JPXN vs. PEP
Compare and contrast key facts about iShares JPX-Nikkei 400 ETF (JPXN) and PepsiCo, Inc. (PEP).
JPXN is a passively managed fund by iShares that tracks the performance of the JPX-Nikkei Index 400. It was launched on Oct 26, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPXN or PEP.
Correlation
The correlation between JPXN and PEP is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
JPXN vs. PEP - Performance Comparison
Key characteristics
JPXN:
0.53
PEP:
-0.35
JPXN:
0.82
PEP:
-0.39
JPXN:
1.10
PEP:
0.95
JPXN:
0.74
PEP:
-0.33
JPXN:
2.28
PEP:
-0.96
JPXN:
4.01%
PEP:
5.86%
JPXN:
17.39%
PEP:
16.24%
JPXN:
-54.98%
PEP:
-40.41%
JPXN:
-8.69%
PEP:
-16.95%
Returns By Period
In the year-to-date period, JPXN achieves a 5.39% return, which is significantly higher than PEP's -6.15% return. Over the past 10 years, JPXN has underperformed PEP with an annualized return of 5.60%, while PEP has yielded a comparatively higher 8.05% annualized return.
JPXN
5.39%
-1.35%
0.23%
8.68%
3.84%
5.60%
PEP
-6.15%
-1.63%
-5.73%
-5.09%
5.29%
8.05%
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Risk-Adjusted Performance
JPXN vs. PEP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares JPX-Nikkei 400 ETF (JPXN) and PepsiCo, Inc. (PEP). 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.
Dividends
JPXN vs. PEP - Dividend Comparison
JPXN's dividend yield for the trailing twelve months is around 4.15%, more than PEP's 3.45% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPXN iShares JPX-Nikkei 400 ETF | 4.15% | 2.58% | 1.47% | 2.63% | 1.27% | 1.92% | 1.60% | 1.50% | 2.07% | 1.32% | 1.42% | 1.18% |
PEP PepsiCo, Inc. | 3.45% | 2.91% | 2.50% | 2.45% | 2.71% | 2.77% | 3.25% | 2.64% | 2.83% | 2.76% | 2.68% | 2.70% |
Drawdowns
JPXN vs. PEP - Drawdown Comparison
The maximum JPXN drawdown since its inception was -54.98%, which is greater than PEP's maximum drawdown of -40.41%. Use the drawdown chart below to compare losses from any high point for JPXN and PEP. For additional features, visit the drawdowns tool.
Volatility
JPXN vs. PEP - Volatility Comparison
iShares JPX-Nikkei 400 ETF (JPXN) has a higher volatility of 4.85% compared to PepsiCo, Inc. (PEP) at 4.34%. This indicates that JPXN's price experiences larger fluctuations and is considered to be riskier than PEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.