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Upturn AI SWOT - About
iShares Global Utilities ETF (JXI)
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Upturn Advisory Summary
08/12/2025: JXI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 11.73% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/12/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.78 | 52 Weeks Range 58.03 - 73.69 | Updated Date 06/29/2025 |
52 Weeks Range 58.03 - 73.69 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Global Utilities ETF
ETF Overview
Overview
The iShares Global Utilities ETF (JXI) seeks to track the investment results of an index composed of global equities in the utilities sector. It provides exposure to companies that provide electricity, gas, and water to homes and businesses, offering a potentially defensive investment option.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation for providing reliable and well-managed ETFs.
Management Expertise
BlackRock has extensive experience and expertise in managing sector-specific ETFs, with a dedicated team focused on utilities and infrastructure investments.
Investment Objective
Goal
To track the investment results of an index composed of global equities in the utilities sector.
Investment Approach and Strategy
Strategy: The ETF tracks the S&P Global 100 Utilities Index, a market-capitalization-weighted index.
Composition The ETF primarily holds stocks of companies in the utilities sector, including electric, gas, and water utilities.
Market Position
Market Share: JXI's market share within the global utilities ETF segment is notable, but the exact figure fluctuates based on AUM and competitor performance.
Total Net Assets (AUM): 425266536
Competitors
Key Competitors
- VPU
- IDU
- FXU
- UTG
Competitive Landscape
The global utilities ETF market is moderately competitive, with JXI competing against other ETFs offering similar exposure. JXI's advantage lies in its global diversification. Competitors with a US focus may offer lower expense ratios but lack the international exposure.
Financial Performance
Historical Performance: Historical performance data for JXI needs to be sourced from financial data providers for various time periods (e.g., 1-year, 3-year, 5-year, 10-year).
Benchmark Comparison: The ETF's performance should be compared against the S&P Global 100 Utilities Index to assess tracking accuracy.
Expense Ratio: 0.43
Liquidity
Average Trading Volume
JXI's average trading volume is moderately high, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for JXI is generally tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates and inflation, sector growth prospects driven by infrastructure investments, and regulatory changes in the utilities sector affect JXI.
Growth Trajectory
Growth trends depend on global infrastructure development, increasing demand for utilities in emerging markets, and adoption of renewable energy technologies within the utilities sector, with no changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
JXI's competitive advantage lies in its global diversification, providing exposure to utilities companies worldwide, which can reduce geographic concentration risk. BlackRock's established brand and distribution network also contribute to JXI's competitiveness. The ETF tracks a well-known and respected index, the S&P Global 100 Utilities Index. This allows for a reliable investment in utilities markets.
Risk Analysis
Volatility
JXI's volatility is generally moderate, consistent with the defensive nature of the utilities sector.
Market Risk
Specific risks include regulatory changes, interest rate sensitivity, and potential impacts from fluctuations in commodity prices, such as natural gas and oil.
Investor Profile
Ideal Investor Profile
JXI is suitable for investors seeking stable income, diversification through global utilities exposure, and a potentially defensive investment during economic downturns.
Market Risk
JXI is best for long-term investors seeking income and diversification, rather than active traders due to its relatively lower volatility.
Summary
The iShares Global Utilities ETF (JXI) offers exposure to global utilities companies, providing potential income and diversification benefits. BlackRock's management expertise and the ETF's tracking of the S&P Global 100 Utilities Index contribute to its reliability. It is suitable for long-term investors seeking a defensive investment. While it has global diversification benefits, one should also consider the risk associated with interest rates changes and regulatory changes in the utilities sector. The ETF competes with several other utilities-focused ETFs in terms of management fees, historical data, and historical performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Financial data providers (e.g., Bloomberg, Reuters)
- ETF.com
- Seeking Alpha
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market share data is estimated and may vary based on reporting sources.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Global Utilities ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
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