JXI vs. IBIT
JXI (iShares Global Utilities ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - JXI is a Utilities Equities fund tracking the S&P Global 1200 Utilities (Sector) Capped Index (USD) (Net), while IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant. Both are passively managed. Over the past year, JXI returned 13.52% vs -44.50% for IBIT. Their 0.16 correlation means their historical movements had little consistent relationship. JXI charges 0.39%/yr vs 0.25%/yr for IBIT.
Performance
JXI vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, JXI achieves a 7.87% return, which is significantly higher than IBIT's -28.22% return.
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%
IBIT
- 1D
- -2.89%
- 1M
- 2.21%
- 6M
- -24.95%
- YTD
- -28.22%
- 1Y
- -44.50%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.01%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.30B | $1.34B | $1.68B | |
| $1.04M | $1.55M | $2.20M |
JXI vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
JXI iShares Global Utilities ETF | 7.87% | 25.91% | 11.58% |
IBIT iShares Bitcoin Trust ETF | -28.22% | -6.41% | 89.87% |
Correlation
The correlation between JXI and IBIT is 0.16, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.16 |
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Return for Risk
JXI vs. IBIT — Risk / Return Rank
JXI
IBIT
JXI vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Utilities ETF (JXI) and iShares Bitcoin Trust ETF (IBIT). 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 | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.15 | ||
| Sortino ratioReturn per unit of downside risk | +3.11 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 0.83 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 1.78 | -0.87 | +2.65 |
| Martin ratioReturn relative to average drawdown | 4.74 | -1.34 | +6.08 |
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Drawdowns
JXI vs. IBIT - Drawdown Comparison
The maximum JXI drawdown since its inception was -50.23%, smaller than the maximum IBIT drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for JXI and IBIT.
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Drawdown Indicators
| JXI | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.23% | -53.30% | +3.07% |
Max Drawdown (1Y)Largest decline over 1 year | -8.09% | -53.30% | +45.21% |
Max Drawdown (3Y)Largest decline over 3 years | -12.16% | — | — |
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 | -5.10% | -50.01% | +44.91% |
Average DrawdownAverage peak-to-trough decline | -12.75% | -18.24% | +5.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 34.66% | -31.63% |
Volatility
JXI vs. IBIT - Volatility Comparison
The current volatility for iShares Global Utilities ETF (JXI) is 3.81%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.21%. This indicates that JXI experiences smaller price fluctuations and is considered to be less risky than IBIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JXI | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 9.21% | -5.40% |
Volatility (6M)Calculated over the trailing 6-month period | 10.97% | 33.74% | -22.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.08% | 44.46% | -31.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.42% | 49.60% | -34.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 49.60% | -32.62% |
JXI vs. IBIT - Expense Ratio Comparison
JXI has a 0.39% expense ratio, which is higher than IBIT's 0.25% expense ratio.
Dividends
JXI vs. IBIT - Dividend Comparison
JXI's dividend yield for the trailing twelve months is around 2.44%, while IBIT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBIT iShares Bitcoin Trust ETF | 0.00% | 0.00% | 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 | 2.44% | 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 IBIT have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (9.21%) compared to JXI (3.81%). In terms of maximum drawdown, JXI dropped -50.23% vs IBIT's -53.30%.
On 1-year performance, JXI leads with 13.52% vs -44.50% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, JXI has been the lower-risk option at 3.81%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, JXI has performed better with a 13.52% return vs -44.50%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBIT is cheaper with a 0.25% expense ratio, compared with 0.39% for JXI.
JXI has the higher dividend yield at 2.44%, compared with 0.00% for IBIT.
JXI is categorized as Utilities Equities, while IBIT is Cryptocurrency. JXI tracks S&P Global 1200 Utilities (Sector) Capped Index (USD) (Net), while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.39% for JXI and 0.25% for IBIT.
JXI currently has the higher Sharpe Ratio (1.10 vs -1.04), 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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