KXI vs. EXI

Last updated Jun 23, 2026

KXI (iShares Global Consumer Staples ETF) and EXI (iShares Global Industrials ETF) are both exchange-traded funds - KXI is a Consumer Staples Equities fund tracking the S&P Global Consumer Staples Index, while EXI is a Industrials Equities fund tracking the S&P Global 1200 / Industrials -SEC. Both are passively managed. Over the past 10 years, KXI returned 5.87%/yr vs 13.30%/yr for EXI. A 0.67 correlation means they provide meaningful diversification when combined. KXI charges 0.46%/yr vs 0.43%/yr for EXI.

Performance

KXI vs. EXI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Consumer Staples ETF (KXI) and iShares Global Industrials ETF (EXI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, KXI achieves a 4.11% return, which is significantly lower than EXI's 14.80% return. Over the past 10 years, KXI has underperformed EXI with an annualized return of 5.87%, while EXI has yielded a comparatively higher 13.30% annualized return.

KXI

• 1D: -0.66%
• 1M: -2.49%
• YTD: 4.11%
• 6M: 4.27%
• 1Y: 4.90%
• 3Y*: 5.83%
• 5Y*: 4.35%
• 10Y*: 5.87%

EXI

• 1D: 0.59%
• 1M: 4.27%
• YTD: 14.80%
• 6M: 14.21%
• 1Y: 27.99%
• 3Y*: 21.35%
• 5Y*: 12.62%
• 10Y*: 13.30%

*Multi-year figures are annualized to reflect compound growth (CAGR)

KXI vs. EXI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
KXI iShares Global Consumer Staples ETF	4.11%	9.68%	4.20%	2.41%	-6.02%	13.71%	7.69%	23.40%	-10.71%	17.60%
EXI iShares Global Industrials ETF	14.80%	25.88%	12.47%	22.04%	-12.36%	17.37%	11.33%	27.13%	-14.41%	25.16%

Correlation

The correlation between KXI and EXI is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.22
Correlation (3Y) Calculated over the trailing 3-year period	0.39
Correlation (5Y) Calculated over the trailing 5-year period	0.53
Correlation (10Y) Calculated over the trailing 10-year period	0.57
Correlation (All Time) Calculated using the full available price history since Sep 27, 2006	0.67

Over the past year, the correlation between KXI and EXI has dropped to 0.22 - well below their long-term average of 0.67, suggesting their price drivers have been diverging.

KXI vs. EXI - Sectors Allocation Comparison

Sectors	KXI	EXI
Consumer Defensive	97.0%	0.1%
Consumer Cyclical	3.0%	0.2%
Basic Materials	-	0.2%
Communication Services	-	1.1%
Energy	-	-
Financial Services	-	0.1%
Healthcare	-	-
Industrials	-	94.4%
Real Estate	-	-
Technology	-	4.0%
Utilities	-	2.6%

Return for Risk

KXI vs. EXI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KXI

KXI Risk / Return Rank: 13
KXI Sharpe Ratio Rank: 14
KXI Sortino Ratio Rank: 13
KXI Omega Ratio Rank: 13
KXI Calmar Ratio Rank: 14
KXI Martin Ratio Rank: 13

EXI

EXI Risk / Return Rank: 51
EXI Sharpe Ratio Rank: 51
EXI Sortino Ratio Rank: 52
EXI Omega Ratio Rank: 50
EXI Calmar Ratio Rank: 47
EXI Martin Ratio Rank: 54

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KXI vs. EXI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Consumer Staples ETF (KXI) and iShares Global Industrials ETF (EXI). 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.

	KXI	EXI	Difference
Sharpe ratio: Return per unit of total volatility	0.41	1.70	-1.29
Sortino ratio: Return per unit of downside risk	0.65	2.47	-1.81
Omega ratio: Gain probability vs. loss probability	1.08	1.31	-0.23
Calmar ratio: Return relative to maximum drawdown	0.48	2.28	-1.80
Martin ratio: Return relative to average drawdown	1.01	9.05	-8.04

KXI vs. EXI - Sharpe Ratio Comparison

The current KXI Sharpe Ratio is 0.41, which is lower than the EXI Sharpe Ratio of 1.70. The chart below compares the historical Sharpe Ratios of KXI and EXI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

KXI vs. EXI - Drawdown Comparison

The maximum KXI drawdown since its inception was -42.27%, smaller than the maximum EXI drawdown of -62.60%. Use the drawdown chart below to compare losses from any high point for KXI and EXI.

Drawdown Indicators

	KXI	EXI	Difference
Max Drawdown Largest peak-to-trough decline	-42.27%	-62.60%	+20.33%
Max Drawdown (1Y) Largest decline over 1 year	-10.24%	-12.35%	+2.11%
Max Drawdown (3Y) Largest decline over 3 years	-11.92%	-14.38%	+2.46%
Max Drawdown (5Y) Largest decline over 5 years	-17.45%	-27.23%	+9.78%
Max Drawdown (10Y) Largest decline over 10 years	-24.59%	-39.56%	+14.97%
Current Drawdown Current decline from peak	-8.50%	0.00%	-8.50%
Average Drawdown Average peak-to-trough decline	-5.37%	-9.95%	+4.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.85%	3.10%	+1.75%

Volatility

KXI vs. EXI - Volatility Comparison

The current volatility for iShares Global Consumer Staples ETF (KXI) is 4.27%, while iShares Global Industrials ETF (EXI) has a volatility of 5.48%. This indicates that KXI experiences smaller price fluctuations and is considered to be less risky than EXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	KXI	EXI	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.27%	5.48%	-1.21%
Volatility (6M) Calculated over the trailing 6-month period	9.74%	14.00%	-4.26%
Volatility (1Y) Calculated over the trailing 1-year period	12.06%	16.60%	-4.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.49%	17.09%	-4.60%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.76%	18.45%	-4.69%

KXI vs. EXI - Expense Ratio Comparison

KXI has a 0.46% expense ratio, which is higher than EXI's 0.43% expense ratio.

Dividends

KXI vs. EXI - Dividend Comparison

KXI's dividend yield for the trailing twelve months is around 2.41%, more than EXI's 1.06% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EXI iShares Global Industrials ETF	1.06%	1.32%	1.47%	1.84%	1.63%	1.42%	1.26%	1.72%	2.21%	1.48%	1.75%	1.95%
KXI iShares Global Consumer Staples ETF	2.41%	2.29%	2.51%	2.99%	1.98%	2.26%	2.34%	2.17%	2.97%	2.17%	2.34%	2.20%

Frequently Asked Questions

Can I hold both KXI and EXI in my portfolio?

KXI and EXI have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, KXI or EXI?

EXI has higher volatility (5.48%) compared to KXI (4.27%). In terms of maximum drawdown, KXI dropped -42.27% vs EXI's -62.60%.

Which ETF is better, KXI or EXI?

On 10-year performance, EXI leads with 13.30% vs 5.87% for KXI. On fees, EXI is cheaper at 0.43% per year. On volatility, KXI has been the lower-risk option at 4.27%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, KXI or EXI?

Over the 10-year period, EXI has performed better with a 13.30% return vs 5.87%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, KXI or EXI?

EXI is cheaper with a 0.43% expense ratio, compared with 0.46% for KXI.

Which ETF pays a higher dividend yield, KXI or EXI?

KXI has the higher dividend yield at 2.41%, compared with 1.06% for EXI.

What is the main difference between KXI and EXI?

KXI is categorized as Consumer Staples Equities, while EXI is Industrials Equities. KXI tracks S&P Global Consumer Staples Index, while EXI tracks S&P Global 1200 / Industrials -SEC. Their fees differ too: 0.46% for KXI and 0.43% for EXI.

Which has better risk-adjusted returns?

EXI currently has the higher Sharpe Ratio (1.70 vs 0.41), 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.