JXI vs SGDJ
Comparison between ISHARES GLOBAL UTILITIES ETF (JXI, ETF) and Sprott Junior Gold Miners ETF (SGDJ, ETF).
5-Year PerformanceSGDJ has outperformed JXI, delivering a return of +15.3% compared to +9.5%
JXI vs SGDJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JXI
$324M
SGDJ
$322M
Expense Ratio
Winner
JXI
0.39%
SGDJ
0.50%
Max Drawdown
Winner
JXI
52.89%
SGDJ
60.39%
Sharpe Ratio
JXI
1.12
Winner
SGDJ
1.25
5Y Beta
Winner
JXI
0.29
SGDJ
0.85
P/E Ratio
JXI
19.77
SGDJ
N/A
Forward P/E
JXI
18.46
SGDJ
N/A
PEG Ratio
JXI
0.75
SGDJ
N/A
5Y Dividends CAGR
JXI
3.01%
Winner
SGDJ
42.75%
5Y EPS CAGR
JXI
12.59%
SGDJ
N/A
Debt to Equity
JXI
141.93%
SGDJ
N/A
P/S Ratio
JXI
2.70
SGDJ
N/A
P/B Ratio
JXI
2.27
SGDJ
N/A
JXI vs SGDJ - Holdings Comparison
JXI and SGDJ have 1 common holdings. Overlap is -0.15%
JXI's top 25 holdings weight is 70.46%. SGDJ's top 25 holdings weight is 88.82%.
| Rank | JXI | SGDJ |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 7.98% | KINGSGATE CONSOLIDATED LTD (n/a) - 4.90% |
| #2 | IBERDROLA SA (n/a) - 6.42% | CENTERRA GOLD INC (n/a) - 4.62% |
| #3 | SOUTHERN CO (SO) - 4.49% | ARIS MINING CORP (n/a) - 4.44% |
| #4 | DUKE ENERGY CORP (DUK) - 4.27% | WESDOME GOLD MINES LTD (WDOFF) - 4.27% |
| #5 | ENEL SPA (n/a) - 3.94% | ALLIED GOLD CORP (n/a) - 4.22% |
| #6 | CONSTELLATION ENERGY CORP (CEG) - 3.79% | FORTUNA MINING CORP (n/a) - 4.22% |
| #7 | NATIONAL GRID PLC (n/a) - 3.63% | SEABRIDGE GOLD INC (SA) - 4.21% |
| #8 | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.07% | VAULT MINERALS LTD (n/a) - 4.11% |
| #9 | ENGIE SA (n/a) - 2.64% | RUPERT RESOURCES LTD (RUPRF) - 4.07% |
| #10 | SEMPRA (SRE) - 2.61% | PERPETUA RESOURCES CORP (n/a) - 3.97% |
| #11 | DOMINION ENERGY INC (D) - 2.53% | TURK ALTIN ISLETMELERI AS (n/a) - 3.80% |
| #12 | VISTRA CORP (VST) - 2.26% | ENDEAVOUR SILVER CORP (EXK) - 3.73% |
| #13 | ENTERGY CORP (ETR) - 2.18% | ORA BANDA MINING LTD (n/a) - 3.44% |
| #14 | E.ON SE (n/a) - 2.13% | SOUTHERN CROSS GOLD CONSOLIDATED LTD (n/a) - 3.20% |
| #15 | EXELON CORP (EXC) - 2.10% | EMERALD RESOURCES NL (n/a) - 3.18% |
| #16 | XCEL ENERGY INC (XEL) - 2.07% | BELLEVUE GOLD LTD (n/a) - 3.16% |
| #17 | RWE AG CLASS A (n/a) - 1.97% | WEST AFRICAN RESOURCES LTD (n/a) - 3.10% |
| #18 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.76% | ALKANE RESOURCES LTD (n/a) - 2.93% |
| #19 | SSE PLC (n/a) - 1.73% | COLLECTIVE MINING LTD ORDINARY SHARES (CNL) - 2.92% |
| #20 | CONSOLIDATED EDISON INC (ED) - 1.71% | RESOLUTE MINING LTD (n/a) - 2.89% |
| #21 | PG&E CORP (PCG) - 1.63% | MCEWEN INC (MUX) - 2.82% |
| #22 | WEC ENERGY GROUP INC (WEC) - 1.62% | I-80 GOLD CORP (IAUX) - 2.75% |
| #23 | DTE ENERGY CO (DTE) - 1.33% | AVINO SILVER & GOLD MINES LTD (ASM) - 2.74% |
| #24 | AMEREN CORP (AEE) - 1.33% | DRDGOLD LTD (n/a) - 2.57% |
| #25 | ATMOS ENERGY CORP (ATO) - 1.27% | PREDICTIVE DISCOVERY LTD (n/a) - 2.56% |
| Total Holdings | 86 | 36 |
JXI vs SGDJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JXI
-1.44%
SGDJ
-18.40%
3M
Winner
JXI
-2.29%
SGDJ
-18.55%
6M
Winner
JXI
+8.96%
SGDJ
-2.00%
1Y
JXI
+17.37%
Winner
SGDJ
+68.37%
5Y(CAGR)
JXI
+9.48%
Winner
SGDJ
+15.26%
10Y(CAGR)
JXI
+9.29%
Winner
SGDJ
+10.58%
Max(CAGR)
JXI
+6.25%
Winner
SGDJ
+14.28%
JXI vs SGDJ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JXI | SGDJ |
|---|---|---|
| 2026 | +6.43% | -5.16% |
| 2025 | +25.05% | +161.09% |
| 2024 | +12.72% | +22.29% |
| 2023 | +0.76% | +3.83% |
| 2022 | -3.75% | -25.98% |
| 2021 | +12.21% | -20.23% |
| 2020 | +5.98% | +48.77% |
| 2019 | +25.43% | +35.63% |
| 2018 | +2.68% | -26.97% |
| 2017 | +15.13% | +0.83% |
| 2016 | +7.20% | +62.10% |
| 2015 | -7.16% | -18.28% |
| 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 SGDJ Drawdown Comparison
The maximum drawdown for JXI was -50.23%, occurring on Mar 9, 2009. Recovery took 2379 trading sessions.
The maximum drawdown for SGDJ was -59.26%, occurring on Mar 20, 2020. Recovery took 1000 trading sessions.
The current JXI drawdown is -5.38%. The current SGDJ drawdown is -31.23%.
| Rank | JXI | SGDJ |
|---|---|---|
| #1 | -50.23% Dec 6, 2007 - May 19, 2017 | -59.26% Aug 4, 2016 - Jul 27, 2020 |
| #2 | -34.20% Feb 18, 2020 - Apr 15, 2021 | -57.79% Jan 5, 2021 - Apr 15, 2025 |
| #3 | -22.43% Apr 8, 2022 - May 9, 2024 | -38.44% May 15, 2015 - Mar 7, 2016 |
| #4 | -12.65% Sep 11, 2017 - Dec 3, 2018 | -36.84% Feb 27, 2026 - Jun 10, 2026 |
| #5 | -10.44% Oct 16, 2024 - Apr 3, 2025 | -19.68% Oct 16, 2025 - Dec 9, 2025 |
| #6 | -9.43% Jun 1, 2007 - Sep 26, 2007 | -18.23% Jan 28, 2026 - Feb 26, 2026 |
| #7 | -8.93% Aug 20, 2021 - Dec 28, 2021 | -17.22% May 17, 2016 - Jun 9, 2016 |
| #8 | -8.17% Apr 3, 2025 - Apr 22, 2025 | -14.39% Sep 15, 2020 - Dec 17, 2020 |
| #9 | -8.09% Apr 9, 2026 - Jun 1, 2026 | -11.56% Jul 8, 2016 - Jul 29, 2016 |
| #10 | -7.52% Dec 31, 2021 - Mar 29, 2022 | -11.28% May 6, 2025 - May 30, 2025 |
| #11 | -6.87% Feb 27, 2026 - Apr 9, 2026 | -11.09% Jul 22, 2025 - Aug 21, 2025 |
| #12 | -6.62% Feb 26, 2007 - Mar 21, 2007 | -10.87% Aug 5, 2020 - Sep 15, 2020 |
| #13 | -6.54% Dec 13, 2018 - Jan 31, 2019 | -8.61% Apr 29, 2016 - May 17, 2016 |
| #14 | -6.39% May 21, 2024 - Jul 31, 2024 | -8.48% Apr 21, 2025 - May 6, 2025 |
| #15 | -4.88% Apr 20, 2021 - Aug 5, 2021 | -8.33% Dec 26, 2025 - Jan 12, 2026 |
Correlation
Correlation between JXI and SGDJ is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2006 - 2025)
JXI vs SGDJ dividend yield comparison.
| Year | JXI | SGDJ |
|---|---|---|
| 2025 | 2.56% | 8.37% |
| 2024 | 3.02% | 6.55% |
| 2023 | 3.58% | 4.55% |
| 2022 | 3.13% | 2.46% |
| 2021 | 2.78% | 2.20% |
| 2020 | 2.65% | 1.97% |
| 2019 | 3.43% | 0.65% |
| 2018 | 3.16% | 0.00% |
| 2017 | 3.62% | 0.14% |
| 2016 | 4.77% | 1.77% |
| 2015 | 3.78% | 0.85% |
| 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% |
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