IGM vs JIRE
Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF).
IGM vs JIRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IGM
$11B
JIRE
$11B
Expense Ratio
IGM
0.39%
Winner
JIRE
0.24%
Max Drawdown
IGM
65.59%
Winner
JIRE
16.11%
Sharpe Ratio
Winner
IGM
1.72
JIRE
0.98
5Y Beta
IGM
1.42
Winner
JIRE
0.74
P/E Ratio
IGM
38.36
JIRE
N/A
Forward P/E
IGM
22.54
JIRE
N/A
5Y Dividends CAGR
IGM
6.80%
JIRE
N/A
5Y EPS CAGR
IGM
30.59%
JIRE
N/A
Debt to Equity
IGM
32.31%
JIRE
N/A
P/S Ratio
IGM
6.83
JIRE
N/A
P/B Ratio
IGM
8.49
JIRE
N/A
IGM vs JIRE - Holdings Comparison
IGM and JIRE have 1 common holdings. Overlap is 0.00%
IGM's top 25 holdings weight is 74.00%. JIRE's top 25 holdings weight is 33.37%.
| Rank | IGM | JIRE |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 8.49% | ASML HOLDING NV (n/a) - 3.71% |
| #2 | NVIDIA CORP (NVDA) - 7.61% | ASTRAZENECA PLC (AZN:XLON) - 1.92% |
| #3 | APPLE INC (AAPL) - 7.41% | SIEMENS AG (n/a) - 1.82% |
| #4 | MICROSOFT CORP (MSFT) - 7.17% | SHELL PLC (n/a) - 1.52% |
| #5 | MICRON TECHNOLOGY INC (MU) - 5.38% | HSBC HOLDINGS PLC (n/a) - 1.47% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 4.27% | INFINEON TECHNOLOGIES AG (n/a) - 1.44% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 3.84% | ALLIANZ SE (n/a) - 1.37% |
| #8 | ALPHABET INC CLASS C (GOOG) - 3.39% | NESTLE SA (n/a) - 1.36% |
| #9 | META PLATFORMS INC CLASS A (META) - 3.06% | BHP GROUP LTD (n/a) - 1.32% |
| #10 | INTEL CORP (INTC) - 2.37% | UNICREDIT SPA (n/a) - 1.28% |
| #11 | CISCO SYSTEMS INC (CSCO) - 2.21% | BANCO SANTANDER SA (n/a) - 1.24% |
| #12 | ORACLE CORP (ORCL) - 1.94% | SAFRAN SA (n/a) - 1.23% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.83% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.23% |
| #14 | n/a (PLTR) - 1.70% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.15% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.68% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.11% |
| #16 | NETFLIX INC (NFLX) - 1.67% | AIR LIQUIDE SA (n/a) - 1.09% |
| #17 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.38% | TOYOTA MOTOR CORP (n/a) - 1.09% |
| #18 | TEXAS INSTRUMENTS INC (TXN) - 1.23% | TOKYO ELECTRON LTD (n/a) - 1.09% |
| #19 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.20% | BARCLAYS PLC (n/a) - 1.07% |
| #20 | KLA CORP (KLAC) - 1.17% | HITACHI LTD (n/a) - 1.06% |
| #21 | QUALCOMM INC (QCOM) - 1.13% | RIO TINTO LTD (n/a) - 1.05% |
| #22 | PALO ALTO NETWORKS INC (PANW) - 1.12% | ATLAS COPCO AB CLASS A (n/a) - 1.00% |
| #23 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.93% | ENGIE SA (n/a) - 0.92% |
| #24 | ANALOG DEVICES INC (ADI) - 0.91% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.92% |
| #25 | SALESFORCE INC (CRM) - 0.91% | n/a (n/a) - 0.91% |
| Total Holdings | 292 | 215 |
IGM vs JIRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGM
+4.09%
JIRE
+2.01%
3M
Winner
IGM
+29.53%
JIRE
+7.33%
6M
Winner
IGM
+23.24%
JIRE
+10.69%
1Y
Winner
IGM
+48.57%
JIRE
+19.29%
5Y(CAGR)
IGM
+20.08%
JIRE
N/A
10Y(CAGR)
IGM
+24.59%
JIRE
N/A
Max(CAGR)
IGM
+12.63%
Winner
JIRE
+17.13%
IGM vs JIRE - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGM | JIRE |
|---|---|---|
| 2026 | +23.22% | +7.71% |
| 2025 | +26.55% | +32.39% |
| 2024 | +40.71% | +4.20% |
| 2023 | +60.79% | +19.03% |
| 2022 | -36.30% | +5.72% |
| 2021 | +27.74% | N/A |
| 2020 | +42.37% | N/A |
| 2019 | +40.83% | N/A |
| 2018 | +0.88% | N/A |
| 2017 | +36.21% | N/A |
| 2016 | +15.44% | N/A |
| 2015 | +9.72% | N/A |
| 2014 | +15.91% | N/A |
| 2013 | +30.12% | N/A |
| 2012 | +12.93% | N/A |
| 2011 | -2.46% | N/A |
| 2010 | +10.41% | N/A |
| 2009 | +56.01% | N/A |
| 2008 | -42.38% | N/A |
| 2007 | +15.95% | N/A |
| 2006 | +6.51% | N/A |
| 2005 | +2.73% | N/A |
| 2004 | +2.37% | N/A |
| 2003 | +46.02% | N/A |
| 2002 | -41.77% | N/A |
| 2001 | -4.99% | N/A |
IGM vs JIRE Drawdown Comparison
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The maximum drawdown for JIRE was -16.11%, occurring on Sep 27, 2022. Recovery took 76 trading sessions.
The current IGM drawdown is -6.80%. The current JIRE drawdown is -1.28%.
| Rank | IGM | JIRE |
|---|---|---|
| #1 | -65.59% May 22, 2001 - Feb 7, 2011 | -16.11% Aug 12, 2022 - Nov 30, 2022 |
| #2 | -40.68% Nov 19, 2021 - Dec 19, 2023 | -13.61% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -30.18% Feb 19, 2020 - Jun 5, 2020 | -11.77% Feb 25, 2026 - Mar 20, 2026 |
| #4 | -26.38% Feb 18, 2025 - Jun 24, 2025 | -11.08% Jul 28, 2023 - Dec 13, 2023 |
| #5 | -24.18% Aug 29, 2018 - Mar 21, 2019 | -10.57% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -20.11% Feb 17, 2011 - Feb 3, 2012 | -7.63% Jul 12, 2024 - Aug 23, 2024 |
| #7 | -18.93% Mar 23, 2001 - Apr 18, 2001 | -7.02% Feb 1, 2023 - Apr 3, 2023 |
| #8 | -17.31% Dec 4, 2015 - Jul 12, 2016 | -5.67% Nov 12, 2025 - Dec 11, 2025 |
| #9 | -16.44% Oct 29, 2025 - Apr 16, 2026 | -5.18% Jun 24, 2022 - Jul 27, 2022 |
| #10 | -14.79% Jul 10, 2024 - Oct 14, 2024 | -4.79% Mar 27, 2024 - May 9, 2024 |
| #11 | -13.30% Apr 2, 2012 - Sep 14, 2012 | -4.63% Jul 23, 2025 - Aug 15, 2025 |
| #12 | -12.78% Sep 2, 2020 - Dec 1, 2020 | -4.26% Aug 30, 2024 - Sep 26, 2024 |
| #13 | -12.72% Jul 20, 2015 - Oct 23, 2015 | -4.08% Jun 15, 2023 - Jul 13, 2023 |
| #14 | -11.46% Apr 29, 2019 - Jul 3, 2019 | -3.92% Apr 24, 2023 - Jun 13, 2023 |
| #15 | -11.13% Sep 14, 2012 - Feb 1, 2013 | -3.64% Jun 6, 2024 - Jul 12, 2024 |
Correlation
Correlation between IGM and JIRE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2004 - 2026)
IGM vs JIRE dividend yield comparison.
| Year | IGM | JIRE |
|---|---|---|
| 2026 | 0.03% | 0.00% |
| 2025 | 0.17% | 2.99% |
| 2024 | 0.22% | 3.03% |
| 2023 | 0.33% | 2.74% |
| 2022 | 0.66% | 2.62% |
| 2021 | 0.16% | 0.00% |
| 2020 | 0.32% | 0.00% |
| 2019 | 0.50% | 0.00% |
| 2018 | 0.57% | 0.00% |
| 2017 | 0.57% | 0.00% |
| 2016 | 0.90% | 0.00% |
| 2015 | 0.79% | 0.00% |
| 2014 | 0.88% | 0.00% |
| 2013 | 0.78% | 0.00% |
| 2012 | 0.94% | 0.00% |
| 2011 | 0.60% | 0.00% |
| 2010 | 0.41% | 0.00% |
| 2009 | 0.36% | 0.00% |
| 2008 | 0.58% | 0.00% |
| 2007 | 0.19% | 0.00% |
| 2006 | 0.08% | 0.00% |
| 2005 | 0.14% | 0.00% |
| 2004 | 0.70% | 0.00% |
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