JXX vs VUSG
Comparison between JANUS HENDERSON TRANSFORMATIONAL GROWTH ETF (JXX, ETF) and VANGUARD WELLINGTON U.S. GROWTH ACTIVE ETF ETF SHARES (VUSG, ETF).
JXX vs VUSG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JXX
$28M
VUSG
$28M
Expense Ratio
JXX
0.57%
Winner
VUSG
0.35%
Max Drawdown
JXX
23.76%
Winner
VUSG
15.14%
Sharpe Ratio
Winner
JXX
1.21
VUSG
0.46
5Y Beta
Winner
JXX
1.18
VUSG
1.37
P/E Ratio
JXX
84.34
Winner
VUSG
38.96
Forward P/E
JXX
36.89
Winner
VUSG
26.66
5Y EPS CAGR
JXX
20.25%
Winner
VUSG
38.03%
P/S Ratio
Winner
JXX
2.53
VUSG
5.23
P/B Ratio
Winner
JXX
9.40
VUSG
9.46
JXX vs VUSG - Holdings Comparison
JXX and VUSG have 8 common holdings. Overlap is 19.61%
JXX's top 25 holdings weight is 100.01%. VUSG's top 25 holdings weight is 90.56%.
| Rank | JXX | VUSG |
|---|---|---|
| #1 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 11.29% | NVIDIA CORP (NVDA) - 15.14% |
| #2 | BROADCOM INC (AVGO) - 9.08% | MICROSOFT CORP (MSFT) - 11.56% |
| #3 | ORACLE CORP (ORCL) - 8.78% | APPLE INC (AAPL) - 8.46% |
| #4 | AMAZON.COM INC (AMZN) - 8.53% | ALPHABET INC CLASS A (GOOGL) - 7.79% |
| #5 | DATADOG INC CLASS A (DDOG) - 6.08% | AMAZON.COM INC (AMZN) - 6.02% |
| #6 | FORGENT POWER SOLUTIONS INC ORDINARY SHARES CLASS A (FPS) - 5.30% | BROADCOM INC (AVGO) - 4.67% |
| #7 | HOWMET AEROSPACE INC (HWM) - 4.70% | MASTERCARD INC CLASS A (MA) - 3.74% |
| #8 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 4.10% | ELI LILLY AND CO (LLY) - 3.08% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 3.84% | ISHARES RUSSELL 1000 GROWTH ETF (IWF) - 2.86% |
| #10 | MADRIGAL PHARMACEUTICALS INC (MDGL) - 3.49% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.64% |
| #11 | BOEING CO (BA) - 3.47% | META PLATFORMS INC CLASS A (META) - 2.63% |
| #12 | LEGENCE CORP ORDINARY SHARES CLASS A (LGN) - 3.43% | ASML HOLDING NV ADR (ASML) - 2.26% |
| #13 | DANAHER CORP (DHR) - 3.39% | COHERENT CORP (COHR) - 2.10% |
| #14 | LUMENTUM HOLDINGS INC (LITE) - 3.37% | WELLTOWER INC (WELL) - 1.93% |
| #15 | ELI LILLY AND CO (LLY) - 3.04% | TESLA INC (TSLA) - 1.93% |
| #16 | DRAFTKINGS INC ORDINARY SHARES CLASS A (DKNG) - 3.01% | MERCADOLIBRE INC (MELI) - 1.91% |
| #17 | UNITEDHEALTH GROUP INC (UNH) - 2.99% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 1.67% |
| #18 | MERCADOLIBRE INC (MELI) - 2.44% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.55% |
| #19 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 2.30% | WIX.COM LTD (WIX) - 1.39% |
| #20 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.95% | AXON ENTERPRISE INC (AXON) - 1.33% |
| #21 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.92% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 1.26% |
| #22 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.78% | HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC (HASI) - 1.21% |
| #23 | VAXCYTE INC ORDINARY SHARES (PCVX) - 1.41% | NEXTPOWER INC CLASS A (NXT) - 1.19% |
| #24 | JANUS HENDERS CASH LIQUDITY FUND (n/a) - 0.32% | UNITY SOFTWARE INC ORDINARY SHARES (U) - 1.16% |
| #25 | SECURITIES LENDING FEE (n/a) - 0.00% | ARGENX SE ADR (ARGX) - 1.08% |
| Total Holdings | 25 | 39 |
JXX vs VUSG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JXX
+3.00%
VUSG
-2.27%
3M
Winner
JXX
+24.66%
VUSG
+9.37%
6M
Winner
JXX
+13.98%
VUSG
+3.44%
1Y
JXX
+28.81%
VUSG
N/A
Max(CAGR)
Winner
JXX
+17.98%
VUSG
+11.25%
JXX vs VUSG - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | JXX | VUSG |
|---|---|---|
| 2026 | +12.71% | +2.91% |
| 2025 | +10.47% | +3.21% |
JXX vs VUSG Drawdown Comparison
The maximum drawdown for JXX was -23.73%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for VUSG was -15.14%, occurring on Mar 30, 2026. Recovery took 66 trading sessions.
The current JXX drawdown is -5.78%. The current VUSG drawdown is -6.45%.
| Rank | JXX | VUSG |
|---|---|---|
| #1 | -23.73% Feb 19, 2025 - Jun 30, 2025 | -15.14% Jan 12, 2026 - Apr 17, 2026 |
| #2 | -18.02% Jan 12, 2026 - Apr 22, 2026 | -8.16% Jun 1, 2026 - Jun 10, 2026 |
| #3 | -9.14% Oct 27, 2025 - Jan 12, 2026 | -4.94% Dec 10, 2025 - Jan 12, 2026 |
| #4 | -8.13% Jun 1, 2026 - Jun 10, 2026 | -3.01% May 14, 2026 - May 28, 2026 |
| #5 | -4.75% May 14, 2026 - May 28, 2026 | -2.07% Nov 19, 2025 - Nov 24, 2025 |
| #6 | -3.94% Sep 22, 2025 - Oct 27, 2025 | -1.50% Apr 22, 2026 - Apr 24, 2026 |
| #7 | -2.88% Jul 25, 2025 - Aug 15, 2025 | -1.14% Apr 27, 2026 - May 1, 2026 |
| #8 | -2.51% Aug 28, 2025 - Sep 8, 2025 | -0.90% Apr 17, 2026 - Apr 22, 2026 |
| #9 | -2.07% Aug 18, 2025 - Aug 27, 2025 | -0.63% May 8, 2026 - May 13, 2026 |
| #10 | -2.00% Apr 22, 2026 - May 1, 2026 | -0.54% Nov 28, 2025 - Dec 2, 2025 |
| #11 | -1.66% Sep 10, 2025 - Sep 22, 2025 | -0.21% May 1, 2026 - May 6, 2026 |
| #12 | -1.38% Jul 3, 2025 - Jul 16, 2025 | -0.13% Dec 2, 2025 - Dec 4, 2025 |
| #13 | -1.22% Jul 17, 2025 - Jul 25, 2025 | -0.01% May 6, 2026 - May 8, 2026 |
| #14 | -1.13% May 8, 2026 - May 13, 2026 | N/A |
| #15 | -1.04% Feb 6, 2025 - Feb 10, 2025 | N/A |
Correlation
Correlation between JXX and VUSG is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2025 - 2025)
JXX vs VUSG dividend yield comparison.
| Year | JXX | VUSG |
|---|---|---|
| 2025 | 0.04% | 0.02% |
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