JAAA vs MTUM
Comparison between JANUS HENDERSON AAA CLO ETF (JAAA, ETF) and ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM, ETF).
5-Year PerformanceMTUM has outperformed JAAA, delivering a return of +13.9% compared to +4.8%
JAAA vs MTUM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JAAA vs MTUM - Historical Returns
Returns include dividend reinvestment.
JAAA vs MTUM - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | JAAA | MTUM |
|---|---|---|
| 2026 | +2.33% | +24.68% |
| 2025 | +5.07% | +21.53% |
| 2024 | +7.30% | +35.37% |
| 2023 | +8.43% | +10.93% |
| 2022 | +0.49% | -18.43% |
| 2021 | +1.37% | +14.23% |
| 2020 | +0.79% | +29.42% |
| 2019 | N/A | +28.11% |
| 2018 | N/A | -2.42% |
| 2017 | N/A | +37.10% |
| 2016 | N/A | +7.16% |
| 2015 | N/A | +9.10% |
| 2014 | N/A | +15.81% |
| 2013 | N/A | +19.20% |
JAAA vs MTUM Drawdown Comparison
The maximum drawdown for JAAA was -2.64%, occurring on Jul 19, 2022. Recovery took 219 trading sessions.
The maximum drawdown for MTUM was -34.08%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current MTUM drawdown is -8.90%.
| Rank | JAAA | MTUM |
|---|---|---|
| #1 | -2.64% Feb 4, 2022 - Dec 19, 2022 | -34.08% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -1.46% Apr 2, 2025 - Apr 29, 2025 | -32.28% Nov 3, 2021 - Mar 4, 2024 |
| #3 | -0.99% Feb 13, 2023 - Apr 13, 2023 | -22.12% Oct 1, 2018 - Jun 18, 2019 |
| #4 | -0.52% Dec 22, 2022 - Jan 10, 2023 | -20.99% Feb 18, 2025 - May 15, 2025 |
| #5 | -0.47% Oct 19, 2020 - Nov 9, 2020 | -15.75% Feb 12, 2021 - Aug 5, 2021 |
| #6 | -0.47% Apr 19, 2021 - Jun 1, 2021 | -12.96% Jul 10, 2024 - Sep 23, 2024 |
| #7 | -0.44% Feb 11, 2025 - Mar 31, 2025 | -12.95% Dec 29, 2015 - May 10, 2016 |
| #8 | -0.42% Jan 21, 2021 - Feb 5, 2021 | -12.49% Jun 22, 2026 - Jul 17, 2026 |
| #9 | -0.39% Feb 20, 2026 - Mar 23, 2026 | -11.54% Jan 29, 2026 - Apr 9, 2026 |
| #10 | -0.33% Jul 30, 2024 - Aug 9, 2024 | -10.79% Jul 20, 2015 - Nov 27, 2015 |
| #11 | -0.28% Jan 10, 2023 - Jan 17, 2023 | -10.31% Sep 2, 2020 - Nov 30, 2020 |
| #12 | -0.27% Jun 11, 2021 - Jul 14, 2021 | -10.23% Jan 26, 2018 - Jun 6, 2018 |
| #13 | -0.23% Dec 1, 2020 - Dec 7, 2020 | -8.90% Mar 5, 2014 - Jun 20, 2014 |
| #14 | -0.20% Apr 8, 2021 - Apr 15, 2021 | -8.58% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -0.19% Dec 7, 2020 - Dec 10, 2020 | -8.18% Mar 7, 2024 - May 15, 2024 |
Correlation
Correlation between JAAA and MTUM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2013 - 2026)
JAAA vs MTUM dividend yield comparison.
| Year | JAAA | MTUM |
|---|---|---|
| 2026 | 2.33% | 0.18% |
| 2025 | 5.30% | 0.91% |
| 2024 | 6.35% | 0.75% |
| 2023 | 6.11% | 1.35% |
| 2022 | 2.74% | 1.80% |
| 2021 | 1.21% | 0.55% |
| 2020 | 0.26% | 0.83% |
| 2019 | 0.00% | 1.48% |
| 2018 | 0.00% | 1.27% |
| 2017 | 0.00% | 1.02% |
| 2016 | 0.00% | 1.43% |
| 2015 | 0.00% | 1.12% |
| 2014 | 0.00% | 1.04% |
| 2013 | 0.00% | 1.02% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks