JXI vs. FUTY
Compare and contrast key facts about iShares Global Utilities ETF (JXI) and Fidelity MSCI Utilities Index ETF (FUTY).
JXI and FUTY 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. FUTY is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Utilities Index. It was launched on Oct 21, 2013. Both JXI and FUTY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
JXI vs. FUTY - Performance Comparison
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JXI vs. FUTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JXI iShares Global Utilities ETF | 11.32% | 25.91% | 13.14% | 0.63% | -4.17% | 10.88% | 5.19% | 23.94% | 2.31% | 14.79% |
FUTY Fidelity MSCI Utilities Index ETF | 8.91% | 16.40% | 23.20% | -7.46% | 1.12% | 17.53% | -0.80% | 24.89% | 4.36% | 12.52% |
Returns By Period
In the year-to-date period, JXI achieves a 11.32% return, which is significantly higher than FUTY's 8.91% return. Both investments have delivered pretty close results over the past 10 years, with JXI having a 9.74% annualized return and FUTY not far ahead at 9.80%.
JXI
- 1D
- 0.51%
- 1M
- 0.59%
- YTD
- 11.32%
- 6M
- 13.53%
- 1Y
- 29.04%
- 3Y*
- 16.80%
- 5Y*
- 10.94%
- 10Y*
- 9.74%
FUTY
- 1D
- 0.66%
- 1M
- -0.88%
- YTD
- 8.91%
- 6M
- 6.40%
- 1Y
- 19.63%
- 3Y*
- 14.53%
- 5Y*
- 10.76%
- 10Y*
- 9.80%
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JXI vs. FUTY - Expense Ratio Comparison
JXI has a 0.46% expense ratio, which is higher than FUTY's 0.08% expense ratio.
Return for Risk
JXI vs. FUTY — Risk / Return Rank
JXI
FUTY
JXI vs. FUTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Utilities ETF (JXI) and Fidelity MSCI Utilities Index ETF (FUTY). 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 | FUTY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 1.27 | +0.78 |
Sortino ratioReturn per unit of downside risk | 2.60 | 1.72 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.23 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 3.63 | 2.25 | +1.38 |
Martin ratioReturn relative to average drawdown | 14.05 | 5.36 | +8.69 |
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 | FUTY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 1.27 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.64 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.52 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.59 | -0.24 |
Correlation
The correlation between JXI and FUTY is 0.90, 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. FUTY - Dividend Comparison
JXI's dividend yield for the trailing twelve months is around 2.30%, less than FUTY's 2.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JXI iShares Global Utilities ETF | 2.30% | 2.56% | 3.02% | 3.58% | 3.13% | 2.78% | 2.65% | 3.43% | 3.16% | 3.62% | 4.77% | 3.78% |
FUTY Fidelity MSCI Utilities Index ETF | 2.48% | 2.67% | 2.96% | 3.31% | 2.72% | 2.70% | 3.07% | 2.82% | 3.11% | 3.03% | 3.35% | 4.33% |
Drawdowns
JXI vs. FUTY - Drawdown Comparison
The maximum JXI drawdown since its inception was -50.23%, which is greater than FUTY's maximum drawdown of -36.44%. Use the drawdown chart below to compare losses from any high point for JXI and FUTY.
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Drawdown Indicators
| JXI | FUTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.23% | -36.44% | -13.79% |
Max Drawdown (1Y)Largest decline over 1 year | -8.17% | -8.93% | +0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -22.45% | -25.11% | +2.66% |
Max Drawdown (10Y)Largest decline over 10 years | -34.20% | -36.44% | +2.24% |
Current DrawdownCurrent decline from peak | -1.98% | -2.12% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -12.90% | -6.06% | -6.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 3.75% | -1.64% |
Volatility
JXI vs. FUTY - Volatility Comparison
iShares Global Utilities ETF (JXI) and Fidelity MSCI Utilities Index ETF (FUTY) have volatilities of 5.23% and 5.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JXI | FUTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 5.06% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 8.91% | 10.14% | -1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.26% | 15.53% | -1.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.22% | 16.92% | -1.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 18.99% | -2.06% |