IAGG vs JIRE

Comparison between ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF) and JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF).

IAGG vs JIRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAGG(ETF)	JIRE(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.07%	0.24%
Max Drawdown	15.86%	16.11%
Sharpe Ratio	-0.66	1.17
5Y Beta	0.04	0.74
5Y Dividends CAGR	36.14%	N/A

Net Assets

IAGG

$11B

JIRE

$11B

Expense Ratio

Winner

IAGG

0.07%

JIRE

0.24%

Max Drawdown

Winner

IAGG

15.86%

JIRE

16.11%

Sharpe Ratio

IAGG

-0.66

Winner

JIRE

1.17

5Y Beta

Winner

IAGG

0.04

JIRE

0.74

5Y Dividends CAGR

IAGG

36.14%

JIRE

N/A

IAGG vs JIRE - Historical Returns

Returns include dividend reinvestment.

Period	IAGG	JIRE
1 month	-0.18%	+3.34%
3 months	+0.63%	+5.88%
6 months	+0.39%	+4.99%
1 year	+2.02%	+23.81%
5 years(CAGR)	+0.85%	+17.65%
10 years(CAGR)	+1.91%	N/A
Max(CAGR)	+2.46%	+17.65%

IAGG

-0.18%

Winner

JIRE

+3.34%

IAGG

+0.63%

Winner

JIRE

+5.88%

IAGG

+0.39%

Winner

JIRE

+4.99%

IAGG

+2.02%

Winner

JIRE

+23.81%

5Y(CAGR)

IAGG

+0.85%

Winner

JIRE

+17.65%

10Y(CAGR)

IAGG

+1.91%

JIRE

N/A

Max(CAGR)

IAGG

+2.46%

Winner

JIRE

+17.65%

IAGG vs JIRE - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	IAGG	JIRE
2026	+1.13%	+12.55%
2025	+3.18%	+32.39%
2024	+4.89%	+4.20%
2023	+7.70%	+19.03%
2022	-10.50%	+5.72%
2021	-1.82%	N/A
2020	+4.29%	N/A
2019	+7.93%	N/A
2018	+3.24%	N/A
2017	+2.38%	N/A
2016	+4.91%	N/A
2015	-0.09%	N/A

IAGG vs JIRE Drawdown Comparison

The maximum drawdown for IAGG was -13.88%, occurring on Oct 14, 2022. Recovery took 1027 trading sessions.

The maximum drawdown for JIRE was -16.11%, occurring on Sep 27, 2022. Recovery took 76 trading sessions.

The current IAGG drawdown is -0.70%. The current JIRE drawdown is -0.42%.

Rank	IAGG	JIRE
#1	-13.88% Dec 31, 2020 - Feb 4, 2025	-16.11% Aug 12, 2022 - Nov 30, 2022
#2	-5.93% Mar 9, 2020 - Jul 30, 2020	-13.61% Mar 19, 2025 - Apr 28, 2025
#3	-3.93% Sep 7, 2016 - Oct 31, 2017	-11.77% Feb 25, 2026 - Jun 22, 2026
#4	-3.70% Dec 8, 2017 - Dec 18, 2018	-11.08% Jul 28, 2023 - Dec 13, 2023
#5	-2.32% Feb 27, 2026 - Mar 27, 2026	-10.57% Sep 26, 2024 - Mar 5, 2025
#6	-2.07% Aug 28, 2019 - Jan 29, 2020	-7.63% Jul 12, 2024 - Aug 23, 2024
#7	-1.67% Feb 28, 2025 - Apr 16, 2025	-7.02% Feb 1, 2023 - Apr 3, 2023
#8	-1.04% Dec 2, 2015 - Jan 14, 2016	-5.67% Nov 12, 2025 - Dec 11, 2025
#9	-0.94% Aug 4, 2020 - Sep 29, 2020	-5.18% Jun 24, 2022 - Jul 27, 2022
#10	-0.85% Apr 30, 2025 - May 30, 2025	-4.79% Mar 27, 2024 - May 9, 2024
#11	-0.83% Apr 5, 2016 - May 11, 2016	-4.63% Jul 23, 2025 - Aug 15, 2025
#12	-0.80% Jun 16, 2016 - Jun 27, 2016	-4.26% Aug 30, 2024 - Sep 26, 2024
#13	-0.75% Jul 3, 2019 - Jul 18, 2019	-4.08% Jun 15, 2023 - Jul 13, 2023
#14	-0.73% Feb 5, 2025 - Feb 28, 2025	-3.92% Apr 24, 2023 - Jun 13, 2023
#15	-0.71% Mar 28, 2019 - Apr 30, 2019	-3.64% Jun 6, 2024 - Jul 12, 2024

Correlation

Correlation between IAGG and JIRE is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2015 - 2026)

IAGG vs JIRE dividend yield comparison.

Year	IAGG	JIRE
2026	1.43%	0.00%
2025	3.08%	2.99%
2024	4.28%	3.03%
2023	3.55%	2.74%
2022	2.27%	2.62%
2021	1.16%	0.00%
2020	1.95%	0.00%
2019	2.82%	0.00%
2018	3.02%	0.00%
2017	1.74%	0.00%
2016	1.56%	0.00%
2015	0.13%	0.00%