VB vs. JATTX

Last updated Jun 24, 2026

VB (Vanguard Small-Cap ETF) and JATTX (Janus Henderson Triton Fund Class T) are both funds - VB is a Small Cap Blend Equities fund tracking the CRSP US Small Cap Index, while JATTX is a Small Cap Growth Equities fund managed by Janus Henderson. Over the past 10 years, VB returned 11.70%/yr vs 10.88%/yr for JATTX. Their correlation of 0.95 suggests significant overlap in exposure. VB charges 0.05%/yr vs 0.91%/yr for JATTX.

Performance

VB vs. JATTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Small-Cap ETF (VB) and Janus Henderson Triton Fund Class T (JATTX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with VB having a 14.80% return and JATTX slightly higher at 15.03%. Over the past 10 years, VB has outperformed JATTX with an annualized return of 11.70%, while JATTX has yielded a comparatively lower 10.88% annualized return.

VB

• 1D: -0.76%
• 1M: 2.05%
• YTD: 14.80%
• 6M: 12.69%
• 1Y: 28.03%
• 3Y*: 17.24%
• 5Y*: 6.99%
• 10Y*: 11.70%

JATTX

• 1D: 1.16%
• 1M: 3.76%
• YTD: 15.03%
• 6M: 12.83%
• 1Y: 26.58%
• 3Y*: 14.29%
• 5Y*: 4.26%
• 10Y*: 10.88%

*Multi-year figures are annualized to reflect compound growth (CAGR)

VB vs. JATTX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VB Vanguard Small-Cap ETF	14.80%	8.87%	14.17%	18.22%	-17.51%	17.57%	19.19%	27.34%	-9.34%	16.26%
JATTX Janus Henderson Triton Fund Class T	15.03%	9.54%	10.30%	14.52%	-23.75%	6.63%	28.41%	28.30%	-5.25%	26.90%

Correlation

The correlation between VB and JATTX is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.93
Correlation (3Y) Calculated over the trailing 3-year period	0.94
Correlation (5Y) Calculated over the trailing 5-year period	0.95
Correlation (10Y) Calculated over the trailing 10-year period	0.94
Correlation (All Time) Calculated using the full available price history since Feb 25, 2005	0.95

The correlation between VB and JATTX has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.

Return for Risk

VB vs. JATTX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VB

VB Risk / Return Rank: 56
VB Sharpe Ratio Rank: 51
VB Sortino Ratio Rank: 51
VB Omega Ratio Rank: 47
VB Calmar Ratio Rank: 65
VB Martin Ratio Rank: 65

JATTX

JATTX Risk / Return Rank: 43
JATTX Sharpe Ratio Rank: 39
JATTX Sortino Ratio Rank: 40
JATTX Omega Ratio Rank: 34
JATTX Calmar Ratio Rank: 49
JATTX Martin Ratio Rank: 55

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VB vs. JATTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap ETF (VB) and Janus Henderson Triton Fund Class T (JATTX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	VB	JATTX	Difference
Sharpe ratio: Return per unit of total volatility	1.69	1.69	+0.01
Sortino ratio: Return per unit of downside risk	2.43	2.46	-0.03
Omega ratio: Gain probability vs. loss probability	1.29	1.29	+0.01
Calmar ratio: Return relative to maximum drawdown	3.14	2.55	+0.59
Martin ratio: Return relative to average drawdown	11.50	10.41	+1.10

VB vs. JATTX - Sharpe Ratio Comparison

The current VB Sharpe Ratio is 1.69, which is comparable to the JATTX Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of VB and JATTX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

VB vs. JATTX - Drawdown Comparison

The maximum VB drawdown since its inception was -59.56%, roughly equal to the maximum JATTX drawdown of -57.77%. Use the drawdown chart below to compare losses from any high point for VB and JATTX.

Drawdown Indicators

	VB	JATTX	Difference
Max Drawdown Largest peak-to-trough decline	-59.56%	-57.77%	-1.79%
Max Drawdown (1Y) Largest decline over 1 year	-8.98%	-11.09%	+2.11%
Max Drawdown (3Y) Largest decline over 3 years	-25.36%	-23.90%	-1.46%
Max Drawdown (5Y) Largest decline over 5 years	-28.15%	-31.90%	+3.75%
Max Drawdown (10Y) Largest decline over 10 years	-42.05%	-39.71%	-2.34%
Current Drawdown Current decline from peak	-1.15%	0.00%	-1.15%
Average Drawdown Average peak-to-trough decline	-8.42%	-8.75%	+0.33%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.44%	2.71%	-0.27%

Volatility

VB vs. JATTX - Volatility Comparison

The current volatility for Vanguard Small-Cap ETF (VB) is 4.99%, while Janus Henderson Triton Fund Class T (JATTX) has a volatility of 5.70%. This indicates that VB experiences smaller price fluctuations and is considered to be less risky than JATTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VB	JATTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.99%	5.70%	-0.71%
Volatility (6M) Calculated over the trailing 6-month period	12.24%	13.20%	-0.96%
Volatility (1Y) Calculated over the trailing 1-year period	16.65%	16.76%	-0.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.79%	19.73%	+1.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.42%	20.63%	+0.79%

VB vs. JATTX - Expense Ratio Comparison

VB has a 0.05% expense ratio, which is lower than JATTX's 0.91% expense ratio.

Dividends

VB vs. JATTX - Dividend Comparison

VB's dividend yield for the trailing twelve months is around 1.19%, less than JATTX's 10.03% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JATTX Janus Henderson Triton Fund Class T	10.03%	11.54%	7.74%	7.29%	6.35%	20.71%	4.17%	4.30%	7.56%	5.11%	2.83%	7.89%
VB Vanguard Small-Cap ETF	1.19%	1.33%	1.30%	1.55%	1.59%	1.24%	1.14%	1.39%	1.67%	1.35%	1.50%	1.48%

Frequently Asked Questions

Can I hold both VB and JATTX in my portfolio?

With a correlation of 0.93, VB and JATTX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, VB or JATTX?

JATTX has higher volatility (5.70%) compared to VB (4.99%). In terms of maximum drawdown, VB dropped -59.56% vs JATTX's -57.77%.

Which has better risk-adjusted returns?

VB currently has the higher Sharpe Ratio (1.69 vs 1.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.