JXI vs SPYM

AJXI

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,277SPYM · JXI $15,829

Lowest cost0.02%SPYM · $2 on $10k

Most income2.42%JXI · $242 on $10k

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

Held in common2.1%JXI and SPYM

iShares Global Utilities ETF · $356MState Street SPDR Portfolio S&P 500 ETF · $186B

+18.6%3 years · per year$16,685 · $17,930+21.5%

+9.6%5 years · per year$15,829 · $17,277+11.6%

0.37%Expense ratio$37 · $2 on $10k · lower wins0.02%

2.42%12-mo yield$242 · $103 on $10k1.03%

End-of-day Nov 13, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	−0.4%	+11.5%	+11.6%	+21.5%	+11.6%	−8.9%	$185.8B
2	AJXI	iShares Global Utilities ETFRead Desk		0.37%	2.42%	+0.7%	+9.0%	+6.4%	+18.6%	+9.6%	−12.9%	$356M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	−0.4%	+11.5%	+11.6%	+21.5%	+11.6%	−8.9%	$185.8B
2	AJXI	iShares Global Utilities ETFRead Desk		0.37%	2.42%	+0.7%	+9.0%	+6.4%	+18.6%	+9.6%	−12.9%	$356M

End-of-day Nov 13, 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

$15,829

SPYM

SPDR Portfolio S&P 500

$17,277

Loading…