JSMD vs XAGG
Comparison between JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF (JSMD, ETF) and EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF).
JSMD vs XAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JSMD
$1.10B
Winner
XAGG
$1.20B
Expense Ratio
Winner
JSMD
0.30%
XAGG
0.50%
Max Drawdown
JSMD
38.98%
Winner
XAGG
3.39%
Sharpe Ratio
Winner
JSMD
0.86
XAGG
0.35
5Y Beta
JSMD
1.13
Winner
XAGG
0.17
P/E Ratio
JSMD
34.00
XAGG
N/A
Forward P/E
JSMD
18.62
XAGG
N/A
5Y Dividends CAGR
JSMD
25.97%
XAGG
N/A
5Y EPS CAGR
JSMD
25.40%
XAGG
N/A
Debt to Equity
JSMD
85.08%
XAGG
N/A
P/S Ratio
JSMD
1.63
XAGG
N/A
P/B Ratio
JSMD
6.01
XAGG
N/A
JSMD vs XAGG - Historical Returns
Returns include dividend reinvestment.
1M
JSMD
-1.34%
Winner
XAGG
-0.18%
3M
Winner
JSMD
+7.22%
XAGG
+0.01%
6M
Winner
JSMD
+9.70%
XAGG
+0.52%
1Y
JSMD
+20.34%
XAGG
N/A
5Y(CAGR)
JSMD
+7.85%
XAGG
N/A
10Y(CAGR)
JSMD
+13.00%
XAGG
N/A
Max(CAGR)
Winner
JSMD
+14.15%
XAGG
+4.99%
JSMD vs XAGG - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | JSMD | XAGG |
|---|---|---|
| 2026 | +16.31% | +1.62% |
| 2025 | +9.39% | +1.61% |
| 2024 | +15.97% | N/A |
| 2023 | +27.26% | N/A |
| 2022 | -23.04% | N/A |
| 2021 | +10.82% | N/A |
| 2020 | +29.98% | N/A |
| 2019 | +30.77% | N/A |
| 2018 | -4.60% | N/A |
| 2017 | +24.45% | N/A |
| 2016 | +24.38% | N/A |
JSMD vs XAGG Drawdown Comparison
The maximum drawdown for JSMD was -38.98%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.
The current JSMD drawdown is -5.46%. The current XAGG drawdown is -0.84%.
| Rank | JSMD | XAGG |
|---|---|---|
| #1 | -38.98% Jan 23, 2020 - Jul 23, 2020 | -2.88% Feb 27, 2026 - Jun 16, 2026 |
| #2 | -32.18% Nov 16, 2021 - Mar 28, 2024 | -0.84% Jul 6, 2026 - Jul 23, 2026 |
| #3 | -27.05% Sep 14, 2018 - Nov 26, 2019 | -0.71% Dec 4, 2025 - Dec 22, 2025 |
| #4 | -24.02% Dec 4, 2024 - Aug 22, 2025 | -0.60% Jun 16, 2026 - Jun 29, 2026 |
| #5 | -14.86% Jan 22, 2026 - Apr 17, 2026 | -0.36% Nov 13, 2025 - Nov 21, 2025 |
| #6 | -11.27% Jul 14, 2017 - Nov 29, 2017 | -0.31% Jan 14, 2026 - Jan 22, 2026 |
| #7 | -10.49% Sep 18, 2025 - Jan 15, 2026 | -0.22% Nov 28, 2025 - Dec 3, 2025 |
| #8 | -9.09% Jul 16, 2024 - Sep 19, 2024 | -0.22% Feb 10, 2026 - Feb 12, 2026 |
| #9 | -8.68% Jan 26, 2018 - Mar 9, 2018 | -0.19% Jan 30, 2026 - Feb 6, 2026 |
| #10 | -8.52% Feb 9, 2021 - Apr 16, 2021 | -0.18% Jun 29, 2026 - Jul 6, 2026 |
| #11 | -8.51% Apr 26, 2021 - Nov 3, 2021 | -0.16% Dec 24, 2025 - Jan 2, 2026 |
| #12 | -8.13% Sep 2, 2020 - Oct 7, 2020 | -0.13% Jan 6, 2026 - Jan 9, 2026 |
| #13 | -7.87% Jun 7, 2016 - Jul 11, 2016 | -0.08% Nov 10, 2025 - Nov 12, 2025 |
| #14 | -7.34% Mar 28, 2024 - Jul 15, 2024 | -0.06% Jan 9, 2026 - Jan 14, 2026 |
| #15 | -7.31% Oct 12, 2020 - Nov 5, 2020 | -0.04% Feb 17, 2026 - Feb 24, 2026 |
Correlation
Correlation between JSMD and XAGG is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2016 - 2026)
JSMD vs XAGG dividend yield comparison.
| Year | JSMD | XAGG |
|---|---|---|
| 2026 | 0.17% | 3.44% |
| 2025 | 0.54% | 1.02% |
| 2024 | 0.76% | 0.00% |
| 2023 | 0.44% | 0.00% |
| 2022 | 0.40% | 0.00% |
| 2021 | 0.28% | 0.00% |
| 2020 | 0.24% | 0.00% |
| 2019 | 0.32% | 0.00% |
| 2018 | 0.53% | 0.00% |
| 2017 | 0.30% | 0.00% |
| 2016 | 0.36% | 0.00% |
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