BLCV vs JXI
Comparison between iShares Large Cap Value Active ETF (BLCV, ETF) and ISHARES GLOBAL UTILITIES ETF (JXI, ETF).
BLCV vs JXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BLCV
$325M
JXI
$324M
Expense Ratio
BLCV
0.46%
Winner
JXI
0.39%
Max Drawdown
Winner
BLCV
14.20%
JXI
52.89%
Sharpe Ratio
Winner
BLCV
1.42
JXI
1.12
5Y Beta
BLCV
0.69
Winner
JXI
0.29
P/E Ratio
BLCV
23.39
Winner
JXI
19.77
Forward P/E
Winner
BLCV
16.65
JXI
18.46
PEG Ratio
Winner
BLCV
0.39
JXI
0.75
5Y Dividends CAGR
BLCV
N/A
JXI
3.01%
5Y EPS CAGR
Winner
BLCV
15.54%
JXI
12.59%
Debt to Equity
BLCV
N/A
JXI
141.93%
P/S Ratio
Winner
BLCV
1.61
JXI
2.70
P/B Ratio
BLCV
2.77
Winner
JXI
2.27
BLCV vs JXI - Holdings Comparison
BLCV and JXI have 4 common holdings. Overlap is 2.85%
BLCV's top 25 holdings weight is 64.40%. JXI's top 25 holdings weight is 70.46%.
| Rank | BLCV | JXI |
|---|---|---|
| #1 | WESTERN DIGITAL CORP (WDC) - 6.03% | NEXTERA ENERGY INC (NEE) - 7.98% |
| #2 | AMAZON.COM INC (AMZN) - 3.83% | IBERDROLA SA (n/a) - 6.42% |
| #3 | WESCO INTERNATIONAL INC (WCC) - 3.80% | SOUTHERN CO (SO) - 4.49% |
| #4 | MICROSOFT CORP (MSFT) - 3.52% | DUKE ENERGY CORP (DUK) - 4.27% |
| #5 | WELLS FARGO & CO (WFC) - 2.91% | ENEL SPA (n/a) - 3.94% |
| #6 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.86% | CONSTELLATION ENERGY CORP (CEG) - 3.79% |
| #7 | CHARLES SCHWAB CORP (SCHW) - 2.78% | NATIONAL GRID PLC (n/a) - 3.63% |
| #8 | CVS HEALTH CORP (CVS) - 2.73% | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.07% |
| #9 | BOEING CO (BA) - 2.60% | ENGIE SA (n/a) - 2.64% |
| #10 | KEURIG DR PEPPER INC (KDP) - 2.44% | SEMPRA (SRE) - 2.61% |
| #11 | APPLIED MATERIALS INC (AMAT) - 2.36% | DOMINION ENERGY INC (D) - 2.53% |
| #12 | PPG INDUSTRIES INC (PPG) - 2.34% | VISTRA CORP (VST) - 2.26% |
| #13 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.31% | ENTERGY CORP (ETR) - 2.18% |
| #14 | ALPHABET INC CLASS A (GOOGL) - 2.31% | E.ON SE (n/a) - 2.13% |
| #15 | FEDEX CORP (FDX) - 2.27% | EXELON CORP (EXC) - 2.10% |
| #16 | CITIGROUP INC (C) - 2.24% | XCEL ENERGY INC (XEL) - 2.07% |
| #17 | META PLATFORMS INC CLASS A (META) - 2.11% | RWE AG CLASS A (n/a) - 1.97% |
| #18 | TEXAS INSTRUMENTS INC (TXN) - 2.08% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.76% |
| #19 | INTERCONTINENTAL EXCHANGE INC (ICE) - 2.04% | SSE PLC (n/a) - 1.73% |
| #20 | BP PLC ADR (BP) - 1.93% | CONSOLIDATED EDISON INC (ED) - 1.71% |
| #21 | BAXTER INTERNATIONAL INC (BAX) - 1.80% | PG&E CORP (PCG) - 1.63% |
| #22 | THE WALT DISNEY CO (DIS) - 1.78% | WEC ENERGY GROUP INC (WEC) - 1.62% |
| #23 | HASBRO INC (HAS) - 1.78% | DTE ENERGY CO (DTE) - 1.33% |
| #24 | APTIV PLC (APTV) - 1.78% | AMEREN CORP (AEE) - 1.33% |
| #25 | UNITEDHEALTH GROUP INC (UNH) - 1.77% | ATMOS ENERGY CORP (ATO) - 1.27% |
| Total Holdings | 59 | 86 |
BLCV vs JXI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLCV
+3.87%
JXI
-1.44%
3M
Winner
BLCV
+11.68%
JXI
-2.29%
6M
BLCV
+8.88%
Winner
JXI
+8.96%
1Y
Winner
BLCV
+21.64%
JXI
+17.37%
5Y(CAGR)
BLCV
N/A
JXI
+9.48%
10Y(CAGR)
BLCV
N/A
JXI
+9.29%
Max(CAGR)
Winner
BLCV
+19.14%
JXI
+6.25%
BLCV vs JXI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BLCV | JXI |
|---|---|---|
| 2026 | +8.41% | +6.43% |
| 2025 | +20.30% | +25.05% |
| 2024 | +12.01% | +12.72% |
| 2023 | +15.73% | +0.76% |
| 2022 | N/A | -3.75% |
| 2021 | N/A | +12.21% |
| 2020 | N/A | +5.98% |
| 2019 | N/A | +25.43% |
| 2018 | N/A | +2.68% |
| 2017 | N/A | +15.13% |
| 2016 | N/A | +7.20% |
| 2015 | N/A | -7.16% |
| 2014 | N/A | +17.43% |
| 2013 | N/A | +10.81% |
| 2012 | N/A | +2.09% |
| 2011 | N/A | -3.41% |
| 2010 | N/A | -2.83% |
| 2009 | N/A | +6.14% |
| 2008 | N/A | -28.31% |
| 2007 | N/A | +22.04% |
| 2006 | N/A | +14.27% |
BLCV vs JXI Drawdown Comparison
The maximum drawdown for BLCV was -13.43%, occurring on Apr 8, 2025. Recovery took 115 trading sessions.
The maximum drawdown for JXI was -50.23%, occurring on Mar 9, 2009. Recovery took 2379 trading sessions.
The current JXI drawdown is -5.38%.
| Rank | BLCV | JXI |
|---|---|---|
| #1 | -13.43% Nov 29, 2024 - May 19, 2025 | -50.23% Dec 6, 2007 - May 19, 2017 |
| #2 | -9.92% Feb 6, 2026 - Apr 30, 2026 | -34.20% Feb 18, 2020 - Apr 15, 2021 |
| #3 | -9.21% Jul 25, 2023 - Nov 30, 2023 | -22.43% Apr 8, 2022 - May 9, 2024 |
| #4 | -5.11% Mar 28, 2024 - May 15, 2024 | -12.65% Sep 11, 2017 - Dec 3, 2018 |
| #5 | -4.81% Jul 31, 2024 - Aug 21, 2024 | -10.44% Oct 16, 2024 - Apr 3, 2025 |
| #6 | -3.89% Nov 12, 2025 - Nov 26, 2025 | -9.43% Jun 1, 2007 - Sep 26, 2007 |
| #7 | -3.88% May 16, 2024 - Jul 16, 2024 | -8.93% Aug 20, 2021 - Dec 28, 2021 |
| #8 | -3.22% Oct 3, 2025 - Oct 24, 2025 | -8.17% Apr 3, 2025 - Apr 22, 2025 |
| #9 | -3.15% Jul 25, 2025 - Aug 13, 2025 | -8.09% Apr 9, 2026 - Jun 1, 2026 |
| #10 | -3.11% Aug 30, 2024 - Sep 30, 2024 | -7.52% Dec 31, 2021 - Mar 29, 2022 |
| #11 | -2.99% Oct 16, 2024 - Nov 6, 2024 | -6.87% Feb 27, 2026 - Apr 9, 2026 |
| #12 | -2.75% May 19, 2025 - Jun 6, 2025 | -6.62% Feb 26, 2007 - Mar 21, 2007 |
| #13 | -2.37% Jul 17, 2024 - Jul 30, 2024 | -6.54% Dec 13, 2018 - Jan 31, 2019 |
| #14 | -2.33% Aug 22, 2025 - Oct 3, 2025 | -6.39% May 21, 2024 - Jul 31, 2024 |
| #15 | -2.31% Jun 4, 2026 - Jun 12, 2026 | -4.88% Apr 20, 2021 - Aug 5, 2021 |
Correlation
Correlation between BLCV and JXI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
BLCV vs JXI dividend yield comparison.
| Year | BLCV | JXI |
|---|---|---|
| 2026 | 0.29% | 0.00% |
| 2025 | 1.37% | 2.56% |
| 2024 | 1.63% | 3.02% |
| 2023 | 1.02% | 3.58% |
| 2022 | 0.00% | 3.13% |
| 2021 | 0.00% | 2.78% |
| 2020 | 0.00% | 2.65% |
| 2019 | 0.00% | 3.43% |
| 2018 | 0.00% | 3.16% |
| 2017 | 0.00% | 3.62% |
| 2016 | 0.00% | 4.77% |
| 2015 | 0.00% | 3.78% |
| 2014 | 0.00% | 3.55% |
| 2013 | 0.00% | 4.30% |
| 2012 | 0.00% | 4.19% |
| 2011 | 0.00% | 4.67% |
| 2010 | 0.00% | 4.24% |
| 2009 | 0.00% | 3.49% |
| 2008 | 0.00% | 5.23% |
| 2007 | 0.00% | 0.78% |
| 2006 | 0.00% | 0.58% |
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