BILT vs. JXI
BILT (iShares Infrastructure Active ETF) and JXI (iShares Global Utilities ETF) are both Utilities Equities funds from iShares. BILT is actively managed, while JXI is passively managed. Their correlation of 0.81 suggests significant overlap in exposure. BILT charges 0.60%/yr vs 0.46%/yr for JXI.
Performance
BILT vs. JXI - Performance Comparison
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Returns By Period
In the year-to-date period, BILT achieves a 12.98% return, which is significantly higher than JXI's 7.74% return.
BILT
- 1D
- 0.41%
- 1M
- -1.21%
- YTD
- 12.98%
- 6M
- 13.89%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JXI
- 1D
- 0.44%
- 1M
- -1.14%
- YTD
- 7.74%
- 6M
- 8.86%
- 1Y
- 18.92%
- 3Y*
- 15.69%
- 5Y*
- 10.25%
- 10Y*
- 9.45%
BILT vs. JXI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BILT iShares Infrastructure Active ETF | 12.98% | 4.16% |
JXI iShares Global Utilities ETF | 7.74% | 6.24% |
Correlation
The correlation between BILT and JXI is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025 | 0.81 |
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Return for Risk
BILT vs. JXI — Risk / Return Rank
BILT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
JXI
BILT vs. JXI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Infrastructure Active ETF (BILT) and iShares Global Utilities ETF (JXI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BILT | JXI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.26 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.35 | — |
| Martin ratioReturn relative to average drawdown | — | 6.80 | — |
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Drawdowns
BILT vs. JXI - Drawdown Comparison
The maximum BILT drawdown since its inception was -5.38%, smaller than the maximum JXI drawdown of -50.23%. Use the drawdown chart below to compare losses from any high point for BILT and JXI.
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Drawdown Indicators
| BILT | JXI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.38% | -50.23% | +44.85% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.09% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.29% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.45% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.20% | — |
Current DrawdownCurrent decline from peak | -1.85% | -5.21% | +3.36% |
Average DrawdownAverage peak-to-trough decline | -1.44% | -12.80% | +11.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.79% | — |
Volatility
BILT vs. JXI - Volatility Comparison
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Volatility by Period
| BILT | JXI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.33% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.61% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.29% | 13.01% | -2.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.29% | 15.39% | -5.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.29% | 17.02% | -6.73% |
BILT vs. JXI - Expense Ratio Comparison
BILT has a 0.60% expense ratio, which is higher than JXI's 0.46% expense ratio.
Dividends
BILT vs. JXI - Dividend Comparison
BILT's dividend yield for the trailing twelve months is around 5.77%, more than JXI's 2.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BILT iShares Infrastructure Active ETF | 5.77% | 0.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JXI iShares Global Utilities ETF | 2.45% | 2.56% | 3.02% | 3.58% | 3.13% | 2.78% | 2.65% | 3.43% | 3.16% | 3.62% | 4.77% | 3.78% |
Frequently Asked Questions
BILT and JXI have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JXI is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JXI is cheaper with a 0.46% expense ratio, compared with 0.60% for BILT.
BILT has the higher dividend yield at 5.77%, compared with 2.45% for JXI.
Their fees differ too: 0.60% for BILT and 0.46% for JXI.
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