XFIX vs. JAAA
Compare and contrast key facts about F/m Opportunistic Income ETF (XFIX) and Janus Henderson AAA CLO ETF (JAAA).
XFIX and JAAA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XFIX is an actively managed fund by F/m. It was launched on Sep 5, 2023. JAAA is an actively managed fund by Janus Henderson. It was launched on Oct 16, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XFIX or JAAA.
Correlation
The correlation between XFIX and JAAA is 0.14, 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
XFIX vs. JAAA - Performance Comparison
Key characteristics
XFIX:
1.58
JAAA:
3.43
XFIX:
2.34
JAAA:
4.36
XFIX:
1.28
JAAA:
2.34
XFIX:
2.63
JAAA:
4.12
XFIX:
5.86
JAAA:
28.37
XFIX:
1.17%
JAAA:
0.21%
XFIX:
4.35%
JAAA:
1.76%
XFIX:
-3.66%
JAAA:
-2.60%
XFIX:
-1.45%
JAAA:
0.00%
Returns By Period
In the year-to-date period, XFIX achieves a 0.27% return, which is significantly lower than JAAA's 1.25% return.
XFIX
0.27%
-1.12%
1.09%
5.86%
N/A
N/A
JAAA
1.25%
0.81%
2.40%
5.90%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
XFIX vs. JAAA - Expense Ratio Comparison
XFIX has a 0.39% expense ratio, which is higher than JAAA's 0.21% expense ratio.
Risk-Adjusted Performance
XFIX vs. JAAA — Risk-Adjusted Performance Rank
XFIX
JAAA
XFIX vs. JAAA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for F/m Opportunistic Income ETF (XFIX) and Janus Henderson AAA CLO ETF (JAAA). 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
XFIX vs. JAAA - Dividend Comparison
XFIX's dividend yield for the trailing twelve months is around 5.54%, less than JAAA's 6.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
XFIX F/m Opportunistic Income ETF | 5.54% | 5.50% | 1.70% | 0.00% | 0.00% | 0.00% |
JAAA Janus Henderson AAA CLO ETF | 6.06% | 6.35% | 6.10% | 2.77% | 1.21% | 0.26% |
Drawdowns
XFIX vs. JAAA - Drawdown Comparison
The maximum XFIX drawdown since its inception was -3.66%, which is greater than JAAA's maximum drawdown of -2.60%. Use the drawdown chart below to compare losses from any high point for XFIX and JAAA. For additional features, visit the drawdowns tool.
Volatility
XFIX vs. JAAA - Volatility Comparison
F/m Opportunistic Income ETF (XFIX) and Janus Henderson AAA CLO ETF (JAAA) have volatilities of 1.68% and 1.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.