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Upturn AI SWOT - About
iShares Global Utilities ETF (JXI)
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Upturn Advisory Summary
10/24/2025: 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 14.46% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 involved in providing electricity, gas, and water to their customers.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the world's largest asset managers with a strong reputation and extensive track record.
Management Expertise
BlackRock has a dedicated team of experienced professionals managing its ETFs, leveraging deep market knowledge and investment expertise.
Investment Objective
Goal
To track the investment results of an index composed of global equities in the utilities sector.
Investment Approach and Strategy
Strategy: Tracks a market-cap-weighted index of global utility companies.
Composition Primarily holds stocks of companies in the utilities sector, including those involved in electric power, gas distribution, water, and renewable energy.
Market Position
Market Share: JXI holds a significant market share in the global utilities ETF segment, although precise, real-time market share data fluctuates.
Total Net Assets (AUM): 291300000
Competitors
Key Competitors
- VPU
- IDU
- FXU
Competitive Landscape
The utilities ETF market is moderately competitive. JXI benefits from BlackRock's brand and global exposure, while competitors like VPU offer a more US-focused approach with lower expense ratios. JXI's global focus can be an advantage for investors seeking diversification, but its expense ratio is slightly higher than some competitors.
Financial Performance
Historical Performance: Historical performance data is readily available from financial websites. Review data from 1yr, 3yr, 5yr, and 10yr periods.
Benchmark Comparison: The ETF's performance should be compared to the S&P Global Utilities Index (its underlying benchmark) to assess tracking efficiency.
Expense Ratio: 0.43
Liquidity
Average Trading Volume
The average daily trading volume of JXI indicates moderate liquidity and ease of entry and exit.
Bid-Ask Spread
JXI's bid-ask spread is typically tight, reflecting reasonable liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, regulatory changes, and the demand for utilities (electricity, gas, water) influence JXI's performance.
Growth Trajectory
Growth trends reflect the stability of the utilities sector and increasing focus on renewable energy sources, with holdings and allocations adjusted based on market cap changes within the tracked index.
Moat and Competitive Advantages
Competitive Edge
JXI's competitive advantage stems from its global diversification within the utilities sector, providing exposure beyond the US market. BlackRock's strong brand recognition and ETF management expertise enhance its appeal. The ETF offers a straightforward way to access a basket of established utilities companies worldwide. However, it faces competition from lower-cost, US-focused alternatives. Investors benefit from the stability and dividend yields associated with the utilities sector.
Risk Analysis
Volatility
JXI's volatility is generally lower compared to broader market ETFs, reflecting the stable nature of the utilities sector.
Market Risk
Market risk includes exposure to global economic conditions, regulatory risks affecting utilities, currency fluctuations, and potential interest rate sensitivity.
Investor Profile
Ideal Investor Profile
Ideal for investors seeking stable income, dividend yields, and exposure to the global utilities sector as a defensive component of a diversified portfolio.
Market Risk
Best suited for long-term investors seeking income and stability, rather than short-term traders seeking rapid gains.
Summary
iShares Global Utilities ETF (JXI) offers diversified exposure to global utility companies, providing a stable income stream and potential capital appreciation. Managed by BlackRock, a reputable asset manager, JXI tracks a market-cap-weighted index, focusing on the established utility businesses. It's suitable for long-term investors seeking defensive exposure and dividend income. Although it has a global approach, it has to compete with cheaper domestic ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- SEC Filings
- Morningstar
- Bloomberg
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market data is subject to change.
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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