JXI vs. DIVO
Compare and contrast key facts about iShares Global Utilities ETF (JXI) and Amplify CWP Enhanced Dividend Income ETF (DIVO).
JXI and DIVO 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. DIVO is an actively managed fund by Amplify Investments. It was launched on Dec 14, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JXI or DIVO.
Correlation
The correlation between JXI and DIVO 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
JXI vs. DIVO - Performance Comparison
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Key characteristics
JXI:
1.11
DIVO:
0.69
JXI:
1.73
DIVO:
1.16
JXI:
1.24
DIVO:
1.17
JXI:
1.87
DIVO:
0.88
JXI:
4.58
DIVO:
3.32
JXI:
4.26%
DIVO:
3.20%
JXI:
15.19%
DIVO:
13.96%
JXI:
-50.23%
DIVO:
-30.04%
JXI:
-0.87%
DIVO:
-3.87%
Returns By Period
In the year-to-date period, JXI achieves a 11.97% return, which is significantly higher than DIVO's 1.69% return.
JXI
11.97%
7.29%
7.66%
16.37%
10.38%
7.83%
DIVO
1.69%
4.58%
-1.08%
9.41%
13.59%
N/A
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JXI vs. DIVO - Expense Ratio Comparison
JXI has a 0.46% expense ratio, which is lower than DIVO's 0.55% expense ratio.
Risk-Adjusted Performance
JXI vs. DIVO — Risk-Adjusted Performance Rank
JXI
DIVO
JXI vs. DIVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Utilities ETF (JXI) and Amplify CWP Enhanced Dividend Income ETF (DIVO). 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. DIVO - Dividend Comparison
JXI's dividend yield for the trailing twelve months is around 2.70%, less than DIVO's 4.82% 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% |
DIVO Amplify CWP Enhanced Dividend Income ETF | 4.82% | 4.70% | 4.67% | 4.76% | 4.79% | 4.92% | 8.16% | 5.27% | 3.83% | 0.00% | 0.00% | 0.00% |
Drawdowns
JXI vs. DIVO - Drawdown Comparison
The maximum JXI drawdown since its inception was -50.23%, which is greater than DIVO's maximum drawdown of -30.04%. Use the drawdown chart below to compare losses from any high point for JXI and DIVO. For additional features, visit the drawdowns tool.
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Volatility
JXI vs. DIVO - Volatility Comparison
The current volatility for iShares Global Utilities ETF (JXI) is 4.20%, while Amplify CWP Enhanced Dividend Income ETF (DIVO) has a volatility of 4.67%. This indicates that JXI experiences smaller price fluctuations and is considered to be less risky than DIVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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