JAAA vs IUSG
Comparison between JANUS HENDERSON AAA CLO ETF (JAAA, ETF) and ISHARES CORE S&P U.S. GROWTH ETF (IUSG, ETF).
5-Year PerformanceIUSG has outperformed JAAA, delivering a return of +14.9% compared to +4.7%
JAAA vs IUSG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JAAA
$27B
IUSG
$26B
Expense Ratio
JAAA
0.20%
Winner
IUSG
0.04%
Max Drawdown
Winner
JAAA
4.07%
IUSG
65.79%
Sharpe Ratio
JAAA
1.90
Winner
IUSG
1.99
5Y Beta
Winner
JAAA
0.04
IUSG
1.19
P/E Ratio
JAAA
N/A
IUSG
32.42
Forward P/E
JAAA
N/A
IUSG
24.41
5Y Dividends CAGR
Winner
JAAA
57.65%
IUSG
5.51%
5Y EPS CAGR
JAAA
N/A
IUSG
37.58%
Debt to Equity
JAAA
N/A
IUSG
24.36%
P/S Ratio
JAAA
N/A
IUSG
7.88
P/B Ratio
JAAA
N/A
IUSG
8.34
JAAA vs IUSG - Historical Returns
Returns include dividend reinvestment.
1M
JAAA
+0.62%
Winner
IUSG
+13.61%
3M
JAAA
+1.03%
Winner
IUSG
+10.83%
6M
JAAA
+2.48%
Winner
IUSG
+12.36%
1Y
JAAA
+5.39%
Winner
IUSG
+40.13%
5Y(CAGR)
JAAA
+4.74%
Winner
IUSG
+14.89%
10Y(CAGR)
JAAA
N/A
IUSG
+17.79%
Max(CAGR)
JAAA
+4.54%
Winner
IUSG
+8.19%
JAAA vs IUSG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | JAAA | IUSG |
|---|---|---|
| 2026 | +1.53% | +10.55% |
| 2025 | +5.07% | +21.33% |
| 2024 | +7.30% | +36.86% |
| 2023 | +8.43% | +30.83% |
| 2022 | +0.49% | -29.33% |
| 2021 | +1.37% | +33.12% |
| 2020 | +0.79% | +31.02% |
| 2019 | N/A | +30.94% |
| 2018 | N/A | -1.58% |
| 2017 | N/A | +25.94% |
| 2016 | N/A | +9.35% |
| 2015 | N/A | +5.40% |
| 2014 | N/A | +13.35% |
| 2013 | N/A | +30.64% |
| 2012 | N/A | +13.49% |
| 2011 | N/A | +0.87% |
| 2010 | N/A | +15.79% |
| 2009 | N/A | +32.45% |
| 2008 | N/A | -37.63% |
| 2007 | N/A | +11.12% |
| 2006 | N/A | +7.90% |
| 2005 | N/A | +5.85% |
| 2004 | N/A | +6.64% |
| 2003 | N/A | +26.11% |
| 2002 | N/A | -28.32% |
| 2001 | N/A | -14.40% |
| 2000 | N/A | -19.48% |
JAAA vs IUSG Drawdown Comparison
The maximum drawdown for JAAA was -2.64%, occurring on Jul 19, 2022. Recovery took 219 trading sessions.
The maximum drawdown for IUSG was -63.40%, occurring on Mar 9, 2009. Recovery took 3246 trading sessions.
| Rank | JAAA | IUSG |
|---|---|---|
| #1 | -2.64% Feb 4, 2022 - Dec 19, 2022 | -63.40% Sep 1, 2000 - Aug 1, 2013 |
| #2 | -1.46% Apr 2, 2025 - Apr 29, 2025 | -32.35% Feb 19, 2020 - Jul 6, 2020 |
| #3 | -0.99% Feb 13, 2023 - Apr 13, 2023 | -32.21% Dec 27, 2021 - Feb 29, 2024 |
| #4 | -0.52% Dec 22, 2022 - Jan 10, 2023 | -22.28% Jan 23, 2025 - Jun 24, 2025 |
| #5 | -0.47% Oct 19, 2020 - Nov 9, 2020 | -20.69% Oct 1, 2018 - Apr 23, 2019 |
| #6 | -0.47% Apr 19, 2021 - Jun 1, 2021 | -14.84% Jul 20, 2015 - Jul 11, 2016 |
| #7 | -0.44% Feb 11, 2025 - Mar 31, 2025 | -13.07% Oct 29, 2025 - Apr 15, 2026 |
| #8 | -0.42% Jan 21, 2021 - Feb 5, 2021 | -12.54% Jul 10, 2024 - Oct 11, 2024 |
| #9 | -0.39% Feb 20, 2026 - Mar 23, 2026 | -10.96% Sep 2, 2020 - Dec 1, 2020 |
| #10 | -0.33% Jul 30, 2024 - Aug 9, 2024 | -9.87% Jan 26, 2018 - Jun 5, 2018 |
| #11 | -0.28% Jan 10, 2023 - Jan 17, 2023 | -8.61% Feb 12, 2021 - Apr 5, 2021 |
| #12 | -0.27% Jun 11, 2021 - Jul 14, 2021 | -7.30% Sep 2, 2014 - Oct 31, 2014 |
| #13 | -0.23% Dec 1, 2020 - Dec 7, 2020 | -7.18% Sep 3, 2021 - Oct 26, 2021 |
| #14 | -0.20% Apr 8, 2021 - Apr 15, 2021 | -6.73% Mar 22, 2024 - May 14, 2024 |
| #15 | -0.19% Dec 7, 2020 - Dec 10, 2020 | -6.41% Apr 29, 2019 - Jun 19, 2019 |
Correlation
Correlation between JAAA and IUSG is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2000 - 2026)
JAAA vs IUSG dividend yield comparison.
| Year | JAAA | IUSG |
|---|---|---|
| 2026 | 1.54% | 0.09% |
| 2025 | 5.30% | 0.54% |
| 2024 | 6.35% | 0.59% |
| 2023 | 6.11% | 1.12% |
| 2022 | 2.74% | 1.07% |
| 2021 | 1.21% | 0.59% |
| 2020 | 0.26% | 0.93% |
| 2019 | 0.00% | 1.64% |
| 2018 | 0.00% | 1.32% |
| 2017 | 0.00% | 1.28% |
| 2016 | 0.00% | 1.48% |
| 2015 | 0.00% | 1.29% |
| 2014 | 0.00% | 1.21% |
| 2013 | 0.00% | 1.22% |
| 2012 | 0.00% | 1.56% |
| 2011 | 0.00% | 1.31% |
| 2010 | 0.00% | 1.17% |
| 2009 | 0.00% | 1.30% |
| 2008 | 0.00% | 1.49% |
| 2007 | 0.00% | 0.85% |
| 2006 | 0.00% | 0.82% |
| 2005 | 0.00% | 0.84% |
| 2004 | 0.00% | 1.03% |
| 2003 | 0.00% | 0.66% |
| 2002 | 0.00% | 0.81% |
| 2001 | 0.00% | 0.36% |
| 2000 | 0.00% | 0.06% |
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