IBB vs JGRO

Comparison between ISHARES BIOTECHNOLOGY ETF (IBB, ETF) and JPMORGAN ACTIVE GROWTH ETF (JGRO, ETF).

IBB vs JGRO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBB(ETF)	JGRO(ETF)
Net Assets	$8.10B	$8.20B
Expense Ratio	0.44%	0.44%
Max Drawdown	62.85%	22.70%
Sharpe Ratio	1.66	1.34
5Y Beta	0.80	1.17
P/E Ratio	-240.05	36.74
Forward P/E	17.67	26.49
5Y Dividends CAGR	10.38%	N/A
5Y EPS CAGR	24.54%	32.43%
Debt to Equity	99.91%	N/A
P/S Ratio	7.06	4.10
P/B Ratio	4.64	9.92

Net Assets

IBB

$8.10B

Winner

JGRO

$8.20B

Expense Ratio

IBB

0.44%

JGRO

0.44%

Max Drawdown

IBB

62.85%

Winner

JGRO

22.70%

Sharpe Ratio

Winner

IBB

1.66

JGRO

1.34

5Y Beta

Winner

IBB

0.80

JGRO

1.17

P/E Ratio

Winner

IBB

-240.05

JGRO

36.74

Forward P/E

Winner

IBB

17.67

JGRO

26.49

5Y Dividends CAGR

IBB

10.38%

JGRO

N/A

5Y EPS CAGR

IBB

24.54%

Winner

JGRO

32.43%

Debt to Equity

IBB

99.91%

JGRO

N/A

P/S Ratio

IBB

7.06

Winner

JGRO

4.10

P/B Ratio

Winner

IBB

4.64

JGRO

9.92

IBB vs JGRO - Holdings Comparison

IBB and JGRO have 9 common holdings. Overlap is 4.65%

IBB's top 25 holdings weight is 68.66%. JGRO's top 25 holdings weight is 68.04%.

Rank	IBB	JGRO
#1	GILEAD SCIENCES INC (GILD) - 9.71%	NVIDIA CORP (NVDA) - 11.28%
#2	VERTEX PHARMACEUTICALS INC (VRTX) - 9.05%	APPLE INC (AAPL) - 8.11%
#3	AMGEN INC (AMGN) - 8.92%	ALPHABET INC CLASS C (GOOG) - 7.27%
#4	REGENERON PHARMACEUTICALS INC (REGN) - 6.89%	MICROSOFT CORP (MSFT) - 5.09%
#5	ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.72%	BROADCOM INC (AVGO) - 4.59%
#6	INSMED INC (INSM) - 2.73%	META PLATFORMS INC CLASS A (META) - 3.53%
#7	ARGENX SE ADR (ARGX) - 2.56%	AMAZON.COM INC (AMZN) - 3.51%
#8	BIOGEN INC (BIIB) - 2.41%	TESLA INC (TSLA) - 3.15%
#9	NATERA INC (NTRA) - 2.33%	JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.37%
#10	UNITED THERAPEUTICS CORP (UTHR) - 2.00%	MASTERCARD INC CLASS A (MA) - 1.75%
#11	BEONE MEDICINES LTD ADR (ONC) - 1.88%	ELI LILLY AND CO (LLY) - 1.65%
#12	MODERNA INC (MRNA) - 1.66%	THE GOLDMAN SACHS GROUP INC (GS) - 1.56%
#13	INCYTE CORP (INCY) - 1.62%	WALMART INC (WMT) - 1.37%
#14	ILLUMINA INC (ILMN) - 1.59%	JOHNSON & JOHNSON (JNJ) - 1.33%
#15	REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.47%	n/a (TSM) - 1.26%
#16	GENMAB AS ADR (GMAB) - 1.17%	CIENA CORP (CIEN) - 1.18%
#17	NEUROCRINE BIOSCIENCES INC (NBIX) - 1.13%	GE VERNOVA INC (GEV) - 1.17%
#18	ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.10%	INSMED INC (INSM) - 1.12%
#19	BRIDGEBIO PHARMA INC (BBIO) - 1.05%	QUANTA SERVICES INC (PWR) - 1.07%
#20	IONIS PHARMACEUTICALS INC (IONS) - 1.03%	GILEAD SCIENCES INC (GILD) - 1.04%
#21	BIOMARIN PHARMACEUTICAL INC (BMRN) - 0.98%	3M CO (MMM) - 0.99%
#22	ASCENDIS PHARMA AS ADR (ASND) - 0.96%	PHILIP MORRIS INTERNATIONAL INC (PM) - 0.93%
#23	EXELIXIS INC (EXEL) - 0.96%	RTX CORP (RTX) - 0.92%
#24	MEDPACE HOLDINGS INC (MEDP) - 0.92%	NETFLIX INC (NFLX) - 0.91%
#25	MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.82%	NATERA INC (NTRA) - 0.89%
Total Holdings	258	120

IBB vs JGRO - Historical Returns

Returns include dividend reinvestment.

Period	IBB	JGRO
1 month	-1.12%	+9.43%
3 months	-2.47%	+6.61%
6 months	+7.94%	+3.76%
1 year	+42.93%	+25.81%
5 years(CAGR)	+2.84%	N/A
10 years(CAGR)	+7.17%	N/A
Max(CAGR)	+6.71%	+19.70%

IBB

-1.12%

Winner

JGRO

+9.43%

IBB

-2.47%

Winner

JGRO

+6.61%

Winner

IBB

+7.94%

JGRO

+3.76%

Winner

IBB

+42.93%

JGRO

+25.81%

5Y(CAGR)

IBB

+2.84%

JGRO

N/A

10Y(CAGR)

IBB

+7.17%

JGRO

N/A

Max(CAGR)

IBB

+6.71%

Winner

JGRO

+19.70%

IBB vs JGRO - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IBB	JGRO
2026	+0.63%	+4.00%
2025	+27.31%	+14.51%
2024	-3.98%	+34.94%
2023	+4.76%	+38.76%
2022	-13.55%	-10.03%
2021	+1.62%	N/A
2020	+26.66%	N/A
2019	+24.04%	N/A
2018	-11.66%	N/A
2017	+18.90%	N/A
2016	-18.66%	N/A
2015	+10.47%	N/A
2014	+33.81%	N/A
2013	+60.40%	N/A
2012	+30.91%	N/A
2011	+10.68%	N/A
2010	+13.15%	N/A
2009	+13.54%	N/A
2008	-11.83%	N/A
2007	+4.68%	N/A
2006	-0.82%	N/A
2005	+3.75%	N/A
2004	+3.40%	N/A
2003	+41.11%	N/A
2002	-44.49%	N/A
2001	-12.03%	N/A

IBB vs JGRO Drawdown Comparison

The maximum drawdown for IBB was -62.85%, occurring on Jul 10, 2002. Recovery took 2488 trading sessions.

The maximum drawdown for JGRO was -22.70%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.

The current IBB drawdown is -4.26%. The current JGRO drawdown is -1.17%.

Rank	IBB	JGRO
#1	-62.85% Jun 5, 2001 - Apr 27, 2011	-22.70% Jan 23, 2025 - Jun 27, 2025
#2	-39.82% Aug 9, 2021 - Jan 7, 2026	-17.88% Aug 16, 2022 - May 26, 2023
#3	-39.24% Jul 20, 2015 - May 11, 2020	-16.44% Oct 29, 2025 - Mar 30, 2026
#4	-34.69% Feb 12, 2001 - May 22, 2001	-13.21% Jul 10, 2024 - Oct 11, 2024
#5	-22.65% Jul 8, 2011 - Jan 10, 2012	-11.56% Jul 18, 2023 - Nov 20, 2023
#6	-21.18% Feb 25, 2014 - Aug 26, 2014	-7.53% Mar 22, 2024 - May 15, 2024
#7	-15.26% Feb 8, 2021 - Aug 5, 2021	-5.03% Dec 16, 2024 - Jan 22, 2025
#8	-12.98% Jul 20, 2020 - Dec 3, 2020	-3.41% Dec 28, 2023 - Jan 10, 2024
#9	-12.75% Oct 5, 2012 - Feb 1, 2013	-3.31% Oct 8, 2025 - Oct 24, 2025
#10	-9.81% May 14, 2013 - Jul 11, 2013	-3.03% Oct 29, 2024 - Nov 6, 2024
#11	-9.63% Jan 22, 2026 - Mar 27, 2026	-2.99% Nov 12, 2024 - Dec 2, 2024
#12	-9.25% Apr 23, 2015 - Jun 11, 2015	-2.66% Jun 15, 2023 - Jun 30, 2023
#13	-9.02% Oct 1, 2013 - Nov 21, 2013	-2.65% Aug 12, 2025 - Sep 8, 2025
#14	-8.60% Sep 24, 2014 - Oct 23, 2014	-2.48% Feb 9, 2024 - Feb 22, 2024
#15	-7.55% Mar 20, 2015 - Apr 23, 2015	-2.31% Jan 29, 2024 - Feb 2, 2024

Correlation

Correlation between IBB and JGRO is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2007 - 2026)

IBB vs JGRO dividend yield comparison.

Year	IBB	JGRO
2026	0.07%	0.00%
2025	0.23%	0.16%
2024	0.29%	0.10%
2023	0.26%	0.17%
2022	0.31%	0.16%
2021	0.21%	0.00%
2020	0.21%	0.00%
2019	0.33%	0.00%
2018	0.20%	0.00%
2017	0.30%	0.00%
2016	0.19%	0.00%
2015	0.03%	0.00%
2014	0.15%	0.00%
2013	0.03%	0.00%
2012	0.48%	0.00%
2011	0.01%	0.00%
2010	0.55%	0.00%
2008	0.25%	0.00%
2007	0.11%	0.00%