GLIX vs. JXI
GLIX (Lazard Listed Infrastructure ETF) and JXI (iShares Global Utilities ETF) are both Utilities Equities funds. GLIX is actively managed, while JXI is passively managed. A 0.71 correlation means they provide meaningful diversification when combined. GLIX charges 0.96%/yr vs 0.46%/yr for JXI.
Performance
GLIX vs. JXI - Performance Comparison
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Returns By Period
In the year-to-date period, GLIX achieves a 12.51% return, which is significantly higher than JXI's 8.75% return.
GLIX
- 1D
- 0.58%
- 1M
- 2.06%
- YTD
- 12.51%
- 6M
- 12.64%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JXI
- 1D
- 0.57%
- 1M
- -0.22%
- YTD
- 8.75%
- 6M
- 8.68%
- 1Y
- 17.78%
- 3Y*
- 16.04%
- 5Y*
- 10.28%
- 10Y*
- 9.55%
GLIX vs. JXI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
GLIX Lazard Listed Infrastructure ETF | 12.51% | 0.49% |
JXI iShares Global Utilities ETF | 8.75% | 0.95% |
Correlation
The correlation between GLIX and JXI is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 6, 2025 | 0.71 |
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Return for Risk
GLIX vs. JXI — Risk / Return Rank
GLIX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
JXI
GLIX vs. JXI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard Listed Infrastructure ETF (GLIX) 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.
| GLIX | JXI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.24 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.21 | — |
| Martin ratioReturn relative to average drawdown | — | 6.33 | — |
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Drawdowns
GLIX vs. JXI - Drawdown Comparison
The maximum GLIX drawdown since its inception was -7.82%, smaller than the maximum JXI drawdown of -50.23%. Use the drawdown chart below to compare losses from any high point for GLIX and JXI.
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Drawdown Indicators
| GLIX | JXI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.82% | -50.23% | +42.41% |
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 | -0.98% | -4.33% | +3.35% |
Average DrawdownAverage peak-to-trough decline | -2.05% | -12.80% | +10.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.82% | — |
Volatility
GLIX vs. JXI - Volatility Comparison
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Volatility by Period
| GLIX | JXI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.26% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.59% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.87% | 12.92% | -1.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.87% | 15.38% | -3.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.87% | 16.98% | -5.11% |
GLIX vs. JXI - Expense Ratio Comparison
GLIX has a 0.96% expense ratio, which is higher than JXI's 0.46% expense ratio.
Dividends
GLIX vs. JXI - Dividend Comparison
GLIX's dividend yield for the trailing twelve months is around 2.02%, less than JXI's 2.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLIX Lazard Listed Infrastructure ETF | 2.02% | 1.30% | 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 | 2.43% | 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
GLIX and JXI have a correlation of 0.71, 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 0.96% for GLIX.
JXI has the higher dividend yield at 2.43%, compared with 2.02% for GLIX.
They also come from different issuers: Lazard and iShares. Their fees differ too: 0.96% for GLIX and 0.46% for JXI.
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