JXI vs. FPWR
JXI (iShares Global Utilities ETF) and FPWR (First Trust EIP Power Solutions ETF) are both Utilities Equities funds. JXI is passively managed, while FPWR is actively managed. Over the past 5 years, JXI returned 10.30%/yr vs 12.46%/yr for FPWR. Their correlation of 0.87 suggests significant overlap in exposure. JXI charges 0.46%/yr vs 0.96%/yr for FPWR.
Performance
JXI vs. FPWR - Performance Comparison
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Returns By Period
In the year-to-date period, JXI achieves a 8.13% return, which is significantly lower than FPWR's 14.10% return.
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%
FPWR
- 1D
- 0.73%
- 1M
- -0.82%
- YTD
- 14.10%
- 6M
- 14.06%
- 1Y
- 20.93%
- 3Y*
- 18.24%
- 5Y*
- 12.46%
- 10Y*
- —
JXI vs. FPWR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JXI iShares Global Utilities ETF | 8.13% | 25.91% | 13.14% | 0.63% | -4.17% | 10.88% | 5.19% | 7.25% |
FPWR First Trust EIP Power Solutions ETF | 14.10% | 16.78% | 22.60% | -3.36% | 5.28% | 12.26% | 8.98% | 5.66% |
Correlation
The correlation between JXI and FPWR is 0.80, 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 | 0.80 |
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 JXI and FPWR has been stable across timeframes, ranging from 0.80 to 0.87 - a consistent structural relationship.
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Return for Risk
JXI vs. FPWR — Risk / Return Rank
JXI
FPWR
JXI vs. FPWR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Utilities ETF (JXI) and First Trust EIP Power Solutions ETF (FPWR). 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.
| JXI | FPWR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -1.05 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.35 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.18 | 4.19 | -2.01 |
| Martin ratioReturn relative to average drawdown | 6.28 | 10.54 | -4.26 |
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Drawdowns
JXI vs. FPWR - Drawdown Comparison
The maximum JXI drawdown since its inception was -50.23%, which is greater than FPWR's maximum drawdown of -32.28%. Use the drawdown chart below to compare losses from any high point for JXI and FPWR.
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Drawdown Indicators
| JXI | FPWR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.23% | -32.28% | -17.95% |
Max Drawdown (1Y)Largest decline over 1 year | -8.09% | -5.02% | -3.07% |
Max Drawdown (3Y)Largest decline over 3 years | -16.29% | -14.68% | -1.61% |
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 | -4.87% | -1.98% | -2.89% |
Average DrawdownAverage peak-to-trough decline | -12.80% | -4.98% | -7.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 1.99% | +0.81% |
Volatility
JXI vs. FPWR - Volatility Comparison
iShares Global Utilities ETF (JXI) has a higher volatility of 4.23% compared to First Trust EIP Power Solutions ETF (FPWR) at 3.60%. This indicates that JXI's price experiences larger fluctuations and is considered to be riskier than FPWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JXI | FPWR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 3.60% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 10.59% | 8.20% | +2.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.99% | 10.57% | +2.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.38% | 14.21% | +1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 17.36% | -0.38% |
JXI vs. FPWR - Expense Ratio Comparison
JXI has a 0.46% expense ratio, which is lower than FPWR's 0.96% expense ratio.
Dividends
JXI vs. FPWR - Dividend Comparison
JXI's dividend yield for the trailing twelve months is around 2.44%, more than FPWR's 1.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPWR First Trust EIP Power Solutions 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% |
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
JXI and FPWR have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JXI has higher volatility (4.23%) compared to FPWR (3.60%). In terms of maximum drawdown, JXI dropped -50.23% vs FPWR's -32.28%.
On 5-year performance, FPWR leads with 12.46% vs 10.30% for JXI. On fees, JXI is cheaper at 0.46% per year. On volatility, FPWR has been the lower-risk option at 3.60%. 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 12.46% return vs 10.30%. 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 2.44%, compared with 1.80% for FPWR.
They also come from different issuers: iShares and First Trust. Their fees differ too: 0.46% for JXI and 0.96% for FPWR.
FPWR currently has the higher Sharpe Ratio (2.00 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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