JXI vs. VPU
Compare and contrast key facts about iShares Global Utilities ETF (JXI) and Vanguard Utilities ETF (VPU).
JXI and VPU 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. VPU is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Utilities 25/50 Index. It was launched on Jan 26, 2004. Both JXI and VPU 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 VPU.
Key characteristics
| JXI | VPU | |
|---|---|---|
| YTD Return | 3.44% | 8.51% |
| 1Y Return | 1.17% | 3.39% |
| 3Y Return (Ann) | 1.92% | 3.65% |
| 5Y Return (Ann) | 5.68% | 5.87% |
| 10Y Return (Ann) | 5.72% | 8.13% |
| Sharpe Ratio | 0.07 | 0.18 |
| Daily Std Dev | 14.93% | 17.01% |
| Max Drawdown | -50.23% | -46.31% |
| Current Drawdown | -4.37% | -7.61% |
Correlation
The correlation between JXI and VPU is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
JXI vs. VPU - Performance Comparison
In the year-to-date period, JXI achieves a 3.44% return, which is significantly lower than VPU's 8.51% return. Over the past 10 years, JXI has underperformed VPU with an annualized return of 5.72%, while VPU has yielded a comparatively higher 8.13% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JXI vs. VPU - Expense Ratio Comparison
JXI has a 0.46% expense ratio, which is higher than VPU's 0.10% expense ratio.
Risk-Adjusted Performance
JXI vs. VPU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Utilities ETF (JXI) and Vanguard Utilities ETF (VPU). 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. VPU - Dividend Comparison
JXI's dividend yield for the trailing twelve months is around 3.46%, more than VPU's 3.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JXI iShares Global Utilities ETF | 3.46% | 3.58% | 3.13% | 2.78% | 2.65% | 3.43% | 3.16% | 3.62% | 4.77% | 3.78% | 3.55% | 4.30% |
VPU Vanguard Utilities ETF | 3.21% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% | 3.02% | 3.76% |
Drawdowns
JXI vs. VPU - Drawdown Comparison
The maximum JXI drawdown since its inception was -50.23%, which is greater than VPU's maximum drawdown of -46.31%. Use the drawdown chart below to compare losses from any high point for JXI and VPU. For additional features, visit the drawdowns tool.
Volatility
JXI vs. VPU - Volatility Comparison
The current volatility for iShares Global Utilities ETF (JXI) is 4.09%, while Vanguard Utilities ETF (VPU) has a volatility of 4.68%. This indicates that JXI experiences smaller price fluctuations and is considered to be less risky than VPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.