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IYJ vs JXI

iShares U.S. Industrials ETF vs iShares Global Utilities ETF

IYJ

iShares U.S. Industrials ETF

iShares

Annual cost

0.38%

Fund size

$2.0B

JXI

iShares Global Utilities ETF

iShares

Annual cost

0.39%

Fund size

$337M

Key differences

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

Side-by-side comparison

IYJJXI
Annual cost (TER)0.38%0.39%
Fund size (AUM)$2.0B$337M
Since20002006
Dividend yield0.77%2.27%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+17.3%+19.8%
CAGR 3Y+17.9%+15.7%
CAGR 5Y+8.8%+9.8%
Sharpe 3Y0.880.84
Volatility 1Y15.14%12.69%
Max drawdown-40.20%-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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