JXI vs HEQT

Comparison between ISHARES GLOBAL UTILITIES ETF (JXI, ETF) and SIMPLIFY HEDGED EQUITY ETF (HEQT, ETF).

5-Year PerformanceJXI has outperformed HEQT, delivering a return of +9.5% compared to +9.0%

JXI vs HEQT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JXI(ETF)	HEQT(ETF)
Net Assets	$324M	$323M
Expense Ratio	0.39%	0.43%
Max Drawdown	52.89%	13.07%
Sharpe Ratio	1.12	1.43
5Y Beta	0.29	0.47
P/E Ratio	19.77	N/A
Forward P/E	18.46	N/A
PEG Ratio	0.75	N/A
5Y Dividends CAGR	3.01%	N/A
5Y EPS CAGR	12.59%	N/A
Debt to Equity	141.93%	N/A
P/S Ratio	2.70	N/A
P/B Ratio	2.27	N/A

Net Assets

Winner

JXI

$324M

HEQT

$323M

Expense Ratio

Winner

JXI

0.39%

HEQT

0.43%

Max Drawdown

JXI

52.89%

Winner

HEQT

13.07%

Sharpe Ratio

JXI

1.12

Winner

HEQT

1.43

5Y Beta

Winner

JXI

0.29

HEQT

0.47

P/E Ratio

JXI

19.77

HEQT

N/A

Forward P/E

JXI

18.46

HEQT

N/A

PEG Ratio

JXI

0.75

HEQT

N/A

5Y Dividends CAGR

JXI

3.01%

HEQT

N/A

5Y EPS CAGR

JXI

12.59%

HEQT

N/A

Debt to Equity

JXI

141.93%

HEQT

N/A

P/S Ratio

JXI

2.70

HEQT

N/A

P/B Ratio

JXI

2.27

HEQT

N/A

JXI vs HEQT - Holdings Comparison

JXI and HEQT have 0 common holdings. Overlap is 0.00%

JXI's top 25 holdings weight is 70.46%. HEQT's top 25 holdings weight is 104.75%.

Rank	JXI	HEQT
#1	NEXTERA ENERGY INC (NEE) - 7.98%	ISHARES CORE S&P 500 ETF (IVV) - 104.75%
#2	IBERDROLA SA (n/a) - 6.42%	N/A
#3	SOUTHERN CO (SO) - 4.49%	N/A
#4	DUKE ENERGY CORP (DUK) - 4.27%	N/A
#5	ENEL SPA (n/a) - 3.94%	N/A
#6	CONSTELLATION ENERGY CORP (CEG) - 3.79%	N/A
#7	NATIONAL GRID PLC (n/a) - 3.63%	N/A
#8	AMERICAN ELECTRIC POWER CO INC (AEP) - 3.07%	N/A
#9	ENGIE SA (n/a) - 2.64%	N/A
#10	SEMPRA (SRE) - 2.61%	N/A
#11	DOMINION ENERGY INC (D) - 2.53%	N/A
#12	VISTRA CORP (VST) - 2.26%	N/A
#13	ENTERGY CORP (ETR) - 2.18%	N/A
#14	E.ON SE (n/a) - 2.13%	N/A
#15	EXELON CORP (EXC) - 2.10%	N/A
#16	XCEL ENERGY INC (XEL) - 2.07%	N/A
#17	RWE AG CLASS A (n/a) - 1.97%	N/A
#18	PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.76%	N/A
#19	SSE PLC (n/a) - 1.73%	N/A
#20	CONSOLIDATED EDISON INC (ED) - 1.71%	N/A
#21	PG&E CORP (PCG) - 1.63%	N/A
#22	WEC ENERGY GROUP INC (WEC) - 1.62%	N/A
#23	DTE ENERGY CO (DTE) - 1.33%	N/A
#24	AMEREN CORP (AEE) - 1.33%	N/A
#25	ATMOS ENERGY CORP (ATO) - 1.27%	N/A
Total Holdings	86	1

JXI vs HEQT - Historical Returns

Returns include dividend reinvestment.

Period	JXI	HEQT
1 month	-1.44%	+0.28%
3 months	-2.29%	+5.18%
6 months	+8.96%	+4.75%
1 year	+17.37%	+13.60%
5 years(CAGR)	+9.48%	+8.95%
10 years(CAGR)	+9.29%	N/A
Max(CAGR)	+6.25%	+8.95%

JXI

-1.44%

Winner

HEQT

+0.28%

JXI

-2.29%

Winner

HEQT

+5.18%

Winner

JXI

+8.96%

HEQT

+4.75%

Winner

JXI

+17.37%

HEQT

+13.60%

5Y(CAGR)

Winner

JXI

+9.48%

HEQT

+8.95%

10Y(CAGR)

JXI

+9.29%

HEQT

N/A

Max(CAGR)

JXI

+6.25%

Winner

HEQT

+8.95%

JXI vs HEQT - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	JXI	HEQT
2026	+6.43%	+4.33%
2025	+25.05%	+10.19%
2024	+12.72%	+18.25%
2023	+0.76%	+16.76%
2022	-3.75%	-8.51%
2021	+12.21%	+2.16%
2020	+5.98%	N/A
2019	+25.43%	N/A
2018	+2.68%	N/A
2017	+15.13%	N/A
2016	+7.20%	N/A
2015	-7.16%	N/A
2014	+17.43%	N/A
2013	+10.81%	N/A
2012	+2.09%	N/A
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 HEQT Drawdown Comparison

The maximum drawdown for JXI was -50.23%, occurring on Mar 9, 2009. Recovery took 2379 trading sessions.

The maximum drawdown for HEQT was -11.51%, occurring on Jun 16, 2022. Recovery took 356 trading sessions.

The current JXI drawdown is -5.38%. The current HEQT drawdown is -0.69%.

Rank	JXI	HEQT
#1	-50.23% Dec 6, 2007 - May 19, 2017	-11.51% Jan 4, 2022 - Jun 6, 2023
#2	-34.20% Feb 18, 2020 - Apr 15, 2021	-10.56% Feb 19, 2025 - Jul 22, 2025
#3	-22.43% Apr 8, 2022 - May 9, 2024	-5.87% Aug 30, 2023 - Nov 20, 2023
#4	-12.65% Sep 11, 2017 - Dec 3, 2018	-5.09% Feb 25, 2026 - Apr 16, 2026
#5	-10.44% Oct 16, 2024 - Apr 3, 2025	-5.04% Jul 16, 2024 - Aug 19, 2024
#6	-9.43% Jun 1, 2007 - Sep 26, 2007	-2.99% Aug 30, 2024 - Sep 16, 2024
#7	-8.93% Aug 20, 2021 - Dec 28, 2021	-2.90% Dec 11, 2024 - Jan 22, 2025
#8	-8.17% Apr 3, 2025 - Apr 22, 2025	-2.68% Mar 28, 2024 - May 6, 2024
#9	-8.09% Apr 9, 2026 - Jun 1, 2026	-2.57% Nov 11, 2025 - Nov 28, 2025
#10	-7.52% Dec 31, 2021 - Mar 29, 2022	-2.26% Jul 31, 2023 - Aug 30, 2023
#11	-6.87% Feb 27, 2026 - Apr 9, 2026	-2.03% Nov 18, 2021 - Dec 8, 2021
#12	-6.62% Feb 26, 2007 - Mar 21, 2007	-1.61% Jun 2, 2026 - Jun 10, 2026
#13	-6.54% Dec 13, 2018 - Jan 31, 2019	-1.51% Feb 2, 2026 - Feb 9, 2026
#14	-6.39% May 21, 2024 - Jul 31, 2024	-1.48% Dec 15, 2021 - Dec 23, 2021
#15	-4.88% Apr 20, 2021 - Aug 5, 2021	-1.47% Dec 11, 2025 - Dec 22, 2025

Correlation

Correlation between JXI and HEQT is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2006 - 2026)

JXI vs HEQT dividend yield comparison.

Year	JXI	HEQT
2026	0.00%	0.30%
2025	2.56%	1.19%
2024	3.02%	1.29%
2023	3.58%	4.10%
2022	3.13%	3.94%
2021	2.78%	0.27%
2020	2.65%	0.00%
2019	3.43%	0.00%
2018	3.16%	0.00%
2017	3.62%	0.00%
2016	4.77%	0.00%
2015	3.78%	0.00%
2014	3.55%	0.00%
2013	4.30%	0.00%
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%