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JXI vs IDU
iShares Global Utilities ETF vs iShares U.S. Utilities ETF
Key differences
- IDU is significantly larger than JXI — larger funds tend to be more liquid and less likely to close.
- JXI covers global markets; IDU covers north america.
- Over the last 3 years, JXI has delivered higher annualized returns.
- IDU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JXI | IDU | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.38% |
| Fund size (AUM) | $337M | $1.6B |
| Since | 2006 | 2000 |
| Dividend yield | 2.27% | 2.10% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +20.5% | +12.2% |
| CAGR 3Y | +15.7% | +14.4% |
| CAGR 5Y | +9.9% | +9.8% |
| Sharpe 3Y | 0.84 | 0.73 |
| Volatility 1Y | 12.73% | 13.61% |
| Max drawdown | -34.20% | -36.18% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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