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FPWR vs. JXI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

FPWR vs. JXI

Last updated Jun 13, 2026

FPWR (First Trust EIP Power Solutions ETF) and JXI (iShares Global Utilities ETF) are both Utilities Equities funds. FPWR is actively managed, while JXI is passively managed. Over the past 5 years, FPWR returned 11.64%/yr vs 9.47%/yr for JXI. Their correlation of 0.87 suggests significant overlap in exposure. FPWR charges 0.96%/yr vs 0.46%/yr for JXI.

Performance

FPWR vs. JXI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust EIP Power Solutions ETF (FPWR) and iShares Global Utilities ETF (JXI). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, FPWR achieves a 12.90% return, which is significantly higher than JXI's 7.55% return.

FPWR

1D
0.53%
1M
-0.10%
YTD
12.90%
6M
12.93%
1Y
19.64%
3Y*
17.01%
5Y*
11.64%
10Y*
—

JXI

1D
0.38%
1M
-0.60%
YTD
7.55%
6M
8.95%
1Y
17.36%
3Y*
15.31%
5Y*
9.47%
10Y*
9.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FPWR vs. JXI - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
FPWR
First Trust EIP Power Solutions ETF		12.90%16.78%22.60%-3.36%5.28%12.26%8.98%5.66%
JXI
iShares Global Utilities ETF		7.55%25.91%13.14%0.63%-4.17%10.88%5.19%7.25%

Correlation

The correlation between FPWR 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 (1Y)
Calculated over the trailing 1-year period

0.81

Correlation (3Y)
Calculated over the trailing 3-year period

0.87

Correlation (5Y)
Calculated over the trailing 5-year period

0.87

Correlation (All Time)
Calculated using the full available price history since Aug 20, 2019

0.87

The correlation between FPWR and JXI has been stable across timeframes, ranging from 0.81 to 0.87 - a consistent structural relationship.

FPWR vs. JXI - Sectors Allocation Comparison

Sectors
FPWR
JXI

Utilities

50.0%
97.6%

Energy

29.0%
0.6%

Industrials

8.1%
1.2%

Financial Services

1.6%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Healthcare

-

-

Real Estate

-

-

Technology

-

-

Utilities

FPWR
50.0%
JXI
97.6%

Energy

FPWR
29.0%
JXI
0.6%

Industrials

FPWR
8.1%
JXI
1.2%

Financial Services

FPWR
1.6%
JXI

-

Basic Materials

FPWR

-

JXI

-

Communication Services

FPWR

-

JXI

-

Consumer Cyclical

FPWR

-

JXI

-

Consumer Defensive

FPWR

-

JXI

-

Healthcare

FPWR

-

JXI

-

Real Estate

FPWR

-

JXI

-

Technology

FPWR

-

JXI

-

Compare stocks, funds, or ETFs

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First Trust EIP Power Solutions ETF

iShares Global Utilities ETF

Often compared with FPWR:
FPWR vs. BILTFPWR vs. XLUFPWR vs. ELFYFPWR vs. ECLNFPWR vs. GIIFPWR vs. FDLFPWR vs. GRID
Often compared with JXI:
JXI vs. XLUJXI vs. VPUJXI vs. FXUJXI vs. TIPJXI vs. SPYJXI vs. RSPUJXI vs. DXJ

Return for Risk

FPWR vs. JXI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FPWR
FPWR Risk / Return Rank: 6767
Overall Rank
FPWR Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
FPWR Sortino Ratio Rank: 6767
Sortino Ratio Rank
FPWR Omega Ratio Rank: 6060
Omega Ratio Rank
FPWR Calmar Ratio Rank: 8282
Calmar Ratio Rank
FPWR Martin Ratio Rank: 6363
Martin Ratio Rank
JXI
JXI Risk / Return Rank: 4444
Overall Rank
JXI Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
JXI Sortino Ratio Rank: 4040
Sortino Ratio Rank
JXI Omega Ratio Rank: 4141
Omega Ratio Rank
JXI Calmar Ratio Rank: 4949
Calmar Ratio Rank
JXI Martin Ratio Rank: 4545
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FPWR vs. JXI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust EIP Power Solutions ETF (FPWR) 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.

FPWRJXIDifference
Sharpe ratioReturn per unit of total volatility
1.88
1.35

+0.54

Sortino ratioReturn per unit of downside risk
2.74
1.83

+0.92

Omega ratioGain probability vs. loss probability

1.33

1.24

+0.09

Calmar ratioReturn relative to maximum drawdown

3.93

2.16

+1.77

Martin ratioReturn relative to average drawdown

10.17

6.48

+3.70

FPWR vs. JXI - Sharpe Ratio Comparison

The current FPWR Sharpe Ratio is 1.88, which is higher than the JXI Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of FPWR and JXI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

FPWR vs. JXI - Drawdown Comparison

The maximum FPWR drawdown since its inception was -32.28%, smaller than the maximum JXI drawdown of -50.23%. Use the drawdown chart below to compare losses from any high point for FPWR and JXI.

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Drawdown Indicators

FPWRJXIDifference

Max Drawdown

Largest peak-to-trough decline

-32.28%

-50.23%

+17.95%

Max Drawdown (1Y)

Largest decline over 1 year

-5.02%

-8.09%

+3.07%

Max Drawdown (3Y)

Largest decline over 3 years

-14.68%

-16.29%

+1.61%

Max Drawdown (5Y)

Largest decline over 5 years

-19.88%

-22.45%

+2.57%

Max Drawdown (10Y)

Largest decline over 10 years

—

-34.20%

—

Current Drawdown

Current decline from peak

-3.00%

-5.38%

+2.38%

Average Drawdown

Average peak-to-trough decline

-4.98%

-12.81%

+7.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.94%

2.69%

-0.75%

Volatility

FPWR vs. JXI - Volatility Comparison

The current volatility for First Trust EIP Power Solutions ETF (FPWR) is 3.58%, while iShares Global Utilities ETF (JXI) has a volatility of 5.01%. This indicates that FPWR experiences smaller price fluctuations and is considered to be less risky 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

FPWRJXIDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.58%

5.01%

-1.43%

Volatility (6M)

Calculated over the trailing 6-month period

8.15%

10.61%

-2.46%

Volatility (1Y)

Calculated over the trailing 1-year period

10.52%

13.01%

-2.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.22%

15.41%

-1.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.38%

17.01%

+0.37%

FPWR vs. JXI - Expense Ratio Comparison

FPWR has a 0.96% expense ratio, which is higher than JXI's 0.46% expense ratio.

Dividends

FPWR vs. JXI - Dividend Comparison

FPWR's dividend yield for the trailing twelve months is around 1.81%, less than JXI's 2.38% yield.

PositionTTM20252024202320222021202020192018201720162015
FPWR
First Trust EIP Power Solutions ETF		1.81%1.97%2.52%2.54%1.72%1.66%1.68%0.71%0.00%0.00%0.00%0.00%
JXI
iShares Global Utilities ETF		2.38%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

FPWR 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.

JXI has higher volatility (5.01%) compared to FPWR (3.58%). In terms of maximum drawdown, FPWR dropped -32.28% vs JXI's -50.23%.

On 5-year performance, FPWR leads with 11.64% vs 9.47% for JXI. On fees, JXI is cheaper at 0.46% per year. On volatility, FPWR has been the lower-risk option at 3.58%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, FPWR has performed better with a 11.64% return vs 9.47%. 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 0.96% for FPWR.

JXI has the higher dividend yield at 2.38%, compared with 1.81% for FPWR.

They also come from different issuers: First Trust and iShares. Their fees differ too: 0.96% for FPWR and 0.46% for JXI.

FPWR currently has the higher Sharpe Ratio (1.88 vs 1.35), 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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