JXI vs. XLUI
JXI (iShares Global Utilities ETF) and XLUI (State Street Utilities Select Sector SPDR Premium Income ETF) are both Utilities Equities funds. JXI is passively managed, while XLUI is actively managed. Their correlation of 0.85 suggests significant overlap in exposure. JXI charges 0.46%/yr vs 0.35%/yr for XLUI.
Performance
JXI vs. XLUI - Performance Comparison
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Returns By Period
In the year-to-date period, JXI achieves a 8.13% return, which is significantly lower than XLUI's 8.84% return.
JXI
- 1D
- 0.36%
- 1M
- -0.79%
- YTD
- 8.13%
- 6M
- 8.57%
- 1Y
- 17.57%
- 3Y*
- 15.82%
- 5Y*
- 10.30%
- 10Y*
- 9.49%
XLUI
- 1D
- 0.71%
- 1M
- 1.13%
- YTD
- 8.84%
- 6M
- 9.44%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JXI vs. XLUI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
JXI iShares Global Utilities ETF | 8.13% | 6.48% |
XLUI State Street Utilities Select Sector SPDR Premium Income ETF | 8.84% | 0.27% |
Correlation
The correlation between JXI and XLUI is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | 0.85 |
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Return for Risk
JXI vs. XLUI — Risk / Return Rank
JXI
XLUI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
JXI vs. XLUI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Utilities ETF (JXI) and State Street Utilities Select Sector SPDR Premium Income ETF (XLUI). 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 | XLUI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.24 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.18 | — | — |
| Martin ratioReturn relative to average drawdown | 6.28 | — | — |
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Drawdowns
JXI vs. XLUI - Drawdown Comparison
The maximum JXI drawdown since its inception was -50.23%, which is greater than XLUI's maximum drawdown of -6.01%. Use the drawdown chart below to compare losses from any high point for JXI and XLUI.
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Drawdown Indicators
| JXI | XLUI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.23% | -6.01% | -44.22% |
Max Drawdown (1Y)Largest decline over 1 year | -8.09% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -16.29% | — | — |
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 | -4.87% | -1.11% | -3.76% |
Average DrawdownAverage peak-to-trough decline | -12.80% | -1.98% | -10.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | — | — |
Volatility
JXI vs. XLUI - Volatility Comparison
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Volatility by Period
| JXI | XLUI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.59% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.99% | 11.17% | +1.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.38% | 11.17% | +4.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 11.17% | +5.81% |
JXI vs. XLUI - Expense Ratio Comparison
JXI has a 0.46% expense ratio, which is higher than XLUI's 0.35% expense ratio.
Dividends
JXI vs. XLUI - Dividend Comparison
JXI's dividend yield for the trailing twelve months is around 2.44%, less than XLUI's 12.35% 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% |
XLUI State Street Utilities Select Sector SPDR Premium Income ETF | 12.35% | 7.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
JXI and XLUI have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XLUI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLUI is cheaper with a 0.35% expense ratio, compared with 0.46% for JXI.
XLUI has the higher dividend yield at 12.35%, compared with 2.44% for JXI.
They also come from different issuers: iShares and State Street. Their fees differ too: 0.46% for JXI and 0.35% for XLUI.
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