JXI vs PJP
Comparison between ISHARES GLOBAL UTILITIES ETF (JXI, ETF) and INVESCO PHARMACEUTICALS ETF (PJP, ETF).
5-Year PerformanceJXI has outperformed PJP, delivering a return of +9.5% compared to +8.3%
JXI vs PJP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JXI
$337M
PJP
$334M
Expense Ratio
Winner
JXI
0.39%
PJP
0.57%
Max Drawdown
JXI
52.89%
Winner
PJP
42.36%
Sharpe Ratio
JXI
1.07
Winner
PJP
1.87
5Y Beta
Winner
JXI
0.29
PJP
0.54
P/E Ratio
Winner
JXI
20.28
PJP
170.25
Forward P/E
JXI
18.36
Winner
PJP
13.68
PEG Ratio
JXI
0.79
PJP
N/A
5Y Dividends CAGR
JXI
3.01%
Winner
PJP
14.00%
5Y EPS CAGR
Winner
JXI
12.55%
PJP
12.34%
Debt to Equity
JXI
141.07%
Winner
PJP
-64.11%
P/S Ratio
Winner
JXI
2.75
PJP
3.07
P/B Ratio
Winner
JXI
2.30
PJP
3.31
JXI vs PJP - Holdings Comparison
JXI and PJP have 1 common holdings. Overlap is 0.00%
JXI's top 25 holdings weight is 70.88%. PJP's top 25 holdings weight is 91.76%.
| Rank | JXI | PJP |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 8.12% | ELI LILLY AND CO (LLY) - 5.24% |
| #2 | IBERDROLA SA (n/a) - 6.22% | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 5.08% |
| #3 | SOUTHERN CO (SO) - 4.59% | MERCK & CO INC (MRK) - 4.95% |
| #4 | DUKE ENERGY CORP (DUK) - 4.31% | PFIZER INC (PFE) - 4.88% |
| #5 | CONSTELLATION ENERGY CORP (CEG) - 4.04% | JOHNSON & JOHNSON (JNJ) - 4.79% |
| #6 | ENEL SPA (n/a) - 3.83% | ABBVIE INC (ABBV) - 4.78% |
| #7 | NATIONAL GRID PLC (n/a) - 3.77% | CORCEPT THERAPEUTICS INC (CORT) - 4.69% |
| #8 | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.14% | GILEAD SCIENCES INC (GILD) - 4.64% |
| #9 | SEMPRA (SRE) - 2.67% | AMGEN INC (AMGN) - 4.49% |
| #10 | ENGIE SA (n/a) - 2.58% | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 4.07% |
| #11 | DOMINION ENERGY INC (D) - 2.54% | ABBOTT LABORATORIES (ABT) - 3.87% |
| #12 | ENTERGY CORP (ETR) - 2.24% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 3.87% |
| #13 | VISTRA CORP (VST) - 2.19% | LIGAND PHARMACEUTICALS INC (LGND) - 3.53% |
| #14 | XCEL ENERGY INC (XEL) - 2.12% | UNITED THERAPEUTICS CORP (UTHR) - 3.46% |
| #15 | E.ON SE (n/a) - 2.08% | HARMONY BIOSCIENCES HOLDINGS INC ORDINARY SHARES (HRMY) - 3.03% |
| #16 | EXELON CORP (EXC) - 2.08% | ANI PHARMACEUTICALS INC (ANIP) - 3.01% |
| #17 | RWE AG CLASS A (n/a) - 1.94% | VIATRIS INC (VTRS) - 2.87% |
| #18 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.75% | BIOGEN INC (BIIB) - 2.81% |
| #19 | SSE PLC (n/a) - 1.74% | INNOVIVA INC (INVA) - 2.75% |
| #20 | CONSOLIDATED EDISON INC (ED) - 1.73% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.67% |
| #21 | WEC ENERGY GROUP INC (WEC) - 1.62% | OCULAR THERAPEUTIX INC (OCUL) - 2.63% |
| #22 | PG&E CORP (PCG) - 1.60% | SUPERNUS PHARMACEUTICALS INC (SUPN) - 2.54% |
| #23 | AMEREN CORP (AEE) - 1.35% | AMNEAL PHARMACEUTICALS INC ORDINARY SHARES CLASS A (AMRX) - 2.47% |
| #24 | DTE ENERGY CO (DTE) - 1.33% | REGENERON PHARMACEUTICALS INC (REGN) - 2.33% |
| #25 | ATMOS ENERGY CORP (ATO) - 1.30% | TARSUS PHARMACEUTICALS INC ORDINARY SHARES (TARS) - 2.31% |
| Total Holdings | 83 | 32 |
JXI vs PJP - Historical Returns
Returns include dividend reinvestment.
1M
JXI
-4.37%
Winner
PJP
+3.93%
3M
JXI
-3.24%
Winner
PJP
+5.51%
6M
Winner
JXI
+7.16%
PJP
+5.94%
1Y
JXI
+18.12%
Winner
PJP
+39.80%
5Y(CAGR)
Winner
JXI
+9.49%
PJP
+8.31%
10Y(CAGR)
Winner
JXI
+9.15%
PJP
+6.38%
Max(CAGR)
JXI
+6.21%
Winner
PJP
+11.37%
JXI vs PJP - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | JXI | PJP |
|---|---|---|
| 2026 | +5.50% | +6.46% |
| 2025 | +25.05% | +27.39% |
| 2024 | +12.72% | +9.12% |
| 2023 | +0.76% | -2.33% |
| 2022 | -3.75% | -1.92% |
| 2021 | +12.21% | +14.21% |
| 2020 | +5.98% | +11.25% |
| 2019 | +25.43% | +4.46% |
| 2018 | +2.68% | -3.87% |
| 2017 | +15.13% | +12.86% |
| 2016 | +7.20% | -17.24% |
| 2015 | -7.16% | +10.80% |
| 2014 | +17.43% | +28.56% |
| 2013 | +10.81% | +53.29% |
| 2012 | +2.09% | +23.50% |
| 2011 | -3.41% | +21.31% |
| 2010 | -2.83% | +25.82% |
| 2009 | +6.14% | +15.10% |
| 2008 | -28.31% | -10.36% |
| 2007 | +22.04% | +0.10% |
| 2006 | +14.27% | +9.49% |
| 2005 | N/A | +11.25% |
JXI vs PJP Drawdown Comparison
The maximum drawdown for JXI was -50.23%, occurring on Mar 9, 2009. Recovery took 2379 trading sessions.
The maximum drawdown for PJP was -37.02%, occurring on Mar 23, 2020. Recovery took 1383 trading sessions.
The current JXI drawdown is -6.21%.
| Rank | JXI | PJP |
|---|---|---|
| #1 | -50.23% Dec 6, 2007 - May 19, 2017 | -37.02% Jul 20, 2015 - Jan 14, 2021 |
| #2 | -34.20% Feb 18, 2020 - Apr 15, 2021 | -36.15% May 7, 2007 - Jan 19, 2010 |
| #3 | -22.43% Apr 8, 2022 - May 9, 2024 | -17.51% Apr 8, 2022 - Jun 7, 2024 |
| #4 | -12.65% Sep 11, 2017 - Dec 3, 2018 | -16.27% Nov 8, 2024 - Aug 13, 2025 |
| #5 | -10.44% Oct 16, 2024 - Apr 3, 2025 | -15.74% Jul 8, 2011 - Dec 7, 2011 |
| #6 | -9.43% Jun 1, 2007 - Sep 26, 2007 | -12.43% Mar 23, 2010 - Sep 10, 2010 |
| #7 | -8.93% Aug 20, 2021 - Dec 28, 2021 | -11.45% Mar 4, 2014 - Jun 20, 2014 |
| #8 | -8.17% Apr 3, 2025 - Apr 22, 2025 | -11.26% Mar 17, 2006 - Oct 4, 2006 |
| #9 | -8.09% Apr 9, 2026 - Jun 1, 2026 | -10.24% Aug 17, 2021 - Apr 7, 2022 |
| #10 | -7.52% Dec 31, 2021 - Mar 29, 2022 | -9.44% Feb 6, 2026 - May 28, 2026 |
| #11 | -6.87% Feb 27, 2026 - Apr 9, 2026 | -8.64% Feb 1, 2007 - Apr 16, 2007 |
| #12 | -6.62% Feb 26, 2007 - Mar 21, 2007 | -7.55% Sep 9, 2005 - Dec 22, 2005 |
| #13 | -6.54% Dec 13, 2018 - Jan 31, 2019 | -7.52% Mar 20, 2015 - Jun 22, 2015 |
| #14 | -6.39% May 21, 2024 - Jul 31, 2024 | -7.47% Feb 8, 2021 - Jun 10, 2021 |
| #15 | -4.88% Apr 20, 2021 - Aug 5, 2021 | -7.36% Jul 3, 2014 - Aug 26, 2014 |
Correlation
Correlation between JXI and PJP is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2005 - 2026)
JXI vs PJP dividend yield comparison.
| Year | JXI | PJP |
|---|---|---|
| 2026 | 0.00% | 0.28% |
| 2025 | 2.56% | 0.98% |
| 2024 | 3.02% | 0.97% |
| 2023 | 3.58% | 1.01% |
| 2022 | 3.13% | 0.95% |
| 2021 | 2.78% | 0.81% |
| 2020 | 2.65% | 0.75% |
| 2019 | 3.43% | 0.77% |
| 2018 | 3.16% | 1.12% |
| 2017 | 3.62% | 0.65% |
| 2016 | 4.77% | 0.91% |
| 2015 | 3.78% | 5.49% |
| 2014 | 3.55% | 2.96% |
| 2013 | 4.30% | 0.44% |
| 2012 | 4.19% | 1.59% |
| 2011 | 4.67% | 0.64% |
| 2010 | 4.24% | 0.54% |
| 2009 | 3.49% | 1.39% |
| 2008 | 5.23% | 0.77% |
| 2007 | 0.78% | 0.44% |
| 2006 | 0.58% | 0.50% |
| 2005 | 0.00% | 0.19% |
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