JXI vs. DXJ
Compare and contrast key facts about iShares Global Utilities ETF (JXI) and WisdomTree Japan Hedged Equity Fund (DXJ).
JXI and DXJ 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. DXJ is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Japan Hedged Equity Index. It was launched on Jun 16, 2006. Both JXI and DXJ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JXI or DXJ.
Correlation
The correlation between JXI and DXJ is 0.63, 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. DXJ - Performance Comparison
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Key characteristics
JXI:
1.11
DXJ:
0.19
JXI:
1.73
DXJ:
0.43
JXI:
1.24
DXJ:
1.06
JXI:
1.87
DXJ:
0.23
JXI:
4.58
DXJ:
0.69
JXI:
4.26%
DXJ:
7.50%
JXI:
15.19%
DXJ:
25.82%
JXI:
-50.23%
DXJ:
-49.63%
JXI:
-0.87%
DXJ:
-3.58%
Returns By Period
In the year-to-date period, JXI achieves a 11.97% return, which is significantly higher than DXJ's 0.32% return. Over the past 10 years, JXI has underperformed DXJ with an annualized return of 7.83%, while DXJ has yielded a comparatively higher 10.22% annualized return.
JXI
11.97%
7.29%
7.66%
16.37%
10.38%
7.83%
DXJ
0.32%
12.85%
3.65%
5.15%
23.36%
10.22%
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JXI vs. DXJ - Expense Ratio Comparison
JXI has a 0.46% expense ratio, which is lower than DXJ's 0.48% expense ratio.
Risk-Adjusted Performance
JXI vs. DXJ — Risk-Adjusted Performance Rank
JXI
DXJ
JXI vs. DXJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Utilities ETF (JXI) and WisdomTree Japan Hedged Equity Fund (DXJ). 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. DXJ - Dividend Comparison
JXI's dividend yield for the trailing twelve months is around 2.70%, less than DXJ's 3.20% 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% |
DXJ WisdomTree Japan Hedged Equity Fund | 3.20% | 3.48% | 3.44% | 3.02% | 2.64% | 2.53% | 2.47% | 2.92% | 2.30% | 1.98% | 5.95% | 11.61% |
Drawdowns
JXI vs. DXJ - Drawdown Comparison
The maximum JXI drawdown since its inception was -50.23%, roughly equal to the maximum DXJ drawdown of -49.63%. Use the drawdown chart below to compare losses from any high point for JXI and DXJ. For additional features, visit the drawdowns tool.
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Volatility
JXI vs. DXJ - Volatility Comparison
The current volatility for iShares Global Utilities ETF (JXI) is 4.20%, while WisdomTree Japan Hedged Equity Fund (DXJ) has a volatility of 8.40%. This indicates that JXI experiences smaller price fluctuations and is considered to be less risky than DXJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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