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XLU vs JXI
State Street Utilities Select Sector SPDR ETF vs iShares Global Utilities ETF
Key differences
- XLU costs 0.31% less per year.
- XLU is significantly larger than JXI — larger funds tend to be more liquid and less likely to close.
- XLU covers north america markets; JXI covers global.
- Over the last 3 years, JXI has delivered higher annualized returns.
- XLU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLU | JXI | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.39% |
| Fund size (AUM) | $24.1B | $337M |
| Since | 1998 | 2006 |
| Dividend yield | 2.54% | 2.27% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +14.8% | +20.5% |
| CAGR 3Y | +14.4% | +15.7% |
| CAGR 5Y | +10.1% | +9.9% |
| Sharpe 3Y | 0.69 | 0.84 |
| Volatility 1Y | 14.32% | 12.73% |
| Max drawdown | -36.07% | -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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