JXI vs UIVM
Comparison between ISHARES GLOBAL UTILITIES ETF (JXI, ETF) and VICTORYSHARES INTERNATIONAL VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI INTERNATIONAL VALUE MOMENTUM ETF (UIVM, ETF).
5-Year PerformanceUIVM has outperformed JXI, delivering a return of +12.9% compared to +10.3%
JXI vs UIVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JXI
$323M
Winner
UIVM
$323M
Expense Ratio
JXI
0.39%
Winner
UIVM
0.35%
Max Drawdown
JXI
52.89%
Winner
UIVM
46.08%
Sharpe Ratio
JXI
0.97
Winner
UIVM
1.62
5Y Beta
Winner
JXI
0.28
UIVM
0.64
P/E Ratio
JXI
20.39
UIVM
N/A
Forward P/E
JXI
19.10
UIVM
N/A
PEG Ratio
JXI
0.79
UIVM
N/A
5Y Dividends CAGR
JXI
5.37%
Winner
UIVM
14.54%
5Y EPS CAGR
JXI
12.49%
UIVM
N/A
Debt to Equity
JXI
139.97%
UIVM
N/A
P/S Ratio
JXI
2.80
UIVM
N/A
P/B Ratio
JXI
2.34
UIVM
N/A
JXI vs UIVM - Holdings Comparison
JXI and UIVM have 1 common holdings. Overlap is -0.12%
JXI's top 25 holdings weight is 70.83%. UIVM's top 25 holdings weight is 22.39%.
| Rank | JXI | UIVM |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 7.96% | SINGAPORE AIRLINES LTD (n/a) - 1.30% |
| #2 | IBERDROLA SA (n/a) - 6.44% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.23% |
| #3 | SOUTHERN CO (SO) - 4.70% | BANK OF NOVA SCOTIA (n/a) - 1.20% |
| #4 | DUKE ENERGY CORP (DUK) - 4.28% | THE TORONTO-DOMINION BANK (n/a) - 1.16% |
| #5 | ENEL SPA (n/a) - 3.90% | NATIONAL BANK OF CANADA (NTIOF) - 1.05% |
| #6 | NATIONAL GRID PLC (n/a) - 3.59% | NN GROUP NV (n/a) - 0.98% |
| #7 | CONSTELLATION ENERGY CORP (CEG) - 3.51% | CANADIAN IMPERIAL BANK OF (n/a) - 0.92% |
| #8 | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.19% | n/a (n/a) - 0.89% |
| #9 | SEMPRA (SRE) - 2.71% | SAINSBURY (J) PLC (n/a) - 0.88% |
| #10 | DOMINION ENERGY INC (D) - 2.67% | INVESTOR AB CLASS B (n/a) - 0.88% |
| #11 | ENGIE SA (n/a) - 2.52% | SWEDBANK AB CLASS A (n/a) - 0.88% |
| #12 | ENTERGY CORP (ETR) - 2.29% | n/a (n/a) - 0.88% |
| #13 | VISTRA CORP (VST) - 2.19% | WEST JAPAN RAILWAY CO (n/a) - 0.82% |
| #14 | XCEL ENERGY INC (XEL) - 2.16% | JYSKE BANK AS (n/a) - 0.82% |
| #15 | E.ON SE (n/a) - 2.14% | INDUSTRIVARDEN AB CLASS C (n/a) - 0.81% |
| #16 | EXELON CORP (EXC) - 2.08% | SWIRE PACIFIC LTD CLASS A (n/a) - 0.79% |
| #17 | RWE AG CLASS A (n/a) - 1.94% | MTR CORP LTD (n/a) - 0.79% |
| #18 | CONSOLIDATED EDISON INC (ED) - 1.78% | CARREFOUR (n/a) - 0.78% |
| #19 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.75% | ENGIE SA (n/a) - 0.78% |
| #20 | SSE PLC (n/a) - 1.72% | BOC HONG KONG HOLDINGS LTD (n/a) - 0.77% |
| #21 | PG&E CORP (PCG) - 1.66% | BOLLORE SE (n/a) - 0.76% |
| #22 | WEC ENERGY GROUP INC (WEC) - 1.64% | FRESENIUS SE & CO KGAA (n/a) - 0.76% |
| #23 | DTE ENERGY CO (DTE) - 1.36% | WILMAR INTERNATIONAL LTD (n/a) - 0.76% |
| #24 | AMEREN CORP (AEE) - 1.35% | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 0.76% |
| #25 | NRG ENERGY INC (NRG) - 1.30% | CREDIT AGRICOLE SA (n/a) - 0.74% |
| Total Holdings | 86 | 198 |
JXI vs UIVM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JXI
+1.16%
UIVM
+0.88%
3M
JXI
+0.21%
Winner
UIVM
+6.18%
6M
JXI
+7.29%
Winner
UIVM
+12.01%
1Y
JXI
+15.84%
Winner
UIVM
+30.79%
5Y(CAGR)
JXI
+10.28%
Winner
UIVM
+12.94%
10Y(CAGR)
Winner
JXI
+8.98%
UIVM
+8.18%
Max(CAGR)
JXI
+6.28%
Winner
UIVM
+8.18%
JXI vs UIVM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JXI | UIVM |
|---|---|---|
| 2026 | +7.85% | +15.34% |
| 2025 | +25.05% | +46.13% |
| 2024 | +12.72% | +5.86% |
| 2023 | +0.76% | +16.85% |
| 2022 | -3.75% | -13.61% |
| 2021 | +12.21% | +11.05% |
| 2020 | +5.98% | -0.10% |
| 2019 | +25.43% | +15.74% |
| 2018 | +2.68% | -18.24% |
| 2017 | +15.13% | +2.56% |
| 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 UIVM Drawdown Comparison
The maximum drawdown for JXI was -50.23%, occurring on Mar 9, 2009. Recovery took 2379 trading sessions.
The maximum drawdown for UIVM was -42.74%, occurring on Mar 23, 2020. Recovery took 840 trading sessions.
The current JXI drawdown is -4.12%. The current UIVM drawdown is -0.15%.
| Rank | JXI | UIVM |
|---|---|---|
| #1 | -50.23% Dec 6, 2007 - May 19, 2017 | -42.74% Jan 26, 2018 - May 28, 2021 |
| #2 | -34.20% Feb 18, 2020 - Apr 15, 2021 | -28.25% Sep 15, 2021 - Feb 22, 2024 |
| #3 | -22.43% Apr 8, 2022 - May 9, 2024 | -11.69% Mar 19, 2025 - Apr 24, 2025 |
| #4 | -12.65% Sep 11, 2017 - Dec 3, 2018 | -11.02% Feb 25, 2026 - May 26, 2026 |
| #5 | -10.44% Oct 16, 2024 - Apr 3, 2025 | -9.26% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -9.43% Jun 1, 2007 - Sep 26, 2007 | -7.58% Jun 3, 2024 - Aug 21, 2024 |
| #7 | -8.93% Aug 20, 2021 - Dec 28, 2021 | -6.34% Jun 7, 2021 - Sep 2, 2021 |
| #8 | -8.17% Apr 3, 2025 - Apr 22, 2025 | -5.17% Mar 27, 2024 - May 9, 2024 |
| #9 | -8.09% Apr 9, 2026 - Jun 1, 2026 | -4.66% Nov 12, 2025 - Dec 10, 2025 |
| #10 | -7.52% Dec 31, 2021 - Mar 29, 2022 | -4.23% Jun 2, 2026 - Jun 15, 2026 |
| #11 | -6.87% Feb 27, 2026 - Apr 9, 2026 | -4.09% Jun 15, 2026 - Jun 26, 2026 |
| #12 | -6.62% Feb 26, 2007 - Mar 21, 2007 | -3.38% Aug 27, 2024 - Sep 19, 2024 |
| #13 | -6.54% Dec 13, 2018 - Jan 31, 2019 | -3.08% Sep 15, 2025 - Nov 10, 2025 |
| #14 | -6.39% May 21, 2024 - Jul 31, 2024 | -3.03% Jul 23, 2025 - Aug 8, 2025 |
| #15 | -4.88% Apr 20, 2021 - Aug 5, 2021 | -2.67% Nov 2, 2017 - Dec 18, 2017 |
Correlation
Correlation between JXI and UIVM is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2006 - 2026)
JXI vs UIVM dividend yield comparison.
| Year | JXI | UIVM |
|---|---|---|
| 2026 | 1.33% | 1.80% |
| 2025 | 2.56% | 3.70% |
| 2024 | 3.02% | 5.09% |
| 2023 | 3.58% | 4.35% |
| 2022 | 3.13% | 3.03% |
| 2021 | 2.78% | 3.48% |
| 2020 | 2.65% | 1.63% |
| 2019 | 3.43% | 3.49% |
| 2018 | 3.16% | 2.78% |
| 2017 | 3.62% | 0.15% |
| 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% |
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