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FUTY vs JXI

Fidelity MSCI Utilities Index ETF vs iShares Global Utilities ETF

FUTY

Fidelity MSCI Utilities Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.5B

JXI

iShares Global Utilities ETF

iShares

Annual cost

0.39%

Fund size

$337M

Key differences

  • FUTY costs 0.31% less per year.
  • FUTY is significantly larger than JXI — larger funds tend to be more liquid and less likely to close.
  • FUTY covers north america markets; JXI covers global.
  • Over the last 3 years, JXI has delivered higher annualized returns.
  • JXI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FUTYJXI
Annual cost (TER)0.08%0.39%
Fund size (AUM)$2.5B$337M
Since20132006
Dividend yield2.45%2.27%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+15.0%+20.5%
CAGR 3Y+14.3%+15.7%
CAGR 5Y+9.8%+9.9%
Sharpe 3Y0.700.84
Volatility 1Y14.07%12.73%
Max drawdown-36.44%-34.20%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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