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IUSG vs JAAA

Comparison between ISHARES CORE S&P U.S. GROWTH ETF (IUSG, ETF) and JANUS HENDERSON AAA CLO ETF (JAAA, ETF).

5-Year PerformanceIUSG has outperformed JAAA, delivering a return of +14.9% compared to +4.7%

IUSG vs JAAA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IUSG
$26B
Winner
JAAA
$27B
Expense Ratio
Winner
IUSG
0.04%
JAAA
0.20%
Max Drawdown
IUSG
65.79%
Winner
JAAA
4.07%
Sharpe Ratio
Winner
IUSG
1.99
JAAA
1.90
5Y Beta
IUSG
1.19
Winner
JAAA
0.04
P/E Ratio
IUSG
32.42
JAAA
N/A
Forward P/E
IUSG
24.41
JAAA
N/A
5Y Dividends CAGR
IUSG
5.51%
Winner
JAAA
57.65%
5Y EPS CAGR
IUSG
37.58%
JAAA
N/A
Debt to Equity
IUSG
24.36%
JAAA
N/A
P/S Ratio
IUSG
7.88
JAAA
N/A
P/B Ratio
IUSG
8.34
JAAA
N/A

IUSG vs JAAA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IUSG
+13.61%
JAAA
+0.62%
3M
Winner
IUSG
+10.83%
JAAA
+1.03%
6M
Winner
IUSG
+12.36%
JAAA
+2.48%
1Y
Winner
IUSG
+40.13%
JAAA
+5.39%
5Y(CAGR)
Winner
IUSG
+14.89%
JAAA
+4.74%
10Y(CAGR)
IUSG
+17.79%
JAAA
N/A
Max(CAGR)
Winner
IUSG
+8.19%
JAAA
+4.54%

IUSG vs JAAA - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIUSGJAAA
2026+10.55%+1.53%
2025+21.33%+5.07%
2024+36.86%+7.30%
2023+30.83%+8.43%
2022-29.33%+0.49%
2021+33.12%+1.37%
2020+31.02%+0.79%
2019+30.94%N/A
2018-1.58%N/A
2017+25.94%N/A
2016+9.35%N/A
2015+5.40%N/A
2014+13.35%N/A
2013+30.64%N/A
2012+13.49%N/A
2011+0.87%N/A
2010+15.79%N/A
2009+32.45%N/A
2008-37.63%N/A
2007+11.12%N/A
2006+7.90%N/A
2005+5.85%N/A
2004+6.64%N/A
2003+26.11%N/A
2002-28.32%N/A
2001-14.40%N/A
2000-19.48%N/A

IUSG vs JAAA Drawdown Comparison

The maximum drawdown for IUSG was -63.40%, occurring on Mar 9, 2009. Recovery took 3246 trading sessions.

The maximum drawdown for JAAA was -2.64%, occurring on Jul 19, 2022. Recovery took 219 trading sessions.

RankIUSGJAAA
#1-63.40%
Sep 1, 2000 - Aug 1, 2013		-2.64%
Feb 4, 2022 - Dec 19, 2022
#2-32.35%
Feb 19, 2020 - Jul 6, 2020		-1.46%
Apr 2, 2025 - Apr 29, 2025
#3-32.21%
Dec 27, 2021 - Feb 29, 2024		-0.99%
Feb 13, 2023 - Apr 13, 2023
#4-22.28%
Jan 23, 2025 - Jun 24, 2025		-0.52%
Dec 22, 2022 - Jan 10, 2023
#5-20.69%
Oct 1, 2018 - Apr 23, 2019		-0.47%
Oct 19, 2020 - Nov 9, 2020
#6-14.84%
Jul 20, 2015 - Jul 11, 2016		-0.47%
Apr 19, 2021 - Jun 1, 2021
#7-13.07%
Oct 29, 2025 - Apr 15, 2026		-0.44%
Feb 11, 2025 - Mar 31, 2025
#8-12.54%
Jul 10, 2024 - Oct 11, 2024		-0.42%
Jan 21, 2021 - Feb 5, 2021
#9-10.96%
Sep 2, 2020 - Dec 1, 2020		-0.39%
Feb 20, 2026 - Mar 23, 2026
#10-9.87%
Jan 26, 2018 - Jun 5, 2018		-0.33%
Jul 30, 2024 - Aug 9, 2024
#11-8.61%
Feb 12, 2021 - Apr 5, 2021		-0.28%
Jan 10, 2023 - Jan 17, 2023
#12-7.30%
Sep 2, 2014 - Oct 31, 2014		-0.27%
Jun 11, 2021 - Jul 14, 2021
#13-7.18%
Sep 3, 2021 - Oct 26, 2021		-0.23%
Dec 1, 2020 - Dec 7, 2020
#14-6.73%
Mar 22, 2024 - May 14, 2024		-0.20%
Apr 8, 2021 - Apr 15, 2021
#15-6.41%
Apr 29, 2019 - Jun 19, 2019		-0.19%
Dec 7, 2020 - Dec 10, 2020

Correlation

Correlation between IUSG and JAAA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2000 - 2026)

IUSG vs JAAA dividend yield comparison.

YearIUSGJAAA
20260.09%1.54%
20250.54%5.30%
20240.59%6.35%
20231.12%6.11%
20221.07%2.74%
20210.59%1.21%
20200.93%0.26%
20191.64%0.00%
20181.32%0.00%
20171.28%0.00%
20161.48%0.00%
20151.29%0.00%
20141.21%0.00%
20131.22%0.00%
20121.56%0.00%
20111.31%0.00%
20101.17%0.00%
20091.30%0.00%
20081.49%0.00%
20070.85%0.00%
20060.82%0.00%
20050.84%0.00%
20041.03%0.00%
20030.66%0.00%
20020.81%0.00%
20010.36%0.00%
20000.06%0.00%

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