JEDI vs. USDX
JEDI (Defiance Drone & Modern Warfare ETF) and USDX (SGI Enhanced Core ETF) are both exchange-traded funds - JEDI is a Aerospace & Defense fund tracking the BITA Drone & Modern Warfare Select Index, while USDX is a Intermediate Core Bond fund actively managed by Summit Global Investments. JEDI is passively managed, while USDX is actively managed. At a correlation of -0.11, they often move in opposite directions. JEDI charges 0.69%/yr vs 0.98%/yr for USDX.
Performance
JEDI vs. USDX - Performance Comparison
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Returns By Period
In the year-to-date period, JEDI achieves a 16.35% return, which is significantly higher than USDX's 2.55% return.
JEDI
- 1D
- -3.02%
- 1M
- -16.28%
- YTD
- 16.35%
- 6M
- 12.02%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
USDX
- 1D
- 0.04%
- 1M
- 0.31%
- YTD
- 2.55%
- 6M
- 2.67%
- 1Y
- 6.47%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JEDI vs. USDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
JEDI Defiance Drone & Modern Warfare ETF | 16.35% | -3.42% |
USDX SGI Enhanced Core ETF | 2.55% | 1.95% |
Correlation
The correlation between JEDI and USDX is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 26, 2025 | -0.11 |
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Return for Risk
JEDI vs. USDX — Risk / Return Rank
JEDI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
USDX
JEDI vs. USDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Defiance Drone & Modern Warfare ETF (JEDI) and SGI Enhanced Core ETF (USDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JEDI | USDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.77 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 6.93 | — |
| Martin ratioReturn relative to average drawdown | — | 44.33 | — |
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Drawdowns
JEDI vs. USDX - Drawdown Comparison
The maximum JEDI drawdown since its inception was -33.43%, which is greater than USDX's maximum drawdown of -0.94%. Use the drawdown chart below to compare losses from any high point for JEDI and USDX.
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Drawdown Indicators
| JEDI | USDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.43% | -0.94% | -32.49% |
Max Drawdown (1Y)Largest decline over 1 year | — | -0.94% | — |
Current DrawdownCurrent decline from peak | -33.43% | 0.00% | -33.43% |
Average DrawdownAverage peak-to-trough decline | -10.15% | -0.06% | -10.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.15% | — |
Volatility
JEDI vs. USDX - Volatility Comparison
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Volatility by Period
| JEDI | USDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.06% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 1.90% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 51.52% | 2.07% | +49.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.52% | 1.74% | +49.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 51.52% | 1.74% | +49.78% |
JEDI vs. USDX - Expense Ratio Comparison
JEDI has a 0.69% expense ratio, which is lower than USDX's 0.98% expense ratio.
Dividends
JEDI vs. USDX - Dividend Comparison
JEDI has not paid dividends to shareholders, while USDX's dividend yield for the trailing twelve months is around 5.86%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
JEDI Defiance Drone & Modern Warfare ETF | 0.00% | 0.00% | 0.00% |
USDX SGI Enhanced Core ETF | 5.86% | 5.88% | 4.60% |
Frequently Asked Questions
JEDI and USDX have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JEDI is cheaper at 0.69% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JEDI is cheaper with a 0.69% expense ratio, compared with 0.98% for USDX.
USDX has the higher dividend yield at 5.86%, compared with 0.00% for JEDI.
JEDI is categorized as Aerospace & Defense, while USDX is Intermediate Core Bond. Their fees differ too: 0.69% for JEDI and 0.98% for USDX.
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