Compare · 2 funds side by side · dividends reinvested

JXI and VPU

JXIiShares×VPUVanguard×

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 VPU, 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%$352M1.3

Vanguard Utilities ETFSectors · Utilities0.09%2.76%+3.9%+0.2%+17.4%+8.5%−15.6%15.3%$7.7B1.8

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 · VPU 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

JXI

VPU

Vanguard Utilities ETF · $7.7B$15,013

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

JXIMeasureVPU

+8.3%Year to dateJan 1 → Nov 4+3.9%

+7.8%1 yearTotal return+0.2%

+19.3%3 years · per year$10,000 became $16,972 · $16,162+17.4%

+9.6%5 years · per year$10,000 became $15,795 · $15,013+8.5%

0.37%Expense ratio$37 · $9 a year on $10k · lower is better0.09%

2.43%Trailing 12-mo yield$243 · $276 a year on $10k2.76%

−12.9%Worst dropSmaller is better−15.6%

13.7%VolatilityLower is calmer15.3%

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

6–2JXI 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 VPU: Top 5 Holdings

Today

JXI

27.9%in top 5

VPU

in top 534.9%

JXIStockVPU

7.9%NEE11.4%

4.9%SO6.7%

6.7%IBE.MCnot top 5

4.5%DUK6.4%

3.9%CEG5.7%

not top 5AEP4.7%

Held in common61.6%

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

JXI vs VPU Returns, Every Period

iSharesJXI

+9.6%

5 years, per year

VPUVanguard

+8.5%

5 years, per year

JXIVPUFaded: behind in that period

4–0JXI wins

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

JXI vs VPU

YTD

iSharesJXI

+8.3%

VPUVanguard

+3.9%

+8.3%Year to date+3.9%

−12.9%Worst drop · 1Y−15.6%

13.7%Volatility · 1Y15.3%

2.4%Yield2.8%

$352MAssets$7.7B

3–1JXI wins

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

Cost, Income and Risk

Fees: JXI, VPU

Today

0.09%lowest, VPU

FundExpense ratioFee$10k

VPU0.09%$9

JXI0.37%$37

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

Yields: JXI, VPU

2.76%highest, VPU

FundTrailing yieldYield$10k

VPU2.76%$276

JXI2.43%$243

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

Income After Fees on $10,000

$267most kept, VPU

VPU$276 − $9 = $267

JXI$243 − $37 = $206

KeptFee

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

Overlap: JXI, VPU

Today

61.6%most shared, JXI and VPU

JXIVPU

JXI—61.6%

VPU61.6%—

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

VPUWorst drop−15.6%15.3% vol

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

Paid More vs Made More

YTD

VPUJXI

+3.9%Year to date+8.3%

2.8%Yield2.4%

+0.2%Past year+7.8%

0.09%Fee0.37%

2–2level

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