JIII vs WAMA
Comparison between JANUS HENDERSON INCOME ETF (JIII, ETF) and WISDOMTREE U.S. ADAPTIVE MOVING AVERAGE FUND (WAMA, ETF).
JIII vs WAMA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JIII
$186M
WAMA
$186M
Expense Ratio
JIII
0.54%
Winner
WAMA
0.32%
Max Drawdown
Winner
JIII
4.45%
WAMA
5.73%
Sharpe Ratio
JIII
0.42
Winner
WAMA
1.22
5Y Beta
Winner
JIII
0.09
WAMA
0.87
P/E Ratio
JIII
N/A
WAMA
28.28
Forward P/E
JIII
N/A
WAMA
20.89
PEG Ratio
JIII
N/A
WAMA
0.35
5Y EPS CAGR
JIII
N/A
WAMA
28.98%
Debt to Equity
JIII
N/A
WAMA
29.44%
P/S Ratio
JIII
N/A
WAMA
3.68
P/B Ratio
JIII
N/A
WAMA
5.69
JIII vs WAMA - Historical Returns
Returns include dividend reinvestment.
1M
JIII
-0.06%
Winner
WAMA
+0.71%
3M
JIII
+0.74%
Winner
WAMA
+6.55%
6M
JIII
+1.24%
WAMA
N/A
1Y
JIII
+5.26%
WAMA
N/A
Max(CAGR)
JIII
+6.13%
Winner
WAMA
+21.03%
JIII vs WAMA - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | JIII | WAMA |
|---|---|---|
| 2026 | +1.51% | +7.09% |
| 2025 | +8.32% | N/A |
| 2024 | +0.54% | N/A |
JIII vs WAMA Drawdown Comparison
The maximum drawdown for JIII was -3.55%, occurring on Apr 11, 2025. Recovery took 65 trading sessions.
The maximum drawdown for WAMA was -5.73%, occurring on Mar 30, 2026. Recovery took 22 trading sessions.
The current JIII drawdown is -0.51%. The current WAMA drawdown is -1.32%.
| Rank | JIII | WAMA |
|---|---|---|
| #1 | -3.55% Mar 3, 2025 - Jun 4, 2025 | -5.73% Mar 17, 2026 - Apr 17, 2026 |
| #2 | -2.27% Feb 27, 2026 - Apr 17, 2026 | -4.37% Jun 2, 2026 - Jun 10, 2026 |
| #3 | -1.56% Dec 6, 2024 - Jan 28, 2025 | -1.91% May 14, 2026 - May 26, 2026 |
| #4 | -1.35% May 6, 2026 - Jun 15, 2026 | -0.86% Apr 17, 2026 - Apr 22, 2026 |
| #5 | -1.23% Oct 28, 2025 - Dec 24, 2025 | -0.59% Mar 12, 2026 - Mar 16, 2026 |
| #6 | -1.03% Sep 16, 2025 - Oct 24, 2025 | -0.57% Apr 27, 2026 - Apr 30, 2026 |
| #7 | -0.74% Apr 17, 2026 - May 6, 2026 | -0.39% May 6, 2026 - May 8, 2026 |
| #8 | -0.67% Jun 16, 2026 - Jun 17, 2026 | -0.34% May 1, 2026 - May 5, 2026 |
| #9 | -0.51% Nov 19, 2024 - Nov 27, 2024 | -0.31% Apr 22, 2026 - Apr 24, 2026 |
| #10 | -0.50% Feb 5, 2025 - Feb 14, 2025 | -0.06% May 11, 2026 - May 13, 2026 |
| #11 | -0.44% Jun 16, 2025 - Jun 23, 2025 | N/A |
| #12 | -0.41% Feb 10, 2026 - Feb 13, 2026 | N/A |
| #13 | -0.41% Jun 4, 2025 - Jun 11, 2025 | N/A |
| #14 | -0.36% Sep 10, 2025 - Sep 16, 2025 | N/A |
| #15 | -0.33% Jan 6, 2026 - Jan 12, 2026 | N/A |
Correlation
Correlation between JIII and WAMA is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2024 - 2026)
JIII vs WAMA dividend yield comparison.
| Year | JIII | WAMA |
|---|---|---|
| 2026 | 3.07% | 0.42% |
| 2025 | 7.33% | 0.00% |
| 2024 | 0.44% | 0.00% |
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