JXN vs. IWF
Compare and contrast key facts about Jackson Financial Inc. (JXN) and iShares Russell 1000 Growth ETF (IWF).
IWF is a passively managed fund by iShares that tracks the performance of the Russell 1000 Growth Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JXN or IWF.
Key characteristics
| JXN | IWF | |
|---|---|---|
| YTD Return | 49.71% | 11.82% |
| 1Y Return | 175.70% | 36.71% |
| Sharpe Ratio | 5.10 | 2.48 |
| Daily Std Dev | 34.49% | 14.99% |
| Max Drawdown | -48.34% | -64.18% |
| Current Drawdown | -3.70% | -0.13% |
Correlation
The correlation between JXN and IWF is 0.47, 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
JXN vs. IWF - Performance Comparison
In the year-to-date period, JXN achieves a 49.71% return, which is significantly higher than IWF's 11.82% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
JXN vs. IWF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jackson Financial Inc. (JXN) and iShares Russell 1000 Growth ETF (IWF). 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
JXN vs. IWF - Dividend Comparison
JXN's dividend yield for the trailing twelve months is around 3.38%, more than IWF's 0.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JXN Jackson Financial Inc. | 3.38% | 4.84% | 6.32% | 1.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWF iShares Russell 1000 Growth ETF | 0.58% | 0.67% | 0.91% | 0.49% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% | 1.32% | 1.29% |
Drawdowns
JXN vs. IWF - Drawdown Comparison
The maximum JXN drawdown since its inception was -48.34%, smaller than the maximum IWF drawdown of -64.18%. Use the drawdown chart below to compare losses from any high point for JXN and IWF. For additional features, visit the drawdowns tool.
Volatility
JXN vs. IWF - Volatility Comparison
Jackson Financial Inc. (JXN) has a higher volatility of 10.05% compared to iShares Russell 1000 Growth ETF (IWF) at 4.71%. This indicates that JXN's price experiences larger fluctuations and is considered to be riskier than IWF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.