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PHO vs JXI
Invesco Water Resources ETF vs iShares Global Utilities ETF
Key differences
- JXI costs 0.20% less per year.
- PHO is significantly larger than JXI — larger funds tend to be more liquid and less likely to close.
- PHO covers north america markets; JXI covers global.
- Over the last 3 years, JXI has delivered higher annualized returns.
Side-by-side comparison
| PHO | JXI | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.39% |
| Fund size (AUM) | $2.1B | $337M |
| Since | 2005 | 2006 |
| Dividend yield | 0.56% | 2.27% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | -1.6% | +19.8% |
| CAGR 3Y | +7.9% | +15.7% |
| CAGR 5Y | +5.6% | +9.8% |
| Sharpe 3Y | 0.33 | 0.84 |
| Volatility 1Y | 15.23% | 12.69% |
| Max drawdown | -34.92% | -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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