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ETFs

iShares Global Utilities ETF

JXI
$—
Today’s Change
— (—)

Snapshot
*

Inception Date
Sep 12, 2006
Expense Ratio
0.43%
Type
Global Equities
Fund Owner
Blackrock (iShares)
Volume (1m avg. daily)
$965,051
AUM
$135,189,608
Associated Index
S&P Global 1200 Utilities Sector Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

NEE
NextEra Energy Inc
9.43%
SO
Southern Company
5.21%
DUK
Duke Energy Corp.
4.95%
IBE
Iberdrola S.A.
4.47%
ENEL
Enel Spa
3.44%
NG.
National Grid Plc
3.2%
SRE
Sempra Energy
3.12%
AEP
American Electric Power Company Inc.
2.81%
EXC
Exelon Corp.
2.76%
D
Dominion Energy Inc
2.76%
Invest with JXI
Trade JXI Options

What is JXI?

The iShares S&P Global Utilities Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of the S&P Global Utilities Index.

1M
3M
6M
YTD
1Y
3Y
Max
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JXI
Performance Measures**

for the time period Sep 21, 2006 to Dec 16, 2025

Returns

1M Trailing Return: -2.8%

The percent change in the value over the most recent 1-month period.

3M Trailing Return: 5.2%

The percent change in the value over the most recent 3-month period.

Measures of Risk or Volatility

Max Drawdown: -50.2%

The greatest percent loss from peak to trough in value over the time period.

Standard Deviation: 19.0%

The typical amount that daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

Measures of Risk-Adjusted Performance

Sharpe Ratio: 0.40

The annualized arithmetic mean of the daily returns divided by the annualized standard deviation of the daily returns for the selected time period.

Calmar Ratio: 0.12

The annualized return divided by the max drawdown for the selected time period.

ETFs related toJXI

ETFs correlated to JXI include VPU, IDU, FUTY

JXI
BlackRock Institutional Trust Company N.A. - iShares Global Utilities ETF
VPU
Vanguard Group, Inc. - Vanguard Utilities ETF
IDU
BlackRock Institutional Trust Company N.A. - iShares U.S. Utilities ETF
FUTY
Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
UTSL
Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
XLU
SSgA Active Trust - Utilities Select Sector SPDR ETF
RSPU
Invesco Capital Management LLC - Invesco S&P 500 Equal Weight Utilities ETF
FXU
First Trust Exchange-Traded Fund III - First Trust Utilities AlphaDEX Fund
SPLV
Invesco Capital Management LLC - Invesco S&P 500 Low Volatility ETF
NFRA
FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
GII
SSgA Active Trust - SPDR S&P Global Infrastructure ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Trading Strategies
Related toJXI

Simon | KMLM switcher | Simon Shorts Ed. + MbM | (single pops)| BT 4/13/22

Category

Trend-following, RSI momentum, volatility hedging, leveraged ETFs, inverse ETFs, managed futures (KMLM), bonds/cash, tech/semis/small-cap/biotech, risk-on/off

OOS Cumulative Return

102.03%

Quarterly Rotator

Category

Multi-strategy, quarterly rotation, risk-on/risk-off, sector mean reversion, trend/momentum, leveraged ETFs, global sectors, managed futures, gold/commodities

OOS Cumulative Return

55.17%

Create your own algorithmic trading strategy with JXI using Composer

FAQ

JXI is a Global Equities ETF. The iShares S&P Global Utilities Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of the S&P Global Utilities Index.

JXI tracks the S&P Global 1200 Utilities Sector Index.

No, JXI is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, JXI is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on JXI is 0.0014%. This is the percent change in the value of JXI over the most recent 1-month period. The 3-month return on JXI is -0.0412%. This is the percent change in the value of JXI over the most recent 3-month period.

The standard deviation of JXI for the past year is 0.177%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to JXI include IXJ, SMH, and URA.

ETFs correlated to JXI include VPU, IDU, and FUTY.

ETFs that are inversely correlated to JXI include DRV, SRS, and SDOW.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.