JXI: Utilities Dashboard For November

This article provides a top-down analysis of the utilities sector, focusing on value and quality metrics. Water utilities are undervalued based on historical averages, while electricity/multi-utilities are moderately overvalued. The iShares Global Utilities ETF provides global diversification and value characteristics in the utilities sector with recent outperformance.

Seeking Alpha • Nov 17, 2025

JXI: Global Diversification At Lower Multiples For A Better Performance

I rate iShares Global Utilities ETF a buy, as utilities offer both defensive stability and growth from decarbonization and rising global energy demand. JXI stands out for its global diversification and lower company-specific risk compared to U.S.-focused peers like XLU and FUTY. Despite a higher expense ratio, JXI trades at lower valuation multiples and has outperformed peers over the last three years.

Seeking Alpha • Aug 11, 2025

Utilities ETF (JXI) Hits New 52-Week High

For investors seeking momentum, iShares Global Utilities ETF JXI is probably on the radar. The fund just hit a 52-week high and is up 22.04% from its 52-week low price of $59.63/share.

Zacks Investment Research • May 12, 2025

JXI: Utilities Dashboard For March

This article series reports subsector metrics in utilities, aiding top-down analysis and stock picking. Water utilities are undervalued by 12% based on 11-year averages, while electricity/multi-utilities are overvalued by 15%. JXI ETF offers global utilities exposure, but fees and underperformance make it uncompelling compared to a domestic benchmark.

Seeking Alpha • Mar 18, 2025

JXI: Weakest Performer Among Utilities Sector ETFs

JXI, the iShares Global Utilities ETF, underperforms peer ETFs and charges higher fees, making it less attractive for utility stock exposure. JXI's expense ratio is 0.41%, higher than competitors like FUTY and XLU, which offer better returns and liquidity. JXI's dividend yield is 2.88%, lower than its peers' 3%, further diminishing its appeal for income-focused investors.

Seeking Alpha • Mar 18, 2025

JXI: Utilities Dashboard For September

The utilities sector is moderately overvalued compared to 11-year averages, with gas utilities near baseline and other subsectors overvalued by 8%-12%. iShares Global Utilities ETF offers global utilities exposure and is more diversified than XLU, but with 66% U.S. assets and a significant concentration in top holdings. 10 utilities stocks cheaper than their peers in September.

Seeking Alpha • Sep 18, 2024

How AI fits into the future of utility stocks

The utilities sector (XLU) has remained nearly flat year-to-date when compared to the massive gains seen in other sectors in 2024, such as technology. Citi Equity Analyst Ryan Levine believes that the utilities sector's poor performance has gone on for too long, pointing to AI as "the real emerging story" that will "create a demand growth for the industry at large.

Yahoo Finance • Apr 9, 2024

Utilities Could Be Better Bets Than Bonds This Year

With the Fed and ECB set to lower rates later in 2024, big dividend-paying utilities could thrive.

Barrons • Apr 8, 2024

iShares Global Utilities ETF: Not Perfect, But Worth Considering

JXI's low beta and superior Sortino ratio validates its defensive profile. The IRA act should reflect well on this portfolio.

Seeking Alpha • Feb 23, 2023

7 Investments to FIRE Up a Fat Stash and Retire Early

Two years ago, I wrote about buying on the dip as an investment strategy for those in the FIRE movement. FIRE stands for Financial Independence, Retire Early, and involves a commitment to both cutting your daily expenses and an accelerated investment strategy.

InvestorPlace • Sep 23, 2022