JXI vs. ECLN
Compare and contrast key facts about iShares Global Utilities ETF (JXI) and First Trust EIP Carbon Impact ETF (ECLN).
JXI and ECLN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JXI is a passively managed fund by iShares that tracks the performance of the S&P Global Utilities Index. It was launched on Sep 21, 2006. ECLN is an actively managed fund by First Trust. It was launched on Aug 19, 2019.
Performance
JXI vs. ECLN - Performance Comparison
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JXI vs. ECLN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JXI iShares Global Utilities ETF | 9.78% | 25.91% | 13.14% | 0.63% | -4.17% | 10.88% | 5.19% | 7.74% |
ECLN First Trust EIP Carbon Impact ETF | 13.60% | 16.78% | 22.60% | -3.36% | 5.28% | 12.26% | 8.98% | 5.66% |
Returns By Period
In the year-to-date period, JXI achieves a 9.78% return, which is significantly lower than ECLN's 13.60% return.
JXI
- 1D
- 0.64%
- 1M
- -3.34%
- YTD
- 9.78%
- 6M
- 12.48%
- 1Y
- 28.34%
- 3Y*
- 16.14%
- 5Y*
- 10.63%
- 10Y*
- 9.56%
ECLN
- 1D
- -0.11%
- 1M
- -0.66%
- YTD
- 13.60%
- 6M
- 13.13%
- 1Y
- 24.21%
- 3Y*
- 16.62%
- 5Y*
- 12.57%
- 10Y*
- —
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JXI vs. ECLN - Expense Ratio Comparison
JXI has a 0.46% expense ratio, which is lower than ECLN's 0.97% expense ratio.
Return for Risk
JXI vs. ECLN — Risk / Return Rank
JXI
ECLN
JXI vs. ECLN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Utilities ETF (JXI) and First Trust EIP Carbon Impact ETF (ECLN). 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.
| JXI | ECLN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.00 | 1.91 | +0.09 |
Sortino ratioReturn per unit of downside risk | 2.55 | 2.52 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.36 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 3.56 | 3.00 | +0.56 |
Martin ratioReturn relative to average drawdown | 13.86 | 12.68 | +1.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JXI | ECLN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 1.91 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.89 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.70 | -0.36 |
Correlation
The correlation between JXI and ECLN is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JXI vs. ECLN - Dividend Comparison
JXI's dividend yield for the trailing twelve months is around 2.33%, more than ECLN's 1.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JXI iShares Global Utilities ETF | 2.33% | 2.56% | 3.02% | 3.58% | 3.13% | 2.78% | 2.65% | 3.43% | 3.16% | 3.62% | 4.77% | 3.78% |
ECLN First Trust EIP Carbon Impact ETF | 1.80% | 1.97% | 2.52% | 2.54% | 1.72% | 1.66% | 1.68% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JXI vs. ECLN - Drawdown Comparison
The maximum JXI drawdown since its inception was -50.23%, which is greater than ECLN's maximum drawdown of -32.28%. Use the drawdown chart below to compare losses from any high point for JXI and ECLN.
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Drawdown Indicators
| JXI | ECLN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.23% | -32.28% | -17.95% |
Max Drawdown (1Y)Largest decline over 1 year | -8.17% | -8.45% | +0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -22.45% | -19.88% | -2.57% |
Max Drawdown (10Y)Largest decline over 10 years | -34.20% | — | — |
Current DrawdownCurrent decline from peak | -3.34% | -0.89% | -2.45% |
Average DrawdownAverage peak-to-trough decline | -12.91% | -5.08% | -7.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.10% | 2.00% | +0.10% |
Volatility
JXI vs. ECLN - Volatility Comparison
iShares Global Utilities ETF (JXI) has a higher volatility of 5.44% compared to First Trust EIP Carbon Impact ETF (ECLN) at 2.87%. This indicates that JXI's price experiences larger fluctuations and is considered to be riskier than ECLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JXI | ECLN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.44% | 2.87% | +2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 8.90% | 7.36% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.24% | 12.78% | +1.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.22% | 14.16% | +1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 17.52% | -0.58% |