XLUI vs. JXI

Last updated Aug 2, 2026

XLUI (State Street Utilities Select Sector SPDR Premium Income ETF) and JXI (iShares Global Utilities ETF) are both Utilities Equities funds. XLUI is actively managed, while JXI is passively managed. Over the past year, XLUI returned 8.36% vs 13.52% for JXI. Their correlation of 0.85 means they have usually moved in the same direction. XLUI charges 0.35%/yr vs 0.39%/yr for JXI.

Performance

XLUI vs. JXI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) and iShares Global Utilities ETF (JXI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with XLUI having a 8.22% return and JXI slightly lower at 7.87%.

XLUI

• 1D: -0.50%
• 1M: -1.79%
• 6M: 6.47%
• YTD: 8.22%
• 1Y: 8.36%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 8.49%

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%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
JXI iShares Global Utilities ETF	$1.04M	$1.55M	$2.20M
XLUI State Street Utilities Select Sector SPDR Premium Income ETF	$811.48K	$735.97K	$652.13K

XLUI vs. JXI - Yearly Performance Comparison

	2026 (YTD)	2025
XLUI State Street Utilities Select Sector SPDR Premium Income ETF	8.22%	0.27%
JXI iShares Global Utilities ETF	7.87%	6.48%

Correlation

The correlation between XLUI and JXI is 0.85, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.85
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025	0.85

The correlation between XLUI and JXI has been stable across timeframes, ranging from 0.85 to 0.85 - a consistent structural relationship.

Return for Risk

XLUI vs. JXI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

XLUI

XLUI Risk / Return Rank: 33
XLUI Sharpe Ratio Rank: 31
XLUI Sortino Ratio Rank: 28
XLUI Omega Ratio Rank: 29
XLUI Calmar Ratio Rank: 40
XLUI Martin Ratio Rank: 35

JXI

JXI Risk / Return Rank: 44
JXI Sharpe Ratio Rank: 44
JXI Sortino Ratio Rank: 41
JXI Omega Ratio Rank: 43
JXI Calmar Ratio Rank: 50
JXI Martin Ratio Rank: 43

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

XLUI vs. JXI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) and iShares Global Utilities ETF (JXI). 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.

	XLUI	JXI	Difference
Sharpe ratio: Return per unit of total volatility	0.75	1.10	-0.35
Sortino ratio: Return per unit of downside risk	1.06	1.53	-0.47
Omega ratio: Gain probability vs. loss probability	1.14	1.20	-0.06
Calmar ratio: Return relative to maximum drawdown	1.42	1.78	-0.36
Martin ratio: Return relative to average drawdown	3.39	4.74	-1.36

XLUI vs. JXI - Sharpe Ratio Comparison

The current XLUI Sharpe Ratio is 0.75, which is lower than the JXI Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of XLUI and JXI, 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

XLUI vs. JXI - Drawdown Comparison

The maximum XLUI drawdown since its inception was -6.01%, smaller than the maximum JXI drawdown of -50.23%. Use the drawdown chart below to compare losses from any high point for XLUI and JXI.

Drawdown Indicators

	XLUI	JXI	Difference
Max Drawdown Largest peak-to-trough decline	-6.01%	-50.23%	+44.22%
Max Drawdown (1Y) Largest decline over 1 year	-6.01%	-8.09%	+2.08%
Max Drawdown (3Y) Largest decline over 3 years	—	-12.16%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-22.45%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-34.20%	—
Current Drawdown Current decline from peak	-3.64%	-5.10%	+1.46%
Average Drawdown Average peak-to-trough decline	-1.87%	-12.75%	+10.88%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.51%	3.03%	-0.52%

Volatility

XLUI vs. JXI - Volatility Comparison

State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) and iShares Global Utilities ETF (JXI) have volatilities of 3.81% and 3.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	XLUI	JXI	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.81%	3.81%	0.00%
Volatility (6M) Calculated over the trailing 6-month period	8.94%	10.97%	-2.03%
Volatility (1Y) Calculated over the trailing 1-year period	11.32%	13.08%	-1.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.30%	15.42%	-4.12%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.30%	16.98%	-5.68%

XLUI vs. JXI - Expense Ratio Comparison

XLUI has a 0.35% expense ratio, which is lower than JXI's 0.39% expense ratio.

Dividends

XLUI vs. JXI - Dividend Comparison

XLUI's dividend yield for the trailing twelve months is around 14.00%, more than JXI's 2.44% 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	14.00%	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

Can I hold both XLUI and JXI in my portfolio?

XLUI and JXI 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.

Which is riskier, XLUI or JXI?

JXI has higher volatility (3.81%) compared to XLUI (3.81%). In terms of maximum drawdown, XLUI dropped -6.01% vs JXI's -50.23%.

Which ETF is better, XLUI or JXI?

On 1-year performance, JXI leads with 13.52% vs 8.36% for XLUI. On fees, XLUI is cheaper at 0.35% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, XLUI or JXI?

Over the 1-year period, JXI has performed better with a 13.52% return vs 8.36%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, XLUI or JXI?

XLUI is cheaper with a 0.35% expense ratio, compared with 0.39% for JXI.

Which ETF pays a higher dividend yield, XLUI or JXI?

XLUI has the higher dividend yield at 14.00%, compared with 2.44% for JXI.

What is the main difference between XLUI and JXI?

They also come from different issuers: State Street and iShares. Their fees differ too: 0.35% for XLUI and 0.39% for JXI.

Which has better risk-adjusted returns?

JXI currently has the higher Sharpe Ratio (1.10 vs 0.75), 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.