.
Correlation
The correlation between THQ and JBBB is 0.11, 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
THQ vs. JBBB - Performance Comparison
Key characteristics
THQ:
0.50
JBBB:
1.31
THQ:
0.77
JBBB:
1.75
THQ:
1.11
JBBB:
1.39
THQ:
0.58
JBBB:
1.37
THQ:
1.53
JBBB:
6.74
THQ:
6.45%
JBBB:
0.89%
THQ:
19.84%
JBBB:
4.56%
THQ:
-39.34%
JBBB:
-10.79%
THQ:
-9.97%
JBBB:
-1.87%
Returns By Period
In the year-to-date period, THQ achieves a 4.89% return, which is significantly higher than JBBB's -0.61% return.
THQ
4.89%
-5.00%
-5.96%
10.03%
8.72%
7.26%
JBBB
-0.61%
-1.19%
1.34%
5.84%
N/A
N/A
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THQ vs. JBBB - Expense Ratio Comparison
THQ has a 1.47% expense ratio, which is higher than JBBB's 0.49% expense ratio.
Risk-Adjusted Performance
THQ vs. JBBB — Risk-Adjusted Performance Rank
THQ
JBBB
THQ vs. JBBB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Abrdn Healthcare Opportunities Fund (THQ) and Janus Henderson B-BBB CLO ETF (JBBB). 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
THQ vs. JBBB - Dividend Comparison
THQ's dividend yield for the trailing twelve months is around 11.31%, more than JBBB's 7.86% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
THQ Abrdn Healthcare Opportunities Fund | 11.31% | 11.09% | 7.45% | 6.81% | 5.27% | 6.62% | 7.08% | 8.05% | 7.71% | 8.70% | 9.50% | 2.24% |
JBBB Janus Henderson B-BBB CLO ETF | 7.86% | 7.65% | 8.10% | 5.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
THQ vs. JBBB - Drawdown Comparison
The maximum THQ drawdown since its inception was -39.34%, which is greater than JBBB's maximum drawdown of -10.79%. Use the drawdown chart below to compare losses from any high point for THQ and JBBB. For additional features, visit the drawdowns tool.
Volatility
THQ vs. JBBB - Volatility Comparison
Abrdn Healthcare Opportunities Fund (THQ) has a higher volatility of 12.37% compared to Janus Henderson B-BBB CLO ETF (JBBB) at 3.89%. This indicates that THQ's price experiences larger fluctuations and is considered to be riskier than JBBB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.