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JXI vs PSCU

iShares Global Utilities ETF

JXIBNYSE Arca

Invesco S&P SmallCap Utilities & Communication Services ETF

PSCUCNasdaq

Overlap

Expense ratio

PSCU −0.08pt a year

JXI0.37%PSCU0.29%

Avg volume · 30D

JXI 36.0×the volume

JXI62.9KPSCU1.75K

10Y return · a year

JXI +4.2pt

JXI+9.3%PSCU+5.1%

JXI vs PSCU Performance

Oct 29, 2021 – Oct 30, 2026

+56.1%JXI−1.6%PSCU

Oct 29, 2021 to Oct 30, 2026. JXI +56.1%. PSCU −1.6%. Use the arrow keys to read each point.−20%20%40%Oct 2021Apr 2024Oct 2026
Expense ratio
JXI 0.37%
PSCU 0.29%, better
Fund size
JXI $348M
PSCU $17M
1Y total return
JXI +6.3%, better
PSCU +2.5%
Yield (12M)
JXI 2.47%, better
PSCU 0.85%
Holdings
JXI 79
PSCU 37
Avg volume (30D)
JXI 62.9K sh, better
PSCU 1.75K sh
NAV per share
JXI $82.90
PSCU $60.63
52W range

ETF.net Grade

JXI: Cost 41, Risk 78, Mission 88, Tradability 34, Holdings 69, Durability 53. PSCU: Cost 57, Risk 42, Mission not scored, Tradability 20, Holdings 56, Durability 47.
Pillar letters and Scores for JXI, PSCU, with each pillar’s weight
PillarJXIPSCU
Cost30% weightC41B57Higher
Mission25% weightA88Not scored
Risk15% weightA78HigherC42
Tradability15% weightD34HigherF20
Holdings10% weightB69HigherB56
Durability5% weightC53HigherC47

Rank among Utilities (Broad) funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. JXI and PSCU are both graded against the same 10 Utilities (Broad) funds, so their Grades compare head to head.

Utilities (Broad)⁠

Category · 10 funds
See all 10 ›

JXI ranks 4th and PSCU 7th of 10 funds in the Utilities (Broad) Category.

  1. Rank 1AFUTYFidelity MSCI Utilities Index ETFScore 75
  2. Rank 1AXLUState Street Utilities Select Sector SPDR ETFScore 75
  3. Rank 3BVPUVanguard Utilities ETFScore 66
  4. Rank 4BJXIiShares Global Utilities ETFScore 60
  5. Rank 5BIDUiShares U.S. Utilities ETFScore 59
  6. Rank 6CRSPUInvesco S&P 500 Equal Weight Utilities ETFScore 54
  7. Rank 7CPSCUInvesco S&P SmallCap Utilities & Communication Services ETFScore 45
  8. Rank 8CFXUFirst Trust Utilities AlphaDEX FundScore 41

Our read on each fund

ETF.net Research

JXIBiShares Global Utilities ETF

PSCUCInvesco S&P SmallCap Utilities & Communication Services ETF

In short

JXI Almost every utilities ETF stops at the US border. JXI doesn't: it holds the utilities slice of the S&P Global 1200, so overseas power, gas and water operators sit alongside the American names. Running since 2006.

PSCU Most utilities ETFs are a parking lot for mega-cap power giants. PSCU goes small instead: an index of roughly 40 small-cap US utility and communication-services companies, at a below-median fee.

Stated mandate

JXI The Fund seeks to track an index representing global equities in the utilities sector.

PSCU The fund tracks an index measuring the performance of securities from US utility companies and communication-services companies.

Why people hold it

  • JXI The passport is the point: its index is the utilities cut of the S&P Global 1200, large-cap power, gas and water worldwide. Cohort rivals XLU, VPU and FUTY stay inside the US.sec.gov
  • Capped by design. Issuers above 5% of the index are held to 25% in aggregate, so two or three giants can't swallow a roughly 60-stock portfolio.sec.gov
  • No mystery in the mandate: a plain global utilities benchmark since 2006, with the index and its capping rules spelled out in iShares' filings.sec.gov
  • PSCU Charges 0.29% a year, under the 0.37% median for broad utilities funds.
  • Rare mandate: small-cap US utilities plus communication services in one index, a corner the big sector funds barely reach.
  • Live since 2010 as a plain 1940 Act index fund. No leverage, no derivatives overlay, no swaps.
  • Pays distributions quarterly.

Worth knowing

  • JXI You pay for the border crossing. The 0.37% fee sits at the category median, but US-only peers XLU and FUTY charge 0.08% and VPU 0.09%.
  • Thinly traded next to the big US utility funds, so the bid-ask spread and your order type do more of the work.
  • Cash comes in lumps: distributions are paid on an annual or semiannual schedule rather than quarterly.
  • PSCU Thinly traded with a small asset base. Spreads and order size can cost more than the expense ratio.
  • Two sectors, small caps only, about 40 names. It can move very differently from mega-cap utility funds like XLU or VPU.
  • The cheapest broad utilities funds sit near 0.08%, so the small-cap tilt is what you are paying the extra for.

Full JXI profile⁠

Full PSCU profile⁠

JXI vs PSCU Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

JXI vs PSCU Cost

Overpaying JXI vs PSCU

$1,561

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • JXI 0.37%

    $7,513

  • PSCU 0.29%

    $5,952

$10,000
30 years

Cost over time

  • JXI 0.37%
  • PSCU 0.29%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2K$4K$6K$8K051015202530JXI $7,513PSCU $5,952

Year by year

YearJXIPSCUOverpaying
10$670$527$143
20$2,590$2,044$546
30$7,513$5,952$1,561

Expense ratio

  • 0.37%JXI
  • 0.29%PSCU, cheaper
  • Middle half of Utilities (Broad) funds
  • Median 0.33%

PSCU 5th cheapest of 10 funds

JXI 6th cheapest of 10 funds

JXI vs PSCU Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
JXI 2.47%, better
PSCU 0.85%
Payout (12M)
JXI $2.05
PSCU $0.51
Last payment
JXI $1.13
PSCU $0.14
Ex-dividend
JXI Jun 15, 2026
PSCU Sep 21, 2026
Paid on
JXI Jun 18, 2026
PSCU Sep 25, 2026
Frequency
JXI Twice a year
PSCU Quarterly

Distribution history

Per share, 2017 to 2026, same scale for both

JXITwice a year · 19 paymentsAll JXI payments⁠
One bar per payment. 19 payments from 2017 to 2026 YTD. Jun 20, 2017 $0.94; Dec 21, 2017 $0.85; Jun 19, 2018 $0.83; Dec 18, 2018 $0.72; Jun 17, 2019 $1.05; Dec 16, 2019 $0.96; Jun 15, 2020 $0.59; Dec 14, 2020 $1.01; Jun 10, 2021 $0.82; Dec 13, 2021 $0.98; Jun 9, 2022 $0.85; Dec 13, 2022 $1.04; Jun 7, 2023 $0.96; Dec 20, 2023 $1.14; Jun 11, 2024 $0.99; Dec 17, 2024 $0.95; Jun 16, 2025 $1.09; Dec 16, 2025 $0.92; Jun 15, 2026 $1.13. Use the arrow keys to read each point.$0$12017202020232026YTD
PSCUQuarterly · 37 paymentsAll PSCU payments⁠
One bar per payment. 37 payments from 2017 to 2026 YTD. Sep 18, 2017 $0.12; Dec 18, 2017 $0.86; Mar 19, 2018 $0.04; Jun 18, 2018 $0.35; Sep 24, 2018 $0.42; Dec 24, 2018 $0.35; Mar 18, 2019 $0.17; Jun 24, 2019 $0.30; Sep 23, 2019 $0.27; Dec 23, 2019 $0.56; Mar 23, 2020 $0.10; Jun 22, 2020 $0.19; Sep 21, 2020 $0.19; Dec 21, 2020 $0.17; Mar 22, 2021 $0.18; Jun 21, 2021 $0.11; Sep 20, 2021 $0.69; Dec 20, 2021 $0.85; Mar 21, 2022 $0.12; Jun 21, 2022 $0.27; Sep 19, 2022 $0.27; Dec 19, 2022 $0.26; Mar 20, 2023 $0.19; Jun 20, 2023 $0.02; Sep 18, 2023 $0.38; Dec 18, 2023 $0.27; Mar 18, 2024 $0.12; Jun 24, 2024 $0.01; Sep 23, 2024 $0.20; Dec 23, 2024 $0.25; Mar 24, 2025 $0.11; Jun 23, 2025 $0.03; Sep 22, 2025 $0.26; Dec 22, 2025 $0.23; Mar 23, 2026 $0.12; Jun 22, 2026 $0.03; Sep 21, 2026 $0.14. Use the arrow keys to read each point.$0$12017202020232026YTD

JXI vs PSCU Risk

Fall from peak · 5 years

  • JXI
  • PSCU
Oct 29, 2021 to Oct 30, 2026. Worst fall: PSCU −30.0% · Oct 2023. Use the arrow keys to read each point.−30%−20%−10%0%Oct 2021Apr 2024Oct 2026

Risk facts

VolatilityStd dev, 3 years
JXI 14.4%, betterPSCU 15.5%
Return per unit of riskSharpe ratio, 3 years
JXI 0.95, betterPSCU 0.34
Worst fallMax drawdown, 5 years
JXI −22.4%, betterPSCU −30.0%
Market sensitivityBeta, 5 years
JXI 0.50PSCU 0.64

Popular comparisons

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