Non-U.s. Utility Company Exchange Traded Funds

Utility companies provide services so basic thatThe SPDR S&P International Utilities Sector EFT:
we tend to take them for granted: electricity,IPU tracks the S&P Developed Ex-U.S. BMI Utilities
natural gas, and water. It's only a slightSector Index. This index specifically excludes U.S.
exaggeration to write that civilization as we knowutility companies. Its number of holdings is
it in the modern world depends on them.sixty-one. IPU's expense ratio is 0.50%.
People in the developed world outside the UnitedIts top holdings are E.On Ag (Germany), Gdf Suez
States also need large quantities of energy and(France), Iberdrola Sa (Spain), Rwe Ag
clean water. And just as in the U.S., utility(Germany), Enel Spa (Italy), Tokyo Electric Power
companies are making lots of money by providingCompany Inc, National Grid PLC (United Kingdom),
those services. Demand for them may go downCentrica PLC (United Kingdom), Kansai Electric
during bad economic times, but it will never stopPower (Japan), and Scottish & Southern Energy
as long as people remain alive.(United Kingdom).
Many experts believe that in the near futureThere is obviously a huge overlap with JXI's top
electricity will be a resource more in demand thanholdings. The only difference is that the two U.S.
oil. Building new coal and nuclear power plants is autilities held by JXI have been replaced by a
top priority in China.company in Japan and one in the UK.
Now ordinary U.S. investors can simply and easilyIPU's top holdings by country are Japan, Germany,
profit from investing in utility companies outsideUnited Kingdom, France, Spain, Italy, Hong Kong,
the United States.Canada, Australia, Portugal, Finland, Austria, New
The S&P Global Utilities Sector Index Fund: JXIZealand, and Switzerland.
tracks the S&P Global Utilities Index. Because it isTherefore there's no need to buy shares in both
a "global" fund, it includes U.S. utility companies.of these exchange traded funds. If you're also
About 38% of its seventy-six holdings are locatedbuying shares in a U.S. only ETF, then IPU is the
in the U.S. Its expense ratio is 0.48%.obvious choice. If you buy JXI you'll get a 38%
Its top companies are E.On Ag (Germany), Gdfoverlap.
Suez (France), Rwe Ag (Germany), Iberdrola SaHowever, if you'd prefer to buy only one utility
(Spain), Enel Spa (Italy), Exelon Corporation,exchange traded fund, JXI gives you exposure to
Tokyo Electric Power Company Inc, Southernthe entire world.
Company, National Grid PLC (United Kingdom), andThe ETF sites don't say this, but you must
Centrica PLC (United Kingdom).assume that some of these utilities own and
At 38%, U.S. utilities are the largest single countryoperate nuclear power plants. For many years
held by JXI. The U.S. is followed by Germany,France has generated a large percentage of its
France, Japan, The United Kingdom, Spain, Italy,electricity from nuclear sources. This is also true
Hong Kong, Brazil, and Chile.of other European countries.
The last three countries are developingSo long as humanity needs electricity to survive
economies, not developed. Including them givesand thrive, utility companies will remain a secure
investors the opportunity to profit from theinvestment.
greater growth potential of the developing world.