JXI vs ARDC
Comparison between ISHARES GLOBAL UTILITIES ETF (JXI, ETF) and Ares Dynamic Credit Allocation Fund Inc (ARDC, ETF).
5-Year PerformanceJXI has outperformed ARDC, delivering a return of +10.3% compared to +5.3%
JXI vs ARDC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JXI vs ARDC - Historical Returns
Returns include dividend reinvestment.
JXI vs ARDC - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JXI | ARDC |
|---|---|---|
| 2026 | +7.85% | +0.31% |
| 2025 | +25.05% | -3.74% |
| 2024 | +12.72% | +19.73% |
| 2023 | +0.76% | +31.58% |
| 2022 | -3.75% | -21.58% |
| 2021 | +12.21% | +23.06% |
| 2020 | +5.98% | +2.84% |
| 2019 | +25.43% | +19.70% |
| 2018 | +2.68% | -8.99% |
| 2017 | +15.13% | +17.00% |
| 2016 | +7.20% | +23.95% |
| 2015 | -7.16% | -7.90% |
| 2014 | +17.43% | -5.03% |
| 2013 | +10.81% | -3.23% |
| 2012 | +2.09% | +0.05% |
| 2011 | -3.41% | N/A |
| 2010 | -2.83% | N/A |
| 2009 | +6.14% | N/A |
| 2008 | -28.31% | N/A |
| 2007 | +22.04% | N/A |
| 2006 | +14.27% | N/A |
JXI vs ARDC Drawdown Comparison
The maximum drawdown for JXI was -50.23%, occurring on Mar 9, 2009. Recovery took 2379 trading sessions.
The maximum drawdown for ARDC was -45.40%, occurring on Mar 18, 2020. Recovery took 229 trading sessions.
The current JXI drawdown is -4.12%. The current ARDC drawdown is -7.33%.
| Rank | JXI | ARDC |
|---|---|---|
| #1 | -50.23% Dec 6, 2007 - May 19, 2017 | -45.40% Feb 21, 2020 - Jan 19, 2021 |
| #2 | -34.20% Feb 18, 2020 - Apr 15, 2021 | -26.47% Jan 6, 2022 - Dec 19, 2023 |
| #3 | -22.43% Apr 8, 2022 - May 9, 2024 | -24.69% May 13, 2013 - Dec 7, 2016 |
| #4 | -12.65% Sep 11, 2017 - Dec 3, 2018 | -19.78% Feb 11, 2025 - Sep 5, 2025 |
| #5 | -10.44% Oct 16, 2024 - Apr 3, 2025 | -16.92% May 21, 2018 - May 24, 2019 |
| #6 | -9.43% Jun 1, 2007 - Sep 26, 2007 | -15.57% Sep 12, 2025 - Mar 30, 2026 |
| #7 | -8.93% Aug 20, 2021 - Dec 28, 2021 | -6.37% Sep 22, 2021 - Dec 31, 2021 |
| #8 | -8.17% Apr 3, 2025 - Apr 22, 2025 | -4.58% Dec 10, 2012 - Mar 28, 2013 |
| #9 | -8.09% Apr 9, 2026 - Jun 1, 2026 | -4.08% May 15, 2024 - Jun 6, 2024 |
| #10 | -7.52% Dec 31, 2021 - Mar 29, 2022 | -3.86% Aug 1, 2024 - Aug 16, 2024 |
| #11 | -6.87% Feb 27, 2026 - Apr 9, 2026 | -3.72% Dec 2, 2024 - Feb 3, 2025 |
| #12 | -6.62% Feb 26, 2007 - Mar 21, 2007 | -3.61% Jul 16, 2019 - Dec 17, 2019 |
| #13 | -6.54% Dec 13, 2018 - Jan 31, 2019 | -3.50% Oct 24, 2017 - Nov 24, 2017 |
| #14 | -6.39% May 21, 2024 - Jul 31, 2024 | -3.40% Jul 13, 2021 - Aug 10, 2021 |
| #15 | -4.88% Apr 20, 2021 - Aug 5, 2021 | -3.22% Apr 1, 2024 - May 3, 2024 |
Correlation
Correlation between JXI and ARDC is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
JXI vs ARDC dividend yield comparison.
| Year | JXI | ARDC |
|---|---|---|
| 2026 | 1.33% | 6.28% |
| 2025 | 2.56% | 10.19% |
| 2024 | 3.02% | 9.33% |
| 2023 | 3.58% | 9.85% |
| 2022 | 3.13% | 10.31% |
| 2021 | 2.78% | 7.16% |
| 2020 | 2.65% | 8.40% |
| 2019 | 3.43% | 8.40% |
| 2018 | 3.16% | 9.35% |
| 2017 | 3.62% | 7.58% |
| 2016 | 4.77% | 8.45% |
| 2015 | 3.78% | 10.51% |
| 2014 | 3.55% | 8.87% |
| 2013 | 4.30% | 7.81% |
| 2012 | 4.19% | 0.00% |
| 2011 | 4.67% | 0.00% |
| 2010 | 4.24% | 0.00% |
| 2009 | 3.49% | 0.00% |
| 2008 | 5.23% | 0.00% |
| 2007 | 0.78% | 0.00% |
| 2006 | 0.58% | 0.00% |
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