JXI vs. VOO
Compare and contrast key facts about iShares Global Utilities ETF (JXI) and Vanguard S&P 500 ETF (VOO).
JXI and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both JXI and VOO 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 VOO.
Correlation
The correlation between JXI and VOO is 0.59, 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. VOO - Performance Comparison
Key characteristics
JXI:
1.11
VOO:
2.25
JXI:
1.54
VOO:
2.98
JXI:
1.19
VOO:
1.42
JXI:
1.06
VOO:
3.31
JXI:
3.85
VOO:
14.77
JXI:
3.86%
VOO:
1.90%
JXI:
13.39%
VOO:
12.46%
JXI:
-50.23%
VOO:
-33.99%
JXI:
-8.77%
VOO:
-2.47%
Returns By Period
In the year-to-date period, JXI achieves a 13.02% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, JXI has underperformed VOO with an annualized return of 6.18%, while VOO has yielded a comparatively higher 13.08% annualized return.
JXI
13.02%
-4.62%
7.37%
14.32%
4.96%
6.18%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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JXI vs. VOO - Expense Ratio Comparison
JXI has a 0.46% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JXI vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Utilities ETF (JXI) and Vanguard S&P 500 ETF (VOO). 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
JXI vs. VOO - Dividend Comparison
JXI's dividend yield for the trailing twelve months is around 3.03%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JXI iShares Global Utilities ETF | 3.03% | 3.58% | 3.13% | 2.78% | 2.65% | 3.43% | 3.16% | 3.62% | 4.77% | 3.78% | 3.55% | 4.30% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
JXI vs. VOO - Drawdown Comparison
The maximum JXI drawdown since its inception was -50.23%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JXI and VOO. For additional features, visit the drawdowns tool.
Volatility
JXI vs. VOO - Volatility Comparison
iShares Global Utilities ETF (JXI) has a higher volatility of 4.13% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that JXI's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.