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 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JPXN vs. PEP - Performance Comparison
Key characteristics
JPXN:
0.41
PEP:
-0.98
JPXN:
0.71
PEP:
-1.30
JPXN:
1.09
PEP:
0.84
JPXN:
0.60
PEP:
-0.71
JPXN:
1.64
PEP:
-1.71
JPXN:
5.11%
PEP:
11.43%
JPXN:
20.46%
PEP:
19.52%
JPXN:
-54.98%
PEP:
-40.41%
JPXN:
-1.81%
PEP:
-27.63%
Returns By Period
In the year-to-date period, JPXN achieves a 6.43% return, which is significantly higher than PEP's -11.51% return. Over the past 10 years, JPXN has underperformed PEP with an annualized return of 4.73%, while PEP has yielded a comparatively higher 6.61% annualized return.
JPXN
6.43%
0.38%
7.00%
9.50%
8.82%
4.73%
PEP
-11.51%
-10.27%
-21.00%
-21.99%
2.82%
6.61%
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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 2.15%, less than PEP's 4.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPXN iShares JPX-Nikkei 400 ETF | 2.15% | 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. | 4.08% | 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
iShares JPX-Nikkei 400 ETF (JPXN) has a higher volatility of 11.30% compared to PepsiCo, Inc. (PEP) at 9.14%. 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.