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VUSV vs. JLQD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VUSV vs. JLQD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Wellington U.S. Value Active ETF (VUSV) and Janus Henderson Corporate Bond ETF (JLQD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VUSV achieves a 8.98% return, which is significantly higher than JLQD's 0.33% return.


VUSV

1D
1.41%
1M
3.31%
YTD
8.98%
6M
10.08%
1Y
3Y*
5Y*
10Y*

JLQD

1D
0.09%
1M
0.30%
YTD
0.33%
6M
0.31%
1Y
5.65%
3Y*
5.64%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VUSV vs. JLQD - Yearly Performance Comparison


Correlation

The correlation between VUSV and JLQD is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 19, 2025

0.56

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Return for Risk

VUSV vs. JLQD — Risk / Return Rank

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

VUSV

JLQD
JLQD Risk / Return Rank: 4343
Overall Rank
JLQD Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
JLQD Sortino Ratio Rank: 4444
Sortino Ratio Rank
JLQD Omega Ratio Rank: 4242
Omega Ratio Rank
JLQD Calmar Ratio Rank: 4141
Calmar Ratio Rank
JLQD Martin Ratio Rank: 4343
Martin Ratio Rank
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.

VUSV vs. JLQD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington U.S. Value Active ETF (VUSV) and Janus Henderson Corporate Bond ETF (JLQD). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

VUSV vs. JLQD - Sharpe Ratio Comparison


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Sharpe Ratios by Period


VUSVJLQDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.48

Sharpe Ratio (All Time)

Calculated using the full available price history

2.48

0.02

+2.45

Drawdowns

VUSV vs. JLQD - Drawdown Comparison

The maximum VUSV drawdown since its inception was -7.06%, smaller than the maximum JLQD drawdown of -21.17%. Use the drawdown chart below to compare losses from any high point for VUSV and JLQD.


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Drawdown Indicators


VUSVJLQDDifference

Max Drawdown

Largest peak-to-trough decline

-7.06%

-21.17%

+14.11%

Max Drawdown (1Y)

Largest decline over 1 year

-2.87%

Max Drawdown (3Y)

Largest decline over 3 years

-6.84%

Current Drawdown

Current decline from peak

0.00%

-0.89%

+0.89%

Average Drawdown

Average peak-to-trough decline

-1.30%

-8.76%

+7.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.82%

Volatility

VUSV vs. JLQD - Volatility Comparison


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Volatility by Period


VUSVJLQDDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.24%

Volatility (6M)

Calculated over the trailing 6-month period

2.78%

Volatility (1Y)

Calculated over the trailing 1-year period

12.03%

3.88%

+8.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.03%

6.31%

+5.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.03%

6.31%

+5.72%

VUSV vs. JLQD - Expense Ratio Comparison

VUSV has a 0.30% expense ratio, which is higher than JLQD's 0.20% expense ratio.


Dividends

VUSV vs. JLQD - Dividend Comparison

VUSV's dividend yield for the trailing twelve months is around 0.18%, less than JLQD's 5.44% yield.


PositionTTM20252024202320222021
JLQD
Janus Henderson Corporate Bond ETF
5.44%5.28%5.36%3.99%2.77%0.83%
VUSV
Vanguard Wellington U.S. Value Active ETF
0.18%0.20%0.00%0.00%0.00%0.00%

Frequently Asked Questions


VUSV and JLQD have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, JLQD is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

JLQD is cheaper with a 0.20% expense ratio, compared with 0.30% for VUSV.

JLQD has the higher dividend yield at 5.44%, compared with 0.18% for VUSV.

VUSV is categorized as Large Cap Value Equities, while JLQD is Corporate Bonds. They also come from different issuers: Vanguard and Janus Henderson. Their fees differ too: 0.30% for VUSV and 0.20% for JLQD.

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