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JXI vs FUTY

iShares Global Utilities ETF vs Fidelity MSCI Utilities Index ETF

JXI

iShares Global Utilities ETF

iShares

Annual cost

0.39%

Fund size

$337M

FUTY

Fidelity MSCI Utilities Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.5B

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.
  • JXI covers global markets; FUTY covers north america.
  • 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

JXIFUTY
Annual cost (TER)0.39%0.08%
Fund size (AUM)$337M$2.5B
Since20062013
Dividend yield2.27%2.45%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.5%+15.0%
CAGR 3Y+15.7%+14.3%
CAGR 5Y+9.9%+9.8%
Sharpe 3Y0.840.70
Volatility 1Y12.73%14.07%
Max drawdown-34.20%-36.44%

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

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