KXI vs. RXI
Compare and contrast key facts about iShares Global Consumer Staples ETF (KXI) and iShares Global Consumer Discretionary ETF (RXI).
KXI and RXI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. KXI is a passively managed fund by iShares that tracks the performance of the S&P Global Consumer Staples Index. It was launched on Sep 21, 2006. RXI is a passively managed fund by iShares that tracks the performance of the S&P Global Consumer Discretionary Index. It was launched on Sep 21, 2006. Both KXI and RXI 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
KXI vs. RXI - Performance Comparison
Loading graphics...
KXI vs. RXI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KXI iShares Global Consumer Staples ETF | 3.73% | 9.68% | 4.20% | 2.41% | -6.02% | 13.71% | 7.69% | 23.40% | -10.71% | 17.60% |
RXI iShares Global Consumer Discretionary ETF | -8.47% | 13.16% | 17.26% | 27.57% | -29.08% | 16.32% | 24.46% | 26.78% | -6.30% | 22.94% |
Returns By Period
In the year-to-date period, KXI achieves a 3.73% return, which is significantly higher than RXI's -8.47% return. Over the past 10 years, KXI has underperformed RXI with an annualized return of 5.73%, while RXI has yielded a comparatively higher 9.21% annualized return.
KXI
- 1D
- 0.07%
- 1M
- -7.18%
- YTD
- 3.73%
- 6M
- 5.87%
- 1Y
- 6.85%
- 3Y*
- 5.33%
- 5Y*
- 5.36%
- 10Y*
- 5.73%
RXI
- 1D
- 0.76%
- 1M
- -6.75%
- YTD
- -8.47%
- 6M
- -9.10%
- 1Y
- 6.92%
- 3Y*
- 10.37%
- 5Y*
- 3.85%
- 10Y*
- 9.21%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
KXI vs. RXI - Expense Ratio Comparison
Both KXI and RXI have an expense ratio of 0.46%.
Return for Risk
KXI vs. RXI — Risk / Return Rank
KXI
RXI
KXI vs. RXI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Consumer Staples ETF (KXI) and iShares Global Consumer Discretionary ETF (RXI). 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.
| KXI | RXI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.33 | +0.19 |
Sortino ratioReturn per unit of downside risk | 0.83 | 0.65 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.08 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 0.49 | +0.20 |
Martin ratioReturn relative to average drawdown | 2.00 | 1.73 | +0.26 |
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
| KXI | RXI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.33 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.19 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.46 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.39 | +0.10 |
Correlation
The correlation between KXI and RXI is 0.64, 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
KXI vs. RXI - Dividend Comparison
KXI's dividend yield for the trailing twelve months is around 2.21%, more than RXI's 1.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KXI iShares Global Consumer Staples ETF | 2.21% | 2.29% | 2.51% | 2.99% | 1.98% | 2.26% | 2.34% | 2.17% | 2.97% | 2.17% | 2.34% | 2.20% |
RXI iShares Global Consumer Discretionary ETF | 1.70% | 1.55% | 1.07% | 1.00% | 1.00% | 0.89% | 0.65% | 1.48% | 1.73% | 1.26% | 1.77% | 1.17% |
Drawdowns
KXI vs. RXI - Drawdown Comparison
The maximum KXI drawdown since its inception was -42.27%, smaller than the maximum RXI drawdown of -60.36%. Use the drawdown chart below to compare losses from any high point for KXI and RXI.
Loading graphics...
Drawdown Indicators
| KXI | RXI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.27% | -60.36% | +18.09% |
Max Drawdown (1Y)Largest decline over 1 year | -10.24% | -15.17% | +4.93% |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | -35.78% | +18.33% |
Max Drawdown (10Y)Largest decline over 10 years | -24.59% | -35.78% | +11.19% |
Current DrawdownCurrent decline from peak | -8.84% | -12.03% | +3.19% |
Average DrawdownAverage peak-to-trough decline | -5.35% | -10.56% | +5.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 4.31% | -0.76% |
Volatility
KXI vs. RXI - Volatility Comparison
The current volatility for iShares Global Consumer Staples ETF (KXI) is 4.15%, while iShares Global Consumer Discretionary ETF (RXI) has a volatility of 6.83%. This indicates that KXI experiences smaller price fluctuations and is considered to be less risky than RXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| KXI | RXI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.15% | 6.83% | -2.68% |
Volatility (6M)Calculated over the trailing 6-month period | 8.55% | 11.83% | -3.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 20.82% | -7.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.29% | 20.79% | -8.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.69% | 20.04% | -6.35% |