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JAAA vs LQD

Comparison between JANUS HENDERSON AAA CLO ETF (JAAA, ETF) and ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD, ETF).

5-Year PerformanceJAAA has outperformed LQD, delivering a return of +4.8% compared to -0.2%

JAAA vs LQD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JAAA
$27B
Winner
LQD
$30B
Expense Ratio
JAAA
0.20%
Winner
LQD
0.14%
Max Drawdown
Winner
JAAA
4.07%
LQD
30.46%
Sharpe Ratio
Winner
JAAA
1.67
LQD
0.26
5Y Beta
Winner
JAAA
0.04
LQD
0.14
5Y Dividends CAGR
Winner
JAAA
52.07%
LQD
7.94%

JAAA vs LQD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JAAA
+0.35%
LQD
-0.67%
3M
Winner
JAAA
+1.48%
LQD
-1.33%
6M
Winner
JAAA
+2.57%
LQD
-0.06%
1Y
JAAA
+5.07%
Winner
LQD
+5.41%
5Y(CAGR)
Winner
JAAA
+4.78%
LQD
-0.21%
10Y(CAGR)
JAAA
N/A
LQD
+2.44%
Max(CAGR)
Winner
JAAA
+4.54%
LQD
+4.46%

JAAA vs LQD - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearJAAALQD
2026+1.89%-0.03%
2025+5.07%+7.89%
2024+7.30%+1.55%
2023+8.43%+8.65%
2022+0.49%-17.05%
2021+1.37%-1.34%
2020+0.79%+10.74%
2019N/A+17.00%
2018N/A-3.14%
2017N/A+6.96%
2016N/A+6.27%
2015N/A-1.60%
2014N/A+8.00%
2013N/A-2.22%
2012N/A+10.67%
2011N/A+9.31%
2010N/A+8.75%
2009N/A+9.58%
2008N/A+1.20%
2007N/A+3.95%
2006N/A+3.65%
2005N/A+0.51%
2004N/A+6.48%
2003N/A+8.29%
2002N/A+9.86%

JAAA vs LQD Drawdown Comparison

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

The maximum drawdown for LQD was -24.96%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current LQD drawdown is -4.23%.

RankJAAALQD
#1-2.64%
Feb 4, 2022 - Dec 19, 2022
-24.96%
Sep 22, 2021 - Oct 20, 2022
#2-1.46%
Apr 2, 2025 - Apr 29, 2025
-21.76%
Mar 6, 2020 - Jun 10, 2020
#3-0.99%
Feb 13, 2023 - Apr 13, 2023
-21.54%
May 1, 2008 - Jan 9, 2009
#4-0.52%
Dec 22, 2022 - Jan 10, 2023
-10.86%
Jan 9, 2009 - Jun 25, 2009
#5-0.47%
Oct 19, 2020 - Nov 9, 2020
-8.70%
Jun 13, 2003 - Mar 5, 2004
#6-0.47%
Apr 19, 2021 - Jun 1, 2021
-8.57%
May 1, 2013 - May 1, 2014
#7-0.44%
Feb 11, 2025 - Mar 31, 2025
-7.66%
Mar 17, 2004 - Sep 16, 2004
#8-0.42%
Jan 21, 2021 - Feb 5, 2021
-6.64%
Dec 31, 2020 - Aug 3, 2021
#9-0.39%
Feb 20, 2026 - Mar 23, 2026
-6.03%
Feb 2, 2015 - Apr 1, 2016
#10-0.33%
Jul 30, 2024 - Aug 9, 2024
-5.86%
Sep 6, 2016 - Jun 14, 2017
#11-0.28%
Jan 10, 2023 - Jan 17, 2023
-5.63%
Dec 29, 2017 - Mar 12, 2019
#12-0.27%
Jun 11, 2021 - Jul 14, 2021
-5.23%
Nov 4, 2010 - May 5, 2011
#13-0.23%
Dec 1, 2020 - Dec 7, 2020
-4.85%
Aug 31, 2005 - Sep 19, 2006
#14-0.20%
Apr 8, 2021 - Apr 15, 2021
-4.66%
Nov 4, 2011 - Jan 17, 2012
#15-0.19%
Dec 7, 2020 - Dec 10, 2020
-4.34%
Sep 27, 2002 - Nov 7, 2002

Correlation

Correlation between JAAA and LQD is 0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

0.22
-101

Dividend Comparison (2002 - 2026)

JAAA vs LQD dividend yield comparison.

YearJAAALQD
20261.93%1.92%
20255.30%4.48%
20246.35%4.45%
20236.11%3.99%
20222.74%3.30%
20211.21%2.30%
20200.26%2.66%
20190.00%3.29%
20180.00%3.67%
20170.00%3.10%
20160.00%3.34%
20150.00%3.47%
20140.00%3.39%
20130.00%3.83%
20120.00%3.83%
20110.00%4.39%
20100.00%4.87%
20090.00%5.50%
20080.00%5.37%
20070.00%5.45%
20060.00%5.04%
20050.00%4.76%
20040.00%4.66%
20030.00%4.96%
20020.00%2.26%

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