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PSCU vs JXI

Invesco S&P SmallCap Utilities & Communication Services ETF vs iShares Global Utilities ETF

PSCU

Invesco S&P SmallCap Utilities & Communication Services ETF

Invesco

Annual cost

0.29%

Fund size

$16M

JXI

iShares Global Utilities ETF

iShares

Annual cost

0.39%

Fund size

$337M

Key differences

  • PSCU costs 0.10% less per year.
  • JXI is significantly larger than PSCU — larger funds tend to be more liquid and less likely to close.
  • PSCU covers north america markets; JXI covers global.
  • Over the last 3 years, JXI has delivered higher annualized returns.

Side-by-side comparison

PSCUJXI
Annual cost (TER)0.29%0.39%
Fund size (AUM)$16M$337M
Since20102006
Dividend yield0.97%2.27%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+23.3%+20.5%
CAGR 3Y+8.3%+15.7%
CAGR 5Y+2.1%+9.9%
Sharpe 3Y0.340.84
Volatility 1Y15.86%12.73%
Max drawdown-29.97%-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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