JXI vs. AVDV
Compare and contrast key facts about iShares Global Utilities ETF (JXI) and Avantis International Small Cap Value ETF (AVDV).
JXI and AVDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JXI is a passively managed fund by iShares that tracks the performance of the S&P Global Utilities Index. It was launched on Sep 21, 2006. AVDV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JXI or AVDV.
Correlation
The correlation between JXI and AVDV is 0.54, 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
JXI vs. AVDV - Performance Comparison
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Key characteristics
JXI:
1.11
AVDV:
0.85
JXI:
1.73
AVDV:
1.34
JXI:
1.24
AVDV:
1.19
JXI:
1.87
AVDV:
1.18
JXI:
4.58
AVDV:
4.15
JXI:
4.26%
AVDV:
4.05%
JXI:
15.19%
AVDV:
18.52%
JXI:
-50.23%
AVDV:
-43.01%
JXI:
-0.87%
AVDV:
0.00%
Returns By Period
In the year-to-date period, JXI achieves a 11.97% return, which is significantly lower than AVDV's 13.66% return.
JXI
11.97%
7.29%
7.66%
16.37%
10.38%
7.83%
AVDV
13.66%
12.83%
12.47%
15.74%
15.73%
N/A
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JXI vs. AVDV - Expense Ratio Comparison
JXI has a 0.46% expense ratio, which is higher than AVDV's 0.36% expense ratio.
Risk-Adjusted Performance
JXI vs. AVDV — Risk-Adjusted Performance Rank
JXI
AVDV
JXI vs. AVDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Utilities ETF (JXI) and Avantis International Small Cap Value ETF (AVDV). 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.
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Dividends
JXI vs. AVDV - Dividend Comparison
JXI's dividend yield for the trailing twelve months is around 2.70%, less than AVDV's 3.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JXI iShares Global Utilities ETF | 2.70% | 3.02% | 3.58% | 3.13% | 2.78% | 2.65% | 3.43% | 3.16% | 3.62% | 4.77% | 3.78% | 3.55% |
AVDV Avantis International Small Cap Value ETF | 3.79% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JXI vs. AVDV - Drawdown Comparison
The maximum JXI drawdown since its inception was -50.23%, which is greater than AVDV's maximum drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for JXI and AVDV. For additional features, visit the drawdowns tool.
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Volatility
JXI vs. AVDV - Volatility Comparison
The current volatility for iShares Global Utilities ETF (JXI) is 4.20%, while Avantis International Small Cap Value ETF (AVDV) has a volatility of 4.60%. This indicates that JXI experiences smaller price fluctuations and is considered to be less risky than AVDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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