JXI vs. PSCU
JXI (iShares Global Utilities ETF) and PSCU (Invesco S&P SmallCap Utilities & Communication Services ETF) are both Utilities Equities funds - JXI tracks the S&P Global 1200 Utilities (Sector) Capped Index (USD) (Net) while PSCU tracks the S&P SmallCap 600 Capped Utilities & Communication Services Index. Both are passively managed. Over the past 10 years, JXI returned 8.89%/yr vs 5.24%/yr for PSCU. Their 0.57 correlation means they have sometimes moved together and sometimes differently. JXI charges 0.39%/yr vs 0.29%/yr for PSCU.
Performance
JXI vs. PSCU - Performance Comparison
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Returns By Period
In the year-to-date period, JXI achieves a 7.87% return, which is significantly lower than PSCU's 11.84% return. Over the past 10 years, JXI has outperformed PSCU with an annualized return of 8.89%, while PSCU has yielded a comparatively lower 5.24% annualized 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%
PSCU
- 1D
- -0.57%
- 1M
- -2.09%
- 6M
- 8.75%
- YTD
- 11.84%
- 1Y
- 19.08%
- 3Y*
- 6.73%
- 5Y*
- 0.82%
- 10Y*
- 5.24%
- ALL TIME*
- 8.57%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.04M | $1.55M | $2.20M | |
| $42.89K | $70.43K | $77.81K |
JXI vs. PSCU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JXI iShares Global Utilities ETF | 7.87% | 25.91% | 13.14% | 0.63% | -4.17% | 10.88% | 5.19% | 23.94% | 2.31% | 14.79% |
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF | 11.84% | -1.93% | 10.68% | 2.12% | -19.73% | 30.12% | 3.80% | 9.67% | -4.80% | 12.42% |
Correlation
The correlation between JXI and PSCU is 0.32, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.32 |
Correlation (3Y) Balances recent behavior with more history. | 0.45 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.53 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.53 |
Correlation (All Time) Calculated using the full available price history since Apr 7, 2010 | 0.57 |
Over the past year, the correlation between JXI and PSCU has dropped to 0.32 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.
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Return for Risk
JXI vs. PSCU — Risk / Return Rank
JXI
PSCU
JXI vs. PSCU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Utilities ETF (JXI) and Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU). 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 | PSCU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.18 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.78 | 1.95 | -0.17 |
| Martin ratioReturn relative to average drawdown | 4.74 | 4.92 | -0.18 |
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Drawdowns
JXI vs. PSCU - Drawdown Comparison
The maximum JXI drawdown since its inception was -50.23%, which is greater than PSCU's maximum drawdown of -29.97%. Use the drawdown chart below to compare losses from any high point for JXI and PSCU.
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Drawdown Indicators
| JXI | PSCU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.23% | -29.97% | -20.26% |
Max Drawdown (1Y)Largest decline over 1 year | -8.09% | -8.32% | +0.23% |
Max Drawdown (3Y)Largest decline over 3 years | -12.16% | -23.55% | +11.39% |
Max Drawdown (5Y)Largest decline over 5 years | -22.45% | -29.97% | +7.52% |
Max Drawdown (10Y)Largest decline over 10 years | -34.20% | -29.97% | -4.23% |
Current DrawdownCurrent decline from peak | -5.10% | -3.84% | -1.26% |
Average DrawdownAverage peak-to-trough decline | -12.75% | -7.62% | -5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 3.32% | -0.29% |
Volatility
JXI vs. PSCU - Volatility Comparison
iShares Global Utilities ETF (JXI) has a higher volatility of 3.81% compared to Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) at 2.99%. This indicates that JXI's price experiences larger fluctuations and is considered to be riskier than PSCU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JXI | PSCU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 2.99% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 10.97% | 11.20% | -0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.08% | 15.67% | -2.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.42% | 18.40% | -2.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 19.50% | -2.52% |
JXI vs. PSCU - Expense Ratio Comparison
JXI has a 0.39% expense ratio, which is higher than PSCU's 0.29% expense ratio.
Dividends
JXI vs. PSCU - Dividend Comparison
JXI's dividend yield for the trailing twelve months is around 2.44%, more than PSCU's 0.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF | 0.99% | 1.10% | 0.98% | 1.60% | 1.71% | 2.69% | 1.20% | 2.47% | 2.35% | 1.84% | 6.93% | 2.94% |
Frequently Asked Questions
JXI and PSCU have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JXI has higher volatility (3.81%) compared to PSCU (2.99%). In terms of maximum drawdown, JXI dropped -50.23% vs PSCU's -29.97%.
On 10-year performance, JXI leads with 8.89% vs 5.24% for PSCU. On fees, PSCU is cheaper at 0.29% per year. On volatility, PSCU has been the lower-risk option at 2.99%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, JXI has performed better with a 8.89% return vs 5.24%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
PSCU is cheaper with a 0.29% expense ratio, compared with 0.39% for JXI.
JXI has the higher dividend yield at 2.44%, compared with 0.99% for PSCU.
JXI tracks S&P Global 1200 Utilities (Sector) Capped Index (USD) (Net), while PSCU tracks S&P SmallCap 600 Capped Utilities & Communication Services Index. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.39% for JXI and 0.29% for PSCU.
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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