Compare · 2 funds side by side · dividends reinvested

JXI and IDU

JXIiShares×IDUiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,795JXI · best of the two

02 / 04

JXI and IDU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Utilities ETFSectors · Utilities0.37%2.43%+8.3%+7.8%+19.3%+9.6%−12.9%13.7%$352M1.0

iShares U.S. Utilities ETFSectors · Utilities0.37%2.31%+4.6%+2.0%+17.4%+8.7%−15.3%14.9%$1.4B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: JXI 2006 · IDU 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Utilities ETF · $352M$15,795

JXI

IDU

iShares U.S. Utilities ETF · $1.4B$15,157

$10,000 five years ago, dividends reinvested · they hold 61.6% in common

JXIMeasureIDU

+8.3%Year to dateJan 1 → Nov 4+4.6%

+7.8%1 yearTotal return+2.0%

+19.3%3 years · per year$10,000 became $16,972 · $16,185+17.4%

+9.6%5 years · per year$10,000 became $15,795 · $15,157+8.7%

0.37%Expense ratio$37 · $37 a year on $10k · lower is better0.37%

2.43%Trailing 12-mo yield$243 · $231 a year on $10k2.31%

−12.9%Worst dropSmaller is better−15.3%

13.7%VolatilityLower is calmer14.9%

JXIIDU Winner of the row, in its colourEach row: the bigger of the two fills its side

7–0JXI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JXI vs IDU: Top 5 Holdings

Today

JXI

27.9%in top 5

IDU

in top 534.4%

JXIStockIDU

7.9%NEE10.9%

6.7%IBE.MCnot top 5

4.9%SO6.7%

4.5%DUK6.1%

not top 5WM5.4%

3.9%CEG5.2%

Held in common61.6%

End-of-day Nov 4, 2026 · share of each fund

JXI vs IDU Returns, Every Period

iSharesJXI

+9.6%

5 years, per year

IDUiShares

+8.7%

5 years, per year

JXIIDUFaded: behind in that period

4–0JXI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

JXI vs IDU

YTD

iSharesJXI

+8.3%

IDUiShares

+4.6%

+8.3%Year to date+4.6%

−12.9%Worst drop · 1Y−15.3%

13.7%Volatility · 1Y14.9%

2.4%Yield2.3%

$352MAssets$1.4B

4–0JXI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JXI, IDU

Today

0.37%lowest, JXI

FundExpense ratioFee$10k

JXI0.37%$37

IDU0.37%$37

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JXI, IDU

2.43%highest, JXI

FundTrailing yieldYield$10k

JXI2.43%$243

IDU2.31%$231

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$206most kept, JXI

JXI$243 − $37 = $206

IDU$231 − $37 = $194

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JXI, IDU

Today

61.6%most shared, JXI and IDU

JXIIDU

JXI—61.6%

IDU61.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+7.8%JXI, at 13.7% volatility

JXIWorst drop−12.9%13.7% vol

IDUWorst drop−15.3%14.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JXIIDU

+8.3%Year to date+4.6%

2.4%Yield2.3%

+7.8%Past year+2.0%

0.37%Fee0.37%

3–0JXI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026