Compare · 2 funds side by side · dividends reinvested

JXI and XLU

JXIiShares×XLUSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,556JXI · best of the two

02 / 04

JXI and XLU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Utilities ETFSectors · Utilities0.37%2.47%+6.6%+6.1%+19.1%+9.2%−12.9%13.7%$347M1.3

State Street Utilities Select Sector SPDR ETFSectors · Utilities0.08%2.79%+3.8%+0.2%+17.4%+8.4%−16.1%15.7%$24.3B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: JXI 2006 · XLU 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Utilities ETF · $347M$15,556

JXI

XLU

State Street Utilities Select Sector SPDR ETF · $24.3B$14,983

$10,000 five years ago, dividends reinvested · they hold 61.5% in common

JXIMeasureXLU

+6.6%Year to dateJan 1 → Nov 3+3.8%

+6.1%1 yearTotal return+0.2%

+19.1%3 years · per year$10,000 became $16,914 · $16,171+17.4%

+9.2%5 years · per year$10,000 became $15,556 · $14,983+8.4%

0.37%Expense ratio$37 · $8 a year on $10k · lower is better0.08%

2.47%Trailing 12-mo yield$247 · $279 a year on $10k2.79%

−12.9%Worst dropSmaller is better−16.1%

13.7%VolatilityLower is calmer15.7%

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

6–2JXI wins

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

More Ways to See the Pairs

JXI vs XLU: Top 5 Holdings

Today

JXI

27.8%in top 5

XLU

in top 539.4%

JXIStockXLU

7.9%NEE12.6%

4.9%SO7.9%

4.5%DUK7.2%

6.7%IBE.MCnot top 5

3.9%CEG6.4%

not top 5AEP5.2%

Held in common61.5%

End-of-day Nov 3, 2026 · share of each fund

JXI vs XLU Returns, Every Period

iSharesJXI

+9.2%

5 years, per year

XLUSPDR

+8.4%

5 years, per year

JXIXLUFaded: behind in that period

4–0JXI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

JXI vs XLU

YTD

iSharesJXI

+6.6%

XLUSPDR

+3.8%

+6.6%Year to date+3.8%

−12.9%Worst drop · 1Y−16.1%

13.7%Volatility · 1Y15.7%

2.5%Yield2.8%

$347MAssets$24.3B

3–1JXI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JXI, XLU

Today

0.08%lowest, XLU

FundExpense ratioFee$10k

XLU0.08%$8

JXI0.37%$37

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JXI, XLU

2.79%highest, XLU

FundTrailing yieldYield$10k

XLU2.79%$279

JXI2.47%$247

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$271most kept, XLU

XLU$279 − $8 = $271

JXI$247 − $37 = $210

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JXI, XLU

Today

61.5%most shared, JXI and XLU

JXIXLU

JXI—61.5%

XLU61.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+6.1%JXI, at 13.7% volatility

JXIWorst drop−12.9%13.7% vol

XLUWorst drop−16.1%15.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XLUJXI

+3.8%Year to date+6.6%

2.8%Yield2.5%

+0.2%Past year+6.1%

0.08%Fee0.37%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026