JXI vs XLU

AJXI

BXLU

Measures won4–2JXI wins · of 6 · 5Y

$10,000 · 5Y$15,556JXI · XLU $14,983

Lowest cost0.08%XLU · $8 on $10k

Most income2.79%XLU · $279 on $10k

Smallest drop−12.9%JXI · worst fall in 1Y

Held in common61.5%JXI and XLU

JXI

XLU

iShares Global Utilities ETF · $347MState Street Utilities Select Sector SPDR ETF · $24.3B

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

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

0.37%Expense ratio$37 · $8 on $10k · lower wins0.08%

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

−12.9%Worst dropSmaller wins−16.1%

13.7%VolatilityLower wins15.7%

4–2JXI wins

$10,000 · 5 yearsOne scale

Shared top holdingsJXI · XLU

7.9%NEE12.6%

4.9%SO7.9%

4.5%DUK7.2%

3.9%CEG6.4%

Held in common61.5%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AJXI	iShares Global Utilities ETFRead Desk		0.37%	2.47%	−0.6%	+6.6%	+6.1%	+19.1%	+9.2%	−12.9%	$347M
2	BXLU	State Street Utilities Select Sector SPDR ETFRead Desk		0.08%	2.79%	−0.6%	+3.8%	+0.2%	+17.4%	+8.4%	−16.1%	$24.3B

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

Both

5Y2 funds

#			Trend
1	AJXI	iShares Global Utilities ETFRead Desk		0.37%	2.47%	−0.6%	+6.6%	+6.1%	+19.1%	+9.2%	−12.9%	$347M
2	BXLU	State Street Utilities Select Sector SPDR ETFRead Desk		0.08%	2.79%	−0.6%	+3.8%	+0.2%	+17.4%	+8.4%	−16.1%	$24.3B

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

Cards for this view

JXI vs XLU

JXI

iShares Global Utilities

$15,556

XLU

Utilities Select Sector SPDR

$14,983

MeasureJXIXLU

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield2.47%2.79%

5 years, per year+9.2%+8.4%

3 years, per year+19.1%+17.4%

Worst drop · 1Y−12.9%−16.1%

Volatility · 1Y13.7%15.7%

4–2measures won
JXI first

61.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

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

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