JXI vs. IXC
Compare and contrast key facts about iShares Global Utilities ETF (JXI) and iShares Global Energy ETF (IXC).
JXI and IXC 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. IXC is a passively managed fund by iShares that tracks the performance of the S&P Global Energy Sector Index. It was launched on Nov 16, 2001. Both JXI and IXC 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. IXC - Performance Comparison
Loading graphics...
JXI vs. IXC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JXI iShares Global Utilities ETF | 9.78% | 25.91% | 13.14% | 0.63% | -4.17% | 10.88% | 5.19% | 23.94% | 2.31% | 14.79% |
IXC iShares Global Energy ETF | 37.40% | 13.98% | 1.95% | 3.92% | 48.51% | 40.88% | -31.00% | 12.67% | -14.85% | 5.54% |
Returns By Period
In the year-to-date period, JXI achieves a 9.78% return, which is significantly lower than IXC's 37.40% return. Over the past 10 years, JXI has underperformed IXC with an annualized return of 9.56%, while IXC has yielded a comparatively higher 11.57% annualized 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%
IXC
- 1D
- -0.78%
- 1M
- 11.19%
- YTD
- 37.40%
- 6M
- 40.78%
- 1Y
- 42.12%
- 3Y*
- 19.66%
- 5Y*
- 22.95%
- 10Y*
- 11.57%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JXI vs. IXC - Expense Ratio Comparison
Both JXI and IXC have an expense ratio of 0.46%.
Return for Risk
JXI vs. IXC — Risk / Return Rank
JXI
IXC
JXI vs. IXC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Utilities ETF (JXI) and iShares Global Energy ETF (IXC). 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 | IXC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.00 | 1.90 | +0.10 |
Sortino ratioReturn per unit of downside risk | 2.55 | 2.35 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.36 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 3.56 | 2.39 | +1.17 |
Martin ratioReturn relative to average drawdown | 13.86 | 7.98 | +5.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JXI | IXC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 1.90 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.98 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.43 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.33 | +0.01 |
Correlation
The correlation between JXI and IXC is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JXI vs. IXC - Dividend Comparison
JXI's dividend yield for the trailing twelve months is around 2.33%, less than IXC's 2.68% 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% |
IXC iShares Global Energy ETF | 2.68% | 3.68% | 4.56% | 3.45% | 4.76% | 3.98% | 4.86% | 7.00% | 3.51% | 3.05% | 2.86% | 3.77% |
Drawdowns
JXI vs. IXC - Drawdown Comparison
The maximum JXI drawdown since its inception was -50.23%, smaller than the maximum IXC drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for JXI and IXC.
Loading graphics...
Drawdown Indicators
| JXI | IXC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.23% | -67.88% | +17.65% |
Max Drawdown (1Y)Largest decline over 1 year | -8.17% | -18.03% | +9.86% |
Max Drawdown (5Y)Largest decline over 5 years | -22.45% | -24.93% | +2.48% |
Max Drawdown (10Y)Largest decline over 10 years | -34.20% | -64.16% | +29.96% |
Current DrawdownCurrent decline from peak | -3.34% | -1.12% | -2.22% |
Average DrawdownAverage peak-to-trough decline | -12.91% | -17.57% | +4.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.10% | 5.41% | -3.31% |
Volatility
JXI vs. IXC - Volatility Comparison
iShares Global Utilities ETF (JXI) has a higher volatility of 5.44% compared to iShares Global Energy ETF (IXC) at 4.41%. This indicates that JXI's price experiences larger fluctuations and is considered to be riskier than IXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JXI | IXC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.44% | 4.41% | +1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 8.90% | 12.78% | -3.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.24% | 22.29% | -8.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.22% | 23.46% | -8.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 26.78% | -9.84% |