JXI vs. POWR
Compare and contrast key facts about iShares Global Utilities ETF (JXI) and iShares U.S. Power Infrastructure ETF (POWR).
JXI and POWR 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. POWR is an actively managed fund by iShares. It was launched on Jan 31, 2012.
Performance
JXI vs. POWR - Performance Comparison
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JXI vs. POWR - 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% |
POWR iShares U.S. Power Infrastructure ETF | 11.79% | 10.81% | -1.30% | 3.66% | 42.54% | 42.03% | -28.30% | 8.44% | -11.74% | 9.69% |
Returns By Period
In the year-to-date period, JXI achieves a 9.78% return, which is significantly lower than POWR's 11.79% return. Over the past 10 years, JXI has outperformed POWR with an annualized return of 9.56%, while POWR has yielded a comparatively lower 8.84% 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%
POWR
- 1D
- 1.47%
- 1M
- -1.55%
- YTD
- 11.79%
- 6M
- 10.83%
- 1Y
- 13.74%
- 3Y*
- 9.63%
- 5Y*
- 16.02%
- 10Y*
- 8.84%
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JXI vs. POWR - Expense Ratio Comparison
JXI has a 0.46% expense ratio, which is higher than POWR's 0.40% expense ratio.
Return for Risk
JXI vs. POWR — Risk / Return Rank
JXI
POWR
JXI vs. POWR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Utilities ETF (JXI) and iShares U.S. Power Infrastructure ETF (POWR). 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 | POWR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.00 | 0.63 | +1.37 |
Sortino ratioReturn per unit of downside risk | 2.55 | 0.94 | +1.61 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.14 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 3.56 | 0.82 | +2.75 |
Martin ratioReturn relative to average drawdown | 13.86 | 2.88 | +10.98 |
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 | POWR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 0.63 | +1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.69 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.35 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.17 | +0.17 |
Correlation
The correlation between JXI and POWR is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
JXI vs. POWR - Dividend Comparison
JXI's dividend yield for the trailing twelve months is around 2.33%, less than POWR's 7.07% 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% |
POWR iShares U.S. Power Infrastructure ETF | 7.07% | 7.56% | 4.36% | 4.16% | 4.82% | 3.94% | 3.96% | 5.71% | 3.17% | 3.11% | 2.75% | 3.42% |
Drawdowns
JXI vs. POWR - Drawdown Comparison
The maximum JXI drawdown since its inception was -50.23%, smaller than the maximum POWR drawdown of -65.98%. Use the drawdown chart below to compare losses from any high point for JXI and POWR.
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Drawdown Indicators
| JXI | POWR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.23% | -65.98% | +15.75% |
Max Drawdown (1Y)Largest decline over 1 year | -8.17% | -17.67% | +9.50% |
Max Drawdown (5Y)Largest decline over 5 years | -22.45% | -25.09% | +2.64% |
Max Drawdown (10Y)Largest decline over 10 years | -34.20% | -63.42% | +29.22% |
Current DrawdownCurrent decline from peak | -3.34% | -2.03% | -1.31% |
Average DrawdownAverage peak-to-trough decline | -12.91% | -18.36% | +5.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.10% | 5.00% | -2.90% |
Volatility
JXI vs. POWR - Volatility Comparison
The current volatility for iShares Global Utilities ETF (JXI) is 5.44%, while iShares U.S. Power Infrastructure ETF (POWR) has a volatility of 5.93%. This indicates that JXI experiences smaller price fluctuations and is considered to be less risky than POWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JXI | POWR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.44% | 5.93% | -0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 8.90% | 11.98% | -3.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.24% | 21.77% | -7.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.22% | 23.23% | -8.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 25.64% | -8.70% |