Screener
IXC vs JXI
iShares Global Energy ETF vs iShares Global Utilities ETF
Key differences
- IXC is significantly larger than JXI — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IXC has delivered higher annualized returns.
- IXC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IXC | JXI | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.39% |
| Fund size (AUM) | $2.8B | $337M |
| Since | 2001 | 2006 |
| Dividend yield | 2.72% | 2.27% |
| Asset class | equity | equity |
| Region | — | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +53.1% | +20.5% |
| CAGR 3Y | +19.7% | +15.7% |
| CAGR 5Y | +20.5% | +9.9% |
| Sharpe 3Y | 0.84 | 0.84 |
| Volatility 1Y | 18.44% | 12.73% |
| Max drawdown | -64.16% | -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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