ELFY vs. JXI
ELFY (ALPS Electrification Infrastructure ETF) and JXI (iShares Global Utilities ETF) are both Utilities Equities funds - ELFY tracks the Ladenburg Thalmann Electrification Infrastructure Index while JXI tracks the S&P Global Utilities Index. Both are passively managed. Over the past year, ELFY returned 44.09% vs 17.57% for JXI. A 0.53 correlation means they provide meaningful diversification when combined. ELFY charges 0.50%/yr vs 0.46%/yr for JXI.
Performance
ELFY vs. JXI - Performance Comparison
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Returns By Period
In the year-to-date period, ELFY achieves a 26.69% return, which is significantly higher than JXI's 8.13% return.
ELFY
- 1D
- -2.50%
- 1M
- 0.43%
- YTD
- 26.69%
- 6M
- 24.89%
- 1Y
- 44.09%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JXI
- 1D
- 0.36%
- 1M
- -0.79%
- YTD
- 8.13%
- 6M
- 8.57%
- 1Y
- 17.57%
- 3Y*
- 15.82%
- 5Y*
- 10.30%
- 10Y*
- 9.49%
ELFY vs. JXI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ELFY ALPS Electrification Infrastructure ETF | 26.69% | 34.72% |
JXI iShares Global Utilities ETF | 8.13% | 20.93% |
Correlation
The correlation between ELFY and JXI is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Apr 10, 2025 | 0.53 |
The correlation between ELFY and JXI has been stable across timeframes, ranging from 0.53 to 0.55 - a consistent structural relationship.
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Return for Risk
ELFY vs. JXI — Risk / Return Rank
ELFY
JXI
ELFY vs. JXI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Electrification Infrastructure ETF (ELFY) 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.
| ELFY | JXI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.87 | ||
| Sortino ratioReturn per unit of downside risk | +1.10 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.24 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 5.29 | 2.18 | +3.11 |
| Martin ratioReturn relative to average drawdown | 15.96 | 6.28 | +9.68 |
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Drawdowns
ELFY vs. JXI - Drawdown Comparison
The maximum ELFY drawdown since its inception was -8.37%, smaller than the maximum JXI drawdown of -50.23%. Use the drawdown chart below to compare losses from any high point for ELFY and JXI.
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Drawdown Indicators
| ELFY | JXI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.37% | -50.23% | +41.86% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -8.09% | -0.28% |
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 | -2.50% | -4.87% | +2.37% |
Average DrawdownAverage peak-to-trough decline | -1.67% | -12.80% | +11.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 2.80% | -0.03% |
Volatility
ELFY vs. JXI - Volatility Comparison
ALPS Electrification Infrastructure ETF (ELFY) has a higher volatility of 8.54% compared to iShares Global Utilities ETF (JXI) at 4.23%. This indicates that ELFY's price experiences larger fluctuations and is considered to be riskier than JXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ELFY | JXI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.54% | 4.23% | +4.31% |
Volatility (6M)Calculated over the trailing 6-month period | 15.97% | 10.59% | +5.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.80% | 12.99% | +6.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.69% | 15.38% | +4.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.69% | 16.98% | +2.71% |
ELFY vs. JXI - Expense Ratio Comparison
ELFY has a 0.50% expense ratio, which is higher than JXI's 0.46% expense ratio.
Dividends
ELFY vs. JXI - Dividend Comparison
ELFY's dividend yield for the trailing twelve months is around 0.97%, less than JXI's 2.44% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELFY ALPS Electrification Infrastructure ETF | 0.97% | 0.76% | 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 | 2.44% | 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
ELFY and JXI have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ELFY has higher volatility (8.54%) compared to JXI (4.23%). In terms of maximum drawdown, ELFY dropped -8.37% vs JXI's -50.23%.
On 1-year performance, ELFY leads with 44.09% vs 17.57% for JXI. On fees, JXI is cheaper at 0.46% per year. On volatility, JXI has been the lower-risk option at 4.23%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, ELFY has performed better with a 44.09% return vs 17.57%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
JXI is cheaper with a 0.46% expense ratio, compared with 0.50% for ELFY.
JXI has the higher dividend yield at 2.44%, compared with 0.97% for ELFY.
ELFY tracks Ladenburg Thalmann Electrification Infrastructure Index, while JXI tracks S&P Global Utilities Index. They also come from different issuers: ALPS and iShares. Their fees differ too: 0.50% for ELFY and 0.46% for JXI.
ELFY currently has the higher Sharpe Ratio (2.24 vs 1.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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