CNXT vs JDIV

CNXT vs JDIV

Which is better, CNXT or JDIV?

Each has led over a different period.

JDIV has a lower expense ratio. CNXT led over the full window, JDIV over 1Y.

Lower Fees: JDIVHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCNXTJDIV
Expense Ratio0.65%0.47%Best
AUM$69M$12M
Dividend Yield0.22%1.57%
Holdings198193
YTD Return-20.15%+3.56%Best
1Y Return-17.27%+6.30%Best
3Y Return (annualized)+11.72%-
5Y Return (annualized)-6.29%-
Volatility (annualized)36.8%10.3%Best
Max Drawdown-48.7%-13.3%Best
$10,000 over 2.1 years$15,092Best$11,747
Fund FamilyVanEckJ.P. Morgan Asset Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionJul 23, 2014Sep 25, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Sep 26, 2024 to Nov 6, 2026 (2.1 years).

CNXT vs JDIV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.1 years both funds cover.

Compare CNXT against instead:CNXT vs SPYCNXT vs QQQCNXT vs VOOCNXT vs VTIJDIV against:JDIV vs VXUS

CNXT vs JDIV Performance

VanEck ChiNext ETF (CNXT) is an ETF from VanEck and JPMorgan Dividend Leaders ETF (JDIV) is an ETF from J.P. Morgan Asset Management. Over the past year CNXT returned -17.27% while JDIV returned +6.30%. Year to date, CNXT is down 20.15% versus a gain of 3.56% for JDIV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CNXT has been the more volatile fund, with annualized monthly volatility of 36.8% compared with 10.3% for JDIV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -48.7% for CNXT and -13.3% for JDIV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.36. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CNXT charges 0.65% per year while JDIV charges 0.47%. On a $10,000 position that is $65 vs $47 annually, a gap of $18 per year that compounds over a long holding period. On income, CNXT currently yields 0.22% against 1.57% for JDIV.

Holdings Overlap

We hold position weights for 97 holdings in CNXT and 86 in JDIV, totalling 94.6% and 98.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 97 positions we hold weights for in CNXT and 86 in JDIV, against full books of 198 and 193.

You are not choosing between two funds in isolation.

Whichever of CNXT and JDIV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CNXTJDIV

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Frequently Asked Questions

Which is cheaper, CNXT or JDIV?

CNXT has an expense ratio of 0.65% while JDIV charges 0.47%. JDIV is the cheaper option, by $18 a year on a $10,000 investment.

Which performed better, CNXT or JDIV?

Over the past year CNXT returned -17.27% vs +6.30% for JDIV, so JDIV leads on 1-year performance. Over the longest common window we track (2 years), CNXT annualized +21.65% vs +7.97% for JDIV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CNXT or JDIV?

CNXT has been the more volatile fund at 36.8% annualized versus 10.3% for JDIV. Worst drawdown: CNXT -48.7% vs JDIV -13.3%.

Should I hold both CNXT and JDIV?

CNXT and JDIV have a monthly-return correlation of 0.36, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, CNXT or JDIV?

CNXT yields 0.22% while JDIV yields 1.57%, so JDIV currently pays the higher dividend yield.

Is JDIV better than CNXT?

JDIV has a lower expense ratio. CNXT led over the full window, JDIV over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.