JAAA vs MDY
Comparison between JANUS HENDERSON AAA CLO ETF (JAAA, ETF) and S&P MidCap 400 ETF (MDY, ETF).
5-Year PerformanceMDY has outperformed JAAA, delivering a return of +7.8% compared to +4.8%
JAAA vs MDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JAAA
$27B
MDY
$26B
Expense Ratio
Winner
JAAA
0.20%
MDY
0.23%
Max Drawdown
Winner
JAAA
4.07%
MDY
56.26%
Sharpe Ratio
Winner
JAAA
1.91
MDY
1.29
5Y Beta
Winner
JAAA
0.04
MDY
0.99
P/E Ratio
JAAA
N/A
MDY
24.58
Forward P/E
JAAA
N/A
MDY
16.67
5Y Dividends CAGR
Winner
JAAA
57.65%
MDY
8.61%
5Y EPS CAGR
JAAA
N/A
MDY
12.56%
Debt to Equity
JAAA
N/A
MDY
56.25%
P/S Ratio
JAAA
N/A
MDY
1.57
P/B Ratio
JAAA
N/A
MDY
2.68
JAAA vs MDY - Historical Returns
Returns include dividend reinvestment.
1M
JAAA
+0.56%
Winner
MDY
+2.67%
3M
JAAA
+0.99%
Winner
MDY
+2.83%
6M
JAAA
+2.46%
Winner
MDY
+14.32%
1Y
JAAA
+5.37%
Winner
MDY
+20.78%
5Y(CAGR)
JAAA
+4.76%
Winner
MDY
+7.77%
10Y(CAGR)
JAAA
N/A
MDY
+11.22%
Max(CAGR)
JAAA
+4.54%
Winner
MDY
+9.95%
JAAA vs MDY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JAAA | MDY |
|---|---|---|
| 2026 | +1.59% | +9.45% |
| 2025 | +5.07% | +7.44% |
| 2024 | +7.30% | +14.00% |
| 2023 | +8.43% | +16.64% |
| 2022 | +0.49% | -13.53% |
| 2021 | +1.37% | +26.53% |
| 2020 | +0.79% | +13.37% |
| 2019 | N/A | +26.23% |
| 2018 | N/A | -12.12% |
| 2017 | N/A | +15.30% |
| 2016 | N/A | +22.01% |
| 2015 | N/A | -2.35% |
| 2014 | N/A | +10.67% |
| 2013 | N/A | +29.47% |
| 2012 | N/A | +16.51% |
| 2011 | N/A | -3.32% |
| 2010 | N/A | +24.20% |
| 2009 | N/A | +33.95% |
| 2008 | N/A | -36.01% |
| 2007 | N/A | +6.68% |
| 2006 | N/A | +8.55% |
| 2005 | N/A | +13.72% |
| 2004 | N/A | +15.51% |
| 2003 | N/A | +31.04% |
| 2002 | N/A | -14.53% |
| 2001 | N/A | +3.12% |
| 2000 | N/A | +18.83% |
| 1999 | N/A | +10.57% |
JAAA vs MDY Drawdown Comparison
The maximum drawdown for JAAA was -2.64%, occurring on Jul 19, 2022. Recovery took 219 trading sessions.
The maximum drawdown for MDY was -55.34%, occurring on Mar 9, 2009. Recovery took 857 trading sessions.
The current MDY drawdown is -1.98%.
| Rank | JAAA | MDY |
|---|---|---|
| #1 | -2.64% Feb 4, 2022 - Dec 19, 2022 | -55.34% Jul 13, 2007 - Dec 6, 2010 |
| #2 | -1.46% Apr 2, 2025 - Apr 29, 2025 | -42.21% Feb 20, 2020 - Nov 9, 2020 |
| #3 | -0.99% Feb 13, 2023 - Apr 13, 2023 | -32.04% Apr 16, 2002 - Oct 13, 2003 |
| #4 | -0.52% Dec 22, 2022 - Jan 10, 2023 | -26.20% Apr 29, 2011 - Mar 26, 2012 |
| #5 | -0.47% Oct 19, 2020 - Nov 9, 2020 | -25.60% Sep 7, 2000 - Apr 10, 2002 |
| #6 | -0.47% Apr 19, 2021 - Jun 1, 2021 | -24.04% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -0.44% Feb 11, 2025 - Mar 31, 2025 | -23.79% Nov 16, 2021 - Feb 12, 2024 |
| #8 | -0.42% Jan 21, 2021 - Feb 5, 2021 | -23.16% Aug 29, 2018 - Nov 26, 2019 |
| #9 | -0.39% Feb 20, 2026 - Mar 23, 2026 | -19.27% Jun 23, 2015 - Jul 11, 2016 |
| #10 | -0.33% Jul 30, 2024 - Aug 9, 2024 | -13.95% Mar 24, 2000 - Jun 2, 2000 |
| #11 | -0.28% Jan 10, 2023 - Jan 17, 2023 | -12.52% May 8, 2006 - Dec 4, 2006 |
| #12 | -0.27% Jun 11, 2021 - Jul 14, 2021 | -11.12% Mar 26, 2012 - Sep 7, 2012 |
| #13 | -0.23% Dec 1, 2020 - Dec 7, 2020 | -10.55% Jul 1, 2014 - Nov 21, 2014 |
| #14 | -0.20% Apr 8, 2021 - Apr 15, 2021 | -10.49% Apr 5, 2004 - Nov 4, 2004 |
| #15 | -0.19% Dec 7, 2020 - Dec 10, 2020 | -9.69% Jan 26, 2018 - Jun 6, 2018 |
Correlation
Correlation between JAAA and MDY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (1999 - 2026)
JAAA vs MDY dividend yield comparison.
| Year | JAAA | MDY |
|---|---|---|
| 2026 | 1.54% | 0.23% |
| 2025 | 5.30% | 1.15% |
| 2024 | 6.35% | 1.18% |
| 2023 | 6.11% | 1.21% |
| 2022 | 2.74% | 1.37% |
| 2021 | 1.21% | 0.96% |
| 2020 | 0.26% | 1.12% |
| 2019 | 0.00% | 1.34% |
| 2018 | 0.00% | 1.39% |
| 2017 | 0.00% | 1.18% |
| 2016 | 0.00% | 1.31% |
| 2015 | 0.00% | 1.35% |
| 2014 | 0.00% | 1.17% |
| 2013 | 0.00% | 1.07% |
| 2012 | 0.00% | 1.14% |
| 2011 | 0.00% | 1.07% |
| 2010 | 0.00% | 0.91% |
| 2009 | 0.00% | 1.22% |
| 2008 | 0.00% | 1.87% |
| 2007 | 0.00% | 1.18% |
| 2006 | 0.00% | 1.18% |
| 2005 | 0.00% | 1.04% |
| 2004 | 0.00% | 0.87% |
| 2003 | 0.00% | 0.82% |
| 2002 | 0.00% | 0.91% |
| 2001 | 0.00% | 0.77% |
| 2000 | 0.00% | 0.82% |
| 1999 | 0.00% | 2.69% |
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