JXI vs RIV

Comparison between ISHARES GLOBAL UTILITIES ETF (JXI, ETF) and RiverNorth Opportunities Fund Inc (RIV, ETF).

5-Year PerformanceJXI has outperformed RIV, delivering a return of +9.5% compared to +5.3%

JXI vs RIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JXI(ETF)	RIV(ETF)
Net Assets	$337M	$335M
Expense Ratio	0.39%	N/A
Max Drawdown	52.89%	54.84%
Sharpe Ratio	1.07	0.79
5Y Beta	0.29	0.44
P/E Ratio	20.28	N/A
Forward P/E	18.36	N/A
PEG Ratio	0.79	N/A
5Y Dividends CAGR	3.01%	-4.12%
5Y EPS CAGR	12.55%	N/A
Debt to Equity	141.07%	N/A
P/S Ratio	2.75	N/A
P/B Ratio	2.30	N/A

Net Assets

Winner

JXI

$337M

RIV

$335M

Expense Ratio

JXI

0.39%

RIV

N/A

Max Drawdown

Winner

JXI

52.89%

RIV

54.84%

Sharpe Ratio

Winner

JXI

1.07

RIV

0.79

5Y Beta

Winner

JXI

0.29

RIV

0.44

P/E Ratio

JXI

20.28

RIV

N/A

Forward P/E

JXI

18.36

RIV

N/A

PEG Ratio

JXI

0.79

RIV

N/A

5Y Dividends CAGR

Winner

JXI

3.01%

RIV

-4.12%

5Y EPS CAGR

JXI

12.55%

RIV

N/A

Debt to Equity

JXI

141.07%

RIV

N/A

P/S Ratio

JXI

2.75

RIV

N/A

P/B Ratio

JXI

2.30

RIV

N/A

JXI vs RIV - Historical Returns

Returns include dividend reinvestment.

Period	JXI	RIV
1 month	-4.37%	-1.36%
3 months	-3.24%	+1.09%
6 months	+7.16%	+3.83%
1 year	+18.12%	+11.14%
5 years(CAGR)	+9.49%	+5.26%
10 years(CAGR)	+9.15%	+8.88%
Max(CAGR)	+6.21%	+8.45%

JXI

-4.37%

Winner

RIV

-1.36%

JXI

-3.24%

Winner

RIV

+1.09%

Winner

JXI

+7.16%

RIV

+3.83%

Winner

JXI

+18.12%

RIV

+11.14%

5Y(CAGR)

Winner

JXI

+9.49%

RIV

+5.26%

10Y(CAGR)

Winner

JXI

+9.15%

RIV

+8.88%

Max(CAGR)

JXI

+6.21%

Winner

RIV

+8.45%

JXI vs RIV - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	JXI	RIV
2026	+5.50%	+3.50%
2025	+25.05%	+16.40%
2024	+12.72%	+18.97%
2023	+0.76%	+0.35%
2022	-3.75%	-14.10%
2021	+12.21%	+12.99%
2020	+5.98%	+14.24%
2019	+25.43%	+13.45%
2018	+2.68%	-8.51%
2017	+15.13%	+17.64%
2016	+7.20%	+8.14%
2015	-7.16%	+0.25%
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 RIV Drawdown Comparison

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

The maximum drawdown for RIV was -42.87%, occurring on Mar 23, 2020. Recovery took 147 trading sessions.

The current JXI drawdown is -6.21%. The current RIV drawdown is -2.72%.

Rank	JXI	RIV
#1	-50.23% Dec 6, 2007 - May 19, 2017	-42.87% Feb 12, 2020 - Sep 11, 2020
#2	-34.20% Feb 18, 2020 - Apr 15, 2021	-28.99% Aug 9, 2021 - Jul 15, 2024
#3	-22.43% Apr 8, 2022 - May 9, 2024	-27.47% Jun 13, 2018 - Feb 10, 2020
#4	-12.65% Sep 11, 2017 - Dec 3, 2018	-19.61% Dec 30, 2015 - Apr 20, 2016
#5	-10.44% Oct 16, 2024 - Apr 3, 2025	-15.19% Feb 18, 2025 - May 19, 2025
#6	-9.43% Jun 1, 2007 - Sep 26, 2007	-11.72% Sep 14, 2020 - Dec 3, 2020
#7	-8.93% Aug 20, 2021 - Dec 28, 2021	-8.67% Dec 3, 2024 - Feb 13, 2025
#8	-8.17% Apr 3, 2025 - Apr 22, 2025	-7.65% Feb 25, 2026 - Apr 22, 2026
#9	-8.09% Apr 9, 2026 - Jun 1, 2026	-6.80% Sep 15, 2025 - Jan 6, 2026
#10	-7.52% Dec 31, 2021 - Mar 29, 2022	-6.39% Sep 7, 2016 - Jan 20, 2017
#11	-6.87% Feb 27, 2026 - Apr 9, 2026	-6.31% Sep 13, 2017 - Jan 8, 2018
#12	-6.62% Feb 26, 2007 - Mar 21, 2007	-5.60% Jul 14, 2021 - Aug 6, 2021
#13	-6.54% Dec 13, 2018 - Jan 31, 2019	-4.99% Jul 16, 2024 - Aug 12, 2024
#14	-6.39% May 21, 2024 - Jul 31, 2024	-4.89% Jun 9, 2016 - Jul 5, 2016
#15	-4.88% Apr 20, 2021 - Aug 5, 2021	-4.89% May 7, 2021 - May 26, 2021

Correlation

Correlation between JXI and RIV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2006 - 2026)

JXI vs RIV dividend yield comparison.

Year	JXI	RIV
2026	0.00%	5.70%
2025	2.56%	12.80%
2024	3.02%	13.46%
2023	3.58%	13.96%
2022	3.13%	16.61%
2021	2.78%	14.31%
2020	2.65%	13.42%
2019	3.43%	12.34%
2018	3.16%	15.51%
2017	3.62%	10.14%
2016	4.77%	13.01%
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%