JAAA vs EFV
Comparison between JANUS HENDERSON AAA CLO ETF (JAAA, ETF) and ISHARES MSCI EAFE VALUE ETF (EFV, ETF).
5-Year PerformanceEFV has outperformed JAAA, delivering a return of +12.4% compared to +4.8%
JAAA vs EFV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JAAA vs EFV - Historical Returns
Returns include dividend reinvestment.
JAAA vs EFV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | JAAA | EFV |
|---|---|---|
| 2026 | +1.97% | +9.58% |
| 2025 | +5.07% | +42.78% |
| 2024 | +7.30% | +6.09% |
| 2023 | +8.43% | +17.94% |
| 2022 | +0.49% | -6.02% |
| 2021 | +1.37% | +10.61% |
| 2020 | +0.79% | -3.97% |
| 2019 | N/A | +16.14% |
| 2018 | N/A | -15.39% |
| 2017 | N/A | +20.26% |
| 2016 | N/A | +6.73% |
| 2015 | N/A | -5.58% |
| 2014 | N/A | -4.94% |
| 2013 | N/A | +19.72% |
| 2012 | N/A | +15.79% |
| 2011 | N/A | -13.17% |
| 2010 | N/A | +1.59% |
| 2009 | N/A | +26.61% |
| 2008 | N/A | -41.53% |
| 2007 | N/A | +3.83% |
| 2006 | N/A | +26.22% |
| 2005 | N/A | +10.86% |
JAAA vs EFV Drawdown Comparison
The maximum drawdown for JAAA was -2.64%, occurring on Jul 19, 2022. Recovery took 219 trading sessions.
The maximum drawdown for EFV was -63.96%, occurring on Mar 9, 2009. Recovery took 2503 trading sessions.
The current EFV drawdown is -1.08%.
| Rank | JAAA | EFV |
|---|---|---|
| #1 | -2.64% Feb 4, 2022 - Dec 19, 2022 | -63.96% Oct 31, 2007 - Oct 10, 2017 |
| #2 | -1.46% Apr 2, 2025 - Apr 29, 2025 | -43.16% Jan 26, 2018 - May 6, 2021 |
| #3 | -0.99% Feb 13, 2023 - Apr 13, 2023 | -25.80% Feb 9, 2022 - Jul 13, 2023 |
| #4 | -0.52% Dec 22, 2022 - Jan 10, 2023 | -14.78% May 9, 2006 - Oct 12, 2006 |
| #5 | -0.47% Oct 19, 2020 - Nov 9, 2020 | -13.72% Mar 19, 2025 - Apr 28, 2025 |
| #6 | -0.47% Apr 19, 2021 - Jun 1, 2021 | -12.13% Jul 12, 2007 - Oct 29, 2007 |
| #7 | -0.44% Feb 11, 2025 - Mar 31, 2025 | -10.90% Feb 25, 2026 - Mar 20, 2026 |
| #8 | -0.42% Jan 21, 2021 - Feb 5, 2021 | -9.39% Jun 7, 2021 - Jan 12, 2022 |
| #9 | -0.39% Feb 20, 2026 - Mar 23, 2026 | -9.13% Sep 26, 2024 - Feb 14, 2025 |
| #10 | -0.33% Jul 30, 2024 - Aug 9, 2024 | -8.78% Jul 28, 2023 - Dec 1, 2023 |
| #11 | -0.28% Jan 10, 2023 - Jan 17, 2023 | -7.65% Feb 26, 2007 - Apr 5, 2007 |
| #12 | -0.27% Jun 11, 2021 - Jul 14, 2021 | -6.58% Jul 17, 2024 - Aug 19, 2024 |
| #13 | -0.23% Dec 1, 2020 - Dec 7, 2020 | -6.52% Sep 29, 2005 - Nov 22, 2005 |
| #14 | -0.20% Apr 8, 2021 - Apr 15, 2021 | -5.14% Nov 12, 2025 - Dec 10, 2025 |
| #15 | -0.19% Dec 7, 2020 - Dec 10, 2020 | -4.43% May 17, 2024 - Jul 12, 2024 |
Correlation
Correlation between JAAA and EFV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
JAAA vs EFV dividend yield comparison.
| Year | JAAA | EFV |
|---|---|---|
| 2026 | 1.93% | 2.65% |
| 2025 | 5.30% | 4.16% |
| 2024 | 6.35% | 4.66% |
| 2023 | 6.11% | 4.36% |
| 2022 | 2.74% | 4.17% |
| 2021 | 1.21% | 4.07% |
| 2020 | 0.26% | 2.42% |
| 2019 | 0.00% | 4.62% |
| 2018 | 0.00% | 4.56% |
| 2017 | 0.00% | 3.56% |
| 2016 | 0.00% | 3.28% |
| 2015 | 0.00% | 3.59% |
| 2014 | 0.00% | 4.87% |
| 2013 | 0.00% | 3.19% |
| 2012 | 0.00% | 3.77% |
| 2011 | 0.00% | 4.52% |
| 2010 | 0.00% | 3.23% |
| 2009 | 0.00% | 2.97% |
| 2008 | 0.00% | 4.70% |
| 2007 | 0.00% | 4.51% |
| 2006 | 0.00% | 1.65% |
| 2005 | 0.00% | 0.45% |
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