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.
Correlation
The correlation between JXN and IWF is 0.45, 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
Key characteristics
JXN:
1.97
IWF:
1.76
JXN:
2.54
IWF:
2.32
JXN:
1.36
IWF:
1.32
JXN:
3.09
IWF:
2.32
JXN:
9.57
IWF:
8.93
JXN:
8.13%
IWF:
3.45%
JXN:
39.56%
IWF:
17.54%
JXN:
-48.34%
IWF:
-64.18%
JXN:
-24.34%
IWF:
-5.22%
Returns By Period
In the year-to-date period, JXN achieves a -1.87% return, which is significantly lower than IWF's -1.22% return.
JXN
-1.87%
-6.66%
7.05%
77.63%
N/A
N/A
IWF
-1.22%
-4.10%
5.21%
30.47%
17.74%
16.66%
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Risk-Adjusted Performance
JXN vs. IWF — Risk-Adjusted Performance Rank
JXN
IWF
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 3.28%, more than IWF's 0.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JXN Jackson Financial Inc. | 3.28% | 3.22% | 4.84% | 6.32% | 1.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWF iShares Russell 1000 Growth ETF | 0.46% | 0.46% | 0.67% | 0.91% | 0.50% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% | 1.33% |
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 9.77% compared to iShares Russell 1000 Growth ETF (IWF) at 6.06%. 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.