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Upturn AI SWOT - About
iShares Global Utilities ETF (JXI)
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Upturn Advisory Summary
04/04/2025: 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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -13.04% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Volume (30-day avg) 21458 | Beta 0.76 | 52 Weeks Range 54.60 - 71.00 | Updated Date 04/6/2025 |
52 Weeks Range 54.60 - 71.00 | Updated Date 04/6/2025 |
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 offers exposure to companies that provide essential services, such as electricity, gas, and water. The ETF aims for long-term capital appreciation through investments in utility companies worldwide.
Reputation and Reliability
BlackRock is a leading global investment management firm with a strong reputation and extensive experience in managing ETFs.
Management Expertise
BlackRock has a dedicated team of investment professionals with expertise in sector-specific investing and ETF management.
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 employs a passive management strategy, seeking to replicate the performance of its underlying index, the S&P Global 1200 Utilities Sector Index.
Composition The ETF primarily holds stocks of utility companies across various countries, focusing on large- and mid-capitalization companies.
Market Position
Market Share: Insufficient data available to determine specific market share.
Total Net Assets (AUM): 43810000
Competitors
Key Competitors
- VPU
- IDU
- FXU
Competitive Landscape
The utilities ETF industry includes several competitors that offer similar exposure to utility companies. JXI provides global exposure, while competitors might focus on the US market. JXI's advantage lies in its global diversification, but it may have higher expense ratios or lower trading volume compared to larger, US-focused competitors.
Financial Performance
Historical Performance: Historical performance data is not included in this response, as that requires up to date market data
Benchmark Comparison: Benchmark comparison data is not included in this response, as that requires up to date market data
Expense Ratio: 0.46
Liquidity
Average Trading Volume
The ETF's average trading volume provides sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading the ETF, which is generally competitive.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, regulatory changes, and energy prices significantly impact the utilities sector and JXI's performance.
Growth Trajectory
The ETF's growth depends on the performance of global utility companies and investor demand for sector-specific exposure. Changes in strategy or holdings would be driven by index updates or regulatory considerations.
Moat and Competitive Advantages
Competitive Edge
JXI's competitive advantage lies in its global exposure to the utilities sector, providing diversification beyond the US market. It allows investors to tap into growth opportunities in emerging markets and developed economies. The ETF's affiliation with BlackRock, a well-established ETF provider, enhances its credibility and market presence. However, smaller AUM impacts average volume. This might be suitable for retail investors.
Risk Analysis
Volatility
JXI's volatility is correlated with the stability of the utilities sector and global market conditions.
Market Risk
The ETF is exposed to risks associated with utility companies, including regulatory changes, interest rate sensitivity, and commodity price fluctuations.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking income and long-term capital appreciation with a moderate risk tolerance, who are seeking diversification in global utilities.
Market Risk
JXI is suitable for long-term investors seeking sector-specific exposure and potential income, as well as passive index followers.
Summary
The iShares Global Utilities ETF (JXI) provides exposure to the global utilities sector, offering diversification and potential income. Its passive management strategy aims to replicate the performance of the S&P Global 1200 Utilities Sector Index. While JXI benefits from BlackRock's reputation, its smaller AUM may affect liquidity. It's suitable for long-term investors seeking sector-specific global exposure and has moderate risks associated with the utilities sector and global market conditions.
Similar Companies
FXU
First Trust Utilities AlphaDEX® Fund
FXU
First Trust Utilities AlphaDEX® Fund
IDU
iShares U.S. Utilities ETF
IDU
iShares U.S. Utilities ETF
VPU
Vanguard Utilities Index Fund ETF Shares
VPU
Vanguard Utilities Index Fund ETF Shares
XLU
Utilities Select Sector SPDR® Fund
XLU
Utilities Select Sector SPDR® Fund
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is dynamic and subject to change. Consult with a financial advisor before making any investment decisions.
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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