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JHG vs SPY

Comparison between Janus Henderson Group plc (JHG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JHG, delivering a return of +13.7% compared to +11.0%

JHG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
JHG
$7.97B
Winner
SPY
$735B
Expense Ratio
JHG
N/A
SPY
0.09%
Max Drawdown
JHG
92.68%
Winner
SPY
56.47%
Sharpe Ratio
JHG
1.35
Winner
SPY
1.76
5Y Beta
JHG
1.22
Winner
SPY
1.00
Industry
JHG
Asset Management
SPY
N/A
P/E Ratio
Winner
JHG
10.17
SPY
28.46
Forward P/E
Winner
JHG
11.75
SPY
21.99
PEG Ratio
JHG
0.10
SPY
N/A
Dividend Yield
JHG
1.55%
SPY
N/A
5Y Dividends CAGR
JHG
2.00%
Winner
SPY
5.43%
5Y EPS CAGR
JHG
9.39%
Winner
SPY
25.20%
Debt to Equity
Winner
JHG
7.64%
SPY
33.33%
Free Cash Flow Yield
JHG
11.82%
SPY
N/A
P/S Ratio
Winner
JHG
2.52
SPY
3.65
P/B Ratio
Winner
JHG
1.56
SPY
5.50

JHG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
JHG
+0.20%
Winner
SPY
+5.60%
3M
JHG
+5.41%
Winner
SPY
+8.72%
6M
Winner
JHG
+19.52%
SPY
+10.63%
1Y
Winner
JHG
+37.15%
SPY
+26.62%
5Y(CAGR)
JHG
+10.99%
Winner
SPY
+13.70%
10Y(CAGR)
JHG
+10.22%
Winner
SPY
+15.47%
Max(CAGR)
JHG
-0.07%
Winner
SPY
+8.50%

JHG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJHGSPY
2026+8.21%+8.50%
2025+14.66%+18.00%
2024+48.50%+25.59%
2023+33.06%+26.72%
2022-40.58%-18.64%
2021+38.94%+30.52%
2020+41.59%+17.28%
2019+26.37%+31.09%
2018-43.67%-5.24%
2017+36.64%+20.78%
2016-3.63%+13.59%
2015-12.32%+1.31%
2014+33.42%+14.56%
2013+38.21%+29.00%
2012+28.70%+14.17%
2011-52.91%+0.85%
2010-6.22%+13.14%
2009+50.28%+22.67%
2008-74.57%-36.25%
2007+51.59%+5.32%
2006+14.23%+13.85%
2005+13.60%+5.32%
2004+0.66%+10.75%
2003+23.20%+24.18%
2002-51.63%-22.42%
2001-22.91%-10.13%
2000+2.76%-8.84%
1999N/A+8.61%

JHG vs SPY Drawdown Comparison

The maximum drawdown for JHG was -92.68%, occurring on Mar 2, 2009. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current JHG drawdown is -30.09%. The current SPY drawdown is -1.20%.

RankJHGSPY
#1-92.68%
Sep 11, 2000 - Mar 2, 2009
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-18.24%
Jul 24, 2000 - Sep 7, 2000
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.92%
Jul 14, 2000 - Jul 21, 2000
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4N/A-24.50%
Jan 3, 2022 - Dec 13, 2023
#5N/A-19.34%
Sep 20, 2018 - Apr 12, 2019
#6N/A-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JHG and SPY is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36
-101

Dividend Comparison (1999 - 2026)

JHG vs SPY dividend yield comparison.

YearJHGSPY
20260.00%0.24%
20253.34%1.07%
20243.67%1.21%
20235.17%1.40%
20226.59%1.65%
20213.58%1.20%
20204.43%1.52%
20195.89%1.75%
20186.76%2.04%
20171.67%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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