JXX vs INVG
Comparison between JANUS HENDERSON TRANSFORMATIONAL GROWTH ETF (JXX, ETF) and GMO SYSTEMATIC INVESTMENT GRADE CREDIT ETF (INVG, ETF).
JXX vs INVG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JXX
$28M
Winner
INVG
$28M
Expense Ratio
JXX
0.57%
Winner
INVG
0.25%
Max Drawdown
JXX
23.76%
Winner
INVG
4.38%
Sharpe Ratio
Winner
JXX
1.21
INVG
0.57
5Y Beta
JXX
1.18
Winner
INVG
0.16
P/E Ratio
JXX
84.34
INVG
N/A
Forward P/E
JXX
36.89
INVG
N/A
5Y EPS CAGR
JXX
20.25%
INVG
N/A
P/S Ratio
JXX
2.53
INVG
N/A
P/B Ratio
JXX
9.40
INVG
N/A
JXX vs INVG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JXX
+3.00%
INVG
+0.82%
3M
Winner
JXX
+24.66%
INVG
+1.95%
6M
Winner
JXX
+13.98%
INVG
+1.50%
1Y
Winner
JXX
+28.81%
INVG
+5.43%
Max(CAGR)
Winner
JXX
+17.98%
INVG
+5.66%
JXX vs INVG - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | JXX | INVG |
|---|---|---|
| 2026 | +12.71% | +1.06% |
| 2025 | +10.47% | +4.70% |
JXX vs INVG Drawdown Comparison
The maximum drawdown for JXX was -23.73%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for INVG was -3.15%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current JXX drawdown is -5.78%. The current INVG drawdown is -0.53%.
| Rank | JXX | INVG |
|---|---|---|
| #1 | -23.73% Feb 19, 2025 - Jun 30, 2025 | -3.15% Feb 20, 2026 - Mar 27, 2026 |
| #2 | -18.02% Jan 12, 2026 - Apr 22, 2026 | -1.67% Oct 28, 2025 - Feb 10, 2026 |
| #3 | -9.14% Oct 27, 2025 - Jan 12, 2026 | -1.12% Jul 1, 2025 - Jul 29, 2025 |
| #4 | -8.13% Jun 1, 2026 - Jun 10, 2026 | -0.88% Sep 16, 2025 - Oct 14, 2025 |
| #5 | -4.75% May 14, 2026 - May 28, 2026 | -0.63% Jun 4, 2025 - Jun 12, 2025 |
| #6 | -3.94% Sep 22, 2025 - Oct 27, 2025 | -0.59% Aug 13, 2025 - Aug 22, 2025 |
| #7 | -2.88% Jul 25, 2025 - Aug 15, 2025 | -0.53% Jun 12, 2025 - Jun 23, 2025 |
| #8 | -2.51% Aug 28, 2025 - Sep 8, 2025 | -0.52% Aug 28, 2025 - Sep 4, 2025 |
| #9 | -2.07% Aug 18, 2025 - Aug 27, 2025 | -0.35% Aug 6, 2025 - Aug 13, 2025 |
| #10 | -2.00% Apr 22, 2026 - May 1, 2026 | -0.28% Jul 29, 2025 - Aug 1, 2025 |
| #11 | -1.66% Sep 10, 2025 - Sep 22, 2025 | -0.20% Sep 8, 2025 - Sep 10, 2025 |
| #12 | -1.38% Jul 3, 2025 - Jul 16, 2025 | -0.20% Jun 26, 2025 - Jun 30, 2025 |
| #13 | -1.22% Jul 17, 2025 - Jul 25, 2025 | -0.16% Aug 22, 2025 - Aug 28, 2025 |
| #14 | -1.13% May 8, 2026 - May 13, 2026 | -0.14% Sep 11, 2025 - Sep 15, 2025 |
| #15 | -1.04% Feb 6, 2025 - Feb 10, 2025 | -0.14% Oct 16, 2025 - Oct 20, 2025 |
Correlation
Correlation between JXX and INVG is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.48
-101
Dividend Comparison (2025 - 2026)
JXX vs INVG dividend yield comparison.
| Year | JXX | INVG |
|---|---|---|
| 2026 | 0.00% | 1.83% |
| 2025 | 0.04% | 2.81% |
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