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JXI
+3.67 · +4.73%
$81.23 · NYSE ARCA

iShares Global Utilities ETF (JXI) ETF Analysis | Utilities

iShares · United States
AUM:$306.3M
#– of – in Utilities ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 35.4% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.43% — moderate cost. Consider how fees compound over long holding periods.

What is JXI?

The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
JXI delivered 35.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.43%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 36.0% of the ETF — a moderate level of name concentration.
ETF Information
AUM$306.3M
Expense Ratio0.43%
Dividend Yield2.47%
Holdings39
Inception DateSept 2006
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta0.76
CategoryUtilities
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-8.7%
1Y
+9.5%
3Y
+51.4%
5Y
+48.0%
OpenBook InsightIf you had invested £10,000 in JXI 5 years ago, it would have grown to £14,801 — a gain of £4,801.

Annual Returns

Calendar year performance

JXI delivered positive returns in 4 of the last 5 calendar years.
YearJXI
2026 YTD+2.6%
2025+25.0%
2024+12.7%
2023+0.7%
2022-3.8%
CAGR 4yr+8.1%
4/5 positive yearsAvg return: +7.5%Worst year: -3.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
11.4%
Low
Momentum
-3.5%
30-day change
Support Level
81.51
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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