EFV vs JAAA
Comparison between ISHARES MSCI EAFE VALUE ETF (EFV, ETF) and JANUS HENDERSON AAA CLO ETF (JAAA, ETF).
5-Year PerformanceEFV has outperformed JAAA, delivering a return of +11.9% compared to +4.8%
EFV vs JAAA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EFV vs JAAA - Historical Returns
Returns include dividend reinvestment.
EFV vs JAAA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EFV | JAAA |
|---|---|---|
| 2026 | +6.94% | +1.89% |
| 2025 | +42.78% | +5.07% |
| 2024 | +6.09% | +7.30% |
| 2023 | +17.94% | +8.43% |
| 2022 | -6.02% | +0.49% |
| 2021 | +10.61% | +1.37% |
| 2020 | -3.97% | +0.79% |
| 2019 | +16.14% | N/A |
| 2018 | -15.39% | N/A |
| 2017 | +20.26% | N/A |
| 2016 | +6.73% | N/A |
| 2015 | -5.58% | N/A |
| 2014 | -4.94% | N/A |
| 2013 | +19.72% | N/A |
| 2012 | +15.79% | N/A |
| 2011 | -13.17% | N/A |
| 2010 | +1.59% | N/A |
| 2009 | +26.61% | N/A |
| 2008 | -41.53% | N/A |
| 2007 | +3.83% | N/A |
| 2006 | +26.22% | N/A |
| 2005 | +10.86% | N/A |
EFV vs JAAA Drawdown Comparison
The maximum drawdown for EFV was -63.96%, occurring on Mar 9, 2009. Recovery took 2503 trading sessions.
The maximum drawdown for JAAA was -2.64%, occurring on Jul 19, 2022. Recovery took 219 trading sessions.
The current EFV drawdown is -3.47%.
| Rank | EFV | JAAA |
|---|---|---|
| #1 | -63.96% Oct 31, 2007 - Oct 10, 2017 | -2.64% Feb 4, 2022 - Dec 19, 2022 |
| #2 | -43.16% Jan 26, 2018 - May 6, 2021 | -1.46% Apr 2, 2025 - Apr 29, 2025 |
| #3 | -25.80% Feb 9, 2022 - Jul 13, 2023 | -0.99% Feb 13, 2023 - Apr 13, 2023 |
| #4 | -14.78% May 9, 2006 - Oct 12, 2006 | -0.52% Dec 22, 2022 - Jan 10, 2023 |
| #5 | -13.72% Mar 19, 2025 - Apr 28, 2025 | -0.47% Oct 19, 2020 - Nov 9, 2020 |
| #6 | -12.13% Jul 12, 2007 - Oct 29, 2007 | -0.47% Apr 19, 2021 - Jun 1, 2021 |
| #7 | -10.90% Feb 25, 2026 - Mar 20, 2026 | -0.44% Feb 11, 2025 - Mar 31, 2025 |
| #8 | -9.39% Jun 7, 2021 - Jan 12, 2022 | -0.42% Jan 21, 2021 - Feb 5, 2021 |
| #9 | -9.13% Sep 26, 2024 - Feb 14, 2025 | -0.39% Feb 20, 2026 - Mar 23, 2026 |
| #10 | -8.78% Jul 28, 2023 - Dec 1, 2023 | -0.33% Jul 30, 2024 - Aug 9, 2024 |
| #11 | -7.65% Feb 26, 2007 - Apr 5, 2007 | -0.28% Jan 10, 2023 - Jan 17, 2023 |
| #12 | -6.58% Jul 17, 2024 - Aug 19, 2024 | -0.27% Jun 11, 2021 - Jul 14, 2021 |
| #13 | -6.52% Sep 29, 2005 - Nov 22, 2005 | -0.23% Dec 1, 2020 - Dec 7, 2020 |
| #14 | -5.14% Nov 12, 2025 - Dec 10, 2025 | -0.20% Apr 8, 2021 - Apr 15, 2021 |
| #15 | -4.43% May 17, 2024 - Jul 12, 2024 | -0.19% Dec 7, 2020 - Dec 10, 2020 |
Correlation
Correlation between EFV and JAAA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
EFV vs JAAA dividend yield comparison.
| Year | EFV | JAAA |
|---|---|---|
| 2026 | 0.00% | 1.93% |
| 2025 | 4.16% | 5.30% |
| 2024 | 4.66% | 6.35% |
| 2023 | 4.36% | 6.11% |
| 2022 | 4.17% | 2.74% |
| 2021 | 4.07% | 1.21% |
| 2020 | 2.42% | 0.26% |
| 2019 | 4.62% | 0.00% |
| 2018 | 4.56% | 0.00% |
| 2017 | 3.56% | 0.00% |
| 2016 | 3.28% | 0.00% |
| 2015 | 3.59% | 0.00% |
| 2014 | 4.87% | 0.00% |
| 2013 | 3.19% | 0.00% |
| 2012 | 3.77% | 0.00% |
| 2011 | 4.52% | 0.00% |
| 2010 | 3.23% | 0.00% |
| 2009 | 2.97% | 0.00% |
| 2008 | 4.70% | 0.00% |
| 2007 | 4.51% | 0.00% |
| 2006 | 1.65% | 0.00% |
| 2005 | 0.45% | 0.00% |
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