JXI vs SPY

AJXI

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,337SPY · JXI $15,816

Lowest cost0.09%SPY · $9 on $10k

Most income2.44%JXI · $244 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common2.1%JXI and SPY

iShares Global Utilities ETF · $353MState Street SPDR S&P 500 ETF · $806B

+18.0%3 years · per year$16,445 · $17,968+21.6%

+9.6%5 years · per year$15,816 · $17,337+11.6%

0.37%Expense ratio$37 · $9 on $10k · lower wins0.09%

2.44%12-mo yield$244 · $100 on $10k1.00%

End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
2	AJXI	iShares Global Utilities ETFRead Desk		0.37%	2.44%	+0.1%	+8.2%	+6.4%	+18.0%	+9.6%	−12.9%	$353M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
2	AJXI	iShares Global Utilities ETFRead Desk		0.37%	2.44%	+0.1%	+8.2%	+6.4%	+18.0%	+9.6%	−12.9%	$353M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JXI

iShares Global Utilities

$15,816

SPY

SPDR S&P 500

$17,337

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