iShares Global Utilities ETF

iShares Global Utilities ETF

About

iShares Global Utilities ETF (US4642887115) is a US-listed equity ETF tracking the S&P Global 1200 Utilities (Sector) Capped Index (USD) (Net). With a expense ratio of 0.39%, it is moderately priced, paying distributions. The fund holds 100 positions across 15 regions with 320M in assets, with heavy concentration — 62% in United States, 99% in Utilities.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jun 22, 2026
Component Score Details
Cost (30%) 7.9 Tracking Difference: 10.0 · TD Consistency: — · Expense Ratio: 2.9
Liquidity (25%) 6.9 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker JXI
ISIN
Fund Size $320.2M
Issuer iShares
Distribution Pays Distributions
Replication Physical
Inception Sep 2006
Base Currency USD
Index S&P Global 1200 Utilities (Sector) Capped Index (USD) (Net)
Asset Class Equities
Category Equity Sector

Costs

7.9
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.39%

Cumulative Returns

Performance across different time periods.
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month
3 Months
6 Months
1 Year +17.26%
3 Years +15.94%
5 Years +9.48%
10 Years +9.31%
YTD +6.99%
Since Inception +6.24%

Holdings

This fund invests into 100 individual investments.
#1
NextEra Energy Inc
8.03%
#2
Iberdrola SA
6.59%
#3
Southern Co/The
4.66%
#4
Duke Energy Corp
4.29%
#5
Enel SpA
3.91%
#6
Constellation Energy Corp
3.89%
#7
National Grid PLC
3.55%
#8
American Electric Power Co Inc
3.08%
#9
Dominion Energy Inc
2.67%
#10
Sempra
2.64%
View all holdings (50)
# Holding Ticker Weight
1 NextEra Energy Inc NEE 802.95%
2 Iberdrola SA IBE 659.28%
3 Southern Co/The SO 465.80%
4 Duke Energy Corp DUK 428.92%
5 Enel SpA ENEL 391.39%
6 Constellation Energy Corp CEG 388.87%
7 National Grid PLC NG. 354.53%
8 American Electric Power Co Inc AEP 308.38%
9 Dominion Energy Inc D 267.34%
10 Sempra SRE 263.58%
11 Engie SA ENGI 253.79%
12 Vistra Corp VST 230.62%
13 Entergy Corp ETR 226.07%
14 Xcel Energy Inc XEL 214.73%
15 Exelon Corp EXC 207.97%
16 E.ON SE EOAN 203.82%
17 RWE AG RWE 188.00%
18 Public Service Enterprise Group Inc PEG 176.90%
19 Consolidated Edison Inc ED 174.17%
20 SSE PLC SSE 165.65%
21 WEC Energy Group Inc WEC 162.02%
22 PG&E Corp PCG 161.30%
23 DTE Energy Co DTE 136.47%
24 Ameren Corp AEE 133.75%
25 Fortis Inc/Canada FTS 126.51%
26 NRG Energy Inc NRG 126.26%
27 Atmos Energy Corp ATO 126.22%
28 CenterPoint Energy Inc CNP 124.49%
29 Veolia Environnement SA VIE 123.01%
30 Edison International EIX 122.57%
31 PPL Corp PPL 117.93%
32 Eversource Energy ES 116.27%
33 American Water Works Co Inc AWK 108.70%
34 FirstEnergy Corp FE 107.54%
35 CMS Energy Corp CMS 100.77%
36 NiSource Inc NI 100.71%
37 Evergy Inc EVRG 84.58%
38 Alliant Energy Corp LNT 83.96%
39 BROOKFIELD INFRASTRUCTURE PARTNERS BIP.UN 74.74%
40 Terna - Rete Elettrica Nazionale TRN 73.78%
41 Naturgy Energy Group SA NTGY 70.55%
42 Emera Inc EMA 70.27%
43 EDP SA EDP 67.81%
44 Snam SpA SRG 67.47%
45 Kansai Electric Power Co Inc/The 9503 65.37%
46 Endesa SA ELE 60.20%
47 Chubu Electric Power Co Inc 9502 59.02%
48 Osaka Gas Co Ltd 9532 58.93%
49 Origin Energy Ltd ORG 57.34%
50 United Utilities Group PLC UU. 56.42%

Sectors

Allocation by industry sector.
 
Sector Weight
Utilities 9867.00%
Unknown 133.00%

Regions

Geographic allocation by country of risk.
 
Country Weight
United States 6171.00%
Spain 833.00%
United Kingdom 668.00%
Italy 533.00%
Germany 392.00%
France 377.00%
Canada 253.00%
Japan 232.00%
UNKNOWN 131.00%
Brazil 106.00%
Australia 100.00%
Portugal 68.00%
Denmark 47.00%
Finland 44.00%
Austria 24.00%
Colombia 21.00%
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