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 0.30, 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:
0.23
PEP:
-0.48
JPXN:
0.43
PEP:
-0.58
JPXN:
1.05
PEP:
0.93
JPXN:
0.34
PEP:
-0.35
JPXN:
0.85
PEP:
-1.09
JPXN:
4.63%
PEP:
7.41%
JPXN:
17.26%
PEP:
16.68%
JPXN:
-54.98%
PEP:
-40.41%
JPXN:
-9.01%
PEP:
-20.27%
Returns By Period
In the year-to-date period, JPXN achieves a -1.37% return, which is significantly higher than PEP's -2.51% return. Over the past 10 years, JPXN has underperformed PEP with an annualized return of 5.56%, while PEP has yielded a comparatively higher 7.27% annualized return.
JPXN
-1.37%
-0.51%
-5.47%
2.79%
3.78%
5.56%
PEP
-2.51%
-2.97%
-10.14%
-7.70%
3.63%
7.27%
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Risk-Adjusted Performance
JPXN vs. PEP — Risk-Adjusted Performance Rank
JPXN
PEP
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 2.32%, less than PEP's 3.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPXN iShares JPX-Nikkei 400 ETF | 2.32% | 2.29% | 2.58% | 1.47% | 2.63% | 1.27% | 1.92% | 1.60% | 1.50% | 2.07% | 1.32% | 1.42% |
PEP PepsiCo, Inc. | 3.61% | 3.52% | 2.92% | 2.51% | 2.45% | 2.71% | 2.77% | 3.25% | 2.64% | 2.83% | 2.76% | 2.68% |
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
The current volatility for iShares JPX-Nikkei 400 ETF (JPXN) is 4.10%, while PepsiCo, Inc. (PEP) has a volatility of 5.32%. This indicates that JPXN experiences smaller price fluctuations and is considered to be less risky than PEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.