IGF vs. JXI
IGF (iShares Global Infrastructure ETF) and JXI (iShares Global Utilities ETF) are both exchange-traded funds - IGF is a Infrastructure Equities fund tracking the S&P Global Infrastructure Index (Net), while JXI is a Utilities Equities fund tracking the S&P Global 1200 Utilities (Sector) Capped Index (USD) (Net). Both are passively managed. Over the past 10 years, IGF returned 8.14%/yr vs 8.89%/yr for JXI. Their correlation of 0.82 means they have usually moved in the same direction. Both charge a 0.39% expense ratio.
Performance
IGF vs. JXI - Performance Comparison
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Returns By Period
In the year-to-date period, IGF achieves a 10.41% return, which is significantly higher than JXI's 7.87% return. Over the past 10 years, IGF has underperformed JXI with an annualized return of 8.14%, while JXI has yielded a comparatively higher 8.89% annualized return.
IGF
- 1D
- -0.28%
- 1M
- -0.09%
- 6M
- 5.19%
- YTD
- 10.41%
- 1Y
- 16.30%
- 3Y*
- 16.16%
- 5Y*
- 11.05%
- 10Y*
- 8.14%
- ALL TIME*
- 4.91%
JXI
- 1D
- -0.39%
- 1M
- -2.11%
- 6M
- 4.02%
- YTD
- 7.87%
- 1Y
- 13.52%
- 3Y*
- 15.24%
- 5Y*
- 9.72%
- 10Y*
- 8.89%
- ALL TIME*
- 6.21%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $38.15M | $37.64M | $47.97M | |
| $1.04M | $1.55M | $2.20M |
IGF vs. JXI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGF iShares Global Infrastructure ETF | 10.41% | 21.31% | 14.81% | 6.14% | -1.26% | 11.57% | -6.50% | 25.82% | -9.95% | 19.31% |
JXI iShares Global Utilities ETF | 7.87% | 25.91% | 13.14% | 0.63% | -4.17% | 10.88% | 5.19% | 23.94% | 2.31% | 14.79% |
Correlation
The correlation between IGF and JXI is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Dec 12, 2007 | 0.82 |
The correlation between IGF and JXI has been stable across timeframes, ranging from 0.79 to 0.82 - a consistent structural relationship.
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Return for Risk
IGF vs. JXI — Risk / Return Rank
IGF
JXI
IGF vs. JXI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Infrastructure ETF (IGF) 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.
| IGF | JXI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.45 | ||
| Sortino ratioReturn per unit of downside risk | +0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.20 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.83 | 1.78 | +1.05 |
| Martin ratioReturn relative to average drawdown | 7.59 | 4.74 | +2.84 |
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Drawdowns
IGF vs. JXI - Drawdown Comparison
The maximum IGF drawdown since its inception was -58.33%, which is greater than JXI's maximum drawdown of -50.23%. Use the drawdown chart below to compare losses from any high point for IGF and JXI.
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Drawdown Indicators
| IGF | JXI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.33% | -50.23% | -8.10% |
Max Drawdown (1Y)Largest decline over 1 year | -5.87% | -8.09% | +2.22% |
Max Drawdown (3Y)Largest decline over 3 years | -11.31% | -12.16% | +0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -20.83% | -22.45% | +1.62% |
Max Drawdown (10Y)Largest decline over 10 years | -42.11% | -34.20% | -7.91% |
Current DrawdownCurrent decline from peak | -2.34% | -5.10% | +2.76% |
Average DrawdownAverage peak-to-trough decline | -11.79% | -12.75% | +0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 3.03% | -0.84% |
Volatility
IGF vs. JXI - Volatility Comparison
The current volatility for iShares Global Infrastructure ETF (IGF) is 2.75%, while iShares Global Utilities ETF (JXI) has a volatility of 3.81%. This indicates that IGF 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
| IGF | JXI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.75% | 3.81% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 8.92% | 10.97% | -2.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.69% | 13.08% | -2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.95% | 15.42% | -1.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.71% | 16.98% | -0.27% |
IGF vs. JXI - Expense Ratio Comparison
Both IGF and JXI have an expense ratio of 0.39%.
Dividends
IGF vs. JXI - Dividend Comparison
IGF's dividend yield for the trailing twelve months is around 2.89%, more than JXI's 2.44% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGF iShares Global Infrastructure ETF | 2.89% | 3.23% | 3.21% | 3.36% | 2.67% | 2.42% | 2.33% | 3.27% | 3.52% | 2.95% | 2.98% | 3.25% |
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
IGF and JXI have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JXI has higher volatility (3.81%) compared to IGF (2.75%). In terms of maximum drawdown, IGF dropped -58.33% vs JXI's -50.23%.
On 10-year performance, JXI leads with 8.89% vs 8.14% for IGF. Both ETFs have the same 0.39% expense ratio. On volatility, IGF has been the lower-risk option at 2.75%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, JXI has performed better with a 8.89% return vs 8.14%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IGF and JXI have the same expense ratio: 0.39% per year.
IGF has the higher dividend yield at 2.89%, compared with 2.44% for JXI.
IGF is categorized as Infrastructure Equities, while JXI is Utilities Equities. IGF tracks S&P Global Infrastructure Index (Net), while JXI tracks S&P Global 1200 Utilities (Sector) Capped Index (USD) (Net).
IGF currently has the higher Sharpe Ratio (1.55 vs 1.10), 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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