JXI vs VOO
iShares Global Utilities ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | JXI | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.37% | 0.03% | |
| AUM | $308M | $997.4B | |
| Dividend Yield | 2.43% | 1.08% | |
| Holdings | 83 | 509 | |
| YTD Return | +5.73% | +12.25% | |
| 1Y Return | +10.93% | +20.92% | |
| 3Y Return (annualized) | +16.78% | +21.79% | |
| 5Y Return (annualized) | +8.34% | +13.05% | |
| Volatility (annualized) | 14.5% | 14.1% | |
| Max Drawdown | -52.9% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 12, 2006 | Sep 7, 2010 |
JXI vs VOO Performance
iShares Global Utilities ETF (JXI) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JXI returned +10.93% while VOO returned +20.92%. Year to date, JXI is up 5.73% versus a gain of 12.25% for VOO.
Over three years, JXI compounded at +16.78% per year against +21.79% for VOO; over five years the annualized figures are +8.34% and +13.05% respectively. Across the full 16-year window we track, VOO has the edge at +13.45% annualized vs +3.38%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JXI has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -52.9% for JXI and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JXI charges 0.37% per year while VOO charges 0.03%. On a $10,000 position that is $37 vs $3 annually, a gap of $34 per year that compounds over a long holding period. On income, JXI currently yields 2.43% against 1.08% for VOO.
Holdings Overlap
JXI and VOO share 31 holdings out of 540 unique holdings combined, representing a 2.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JXI or VOO?
JXI has an expense ratio of 0.37% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $34 per year of difference.
Which performed better, JXI or VOO?
Over the past year JXI returned +10.93% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), JXI annualized +3.38% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, JXI or VOO?
JXI has been the more volatile fund at 14.5% annualized versus 14.1% for VOO. Worst drawdown: JXI -52.9% vs VOO -34.3%.
Should I hold both JXI and VOO?
JXI and VOO have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JXI and VOO?
JXI and VOO share 31 common holdings with a 2.2% weight overlap. Combined, they hold 540 unique securities.
Which pays a higher dividend, JXI or VOO?
JXI yields 2.43% while VOO yields 1.08%, so JXI currently pays the higher dividend yield.
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