IGV vs JCPB
Comparison between ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV, ETF) and JPMORGAN CORE PLUS BOND ETF (JCPB, ETF).
5-Year PerformanceIGV has outperformed JCPB, delivering a return of +2.9% compared to +0.8%
IGV vs JCPB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGV
$14B
Winner
JCPB
$14B
Expense Ratio
IGV
0.39%
Winner
JCPB
0.37%
Max Drawdown
IGV
63.45%
Winner
JCPB
22.96%
Sharpe Ratio
IGV
-0.65
Winner
JCPB
0.21
5Y Beta
IGV
1.20
Winner
JCPB
0.05
P/E Ratio
IGV
68.51
JCPB
N/A
Forward P/E
IGV
21.97
JCPB
N/A
5Y Dividends CAGR
IGV
3.86%
Winner
JCPB
7.48%
5Y EPS CAGR
IGV
24.94%
JCPB
N/A
Debt to Equity
IGV
14.49%
JCPB
N/A
P/S Ratio
IGV
8.00
JCPB
N/A
P/B Ratio
IGV
7.31
JCPB
N/A
IGV vs JCPB - Holdings Comparison
IGV and JCPB have 1 common holdings. Overlap is -0.10%
IGV's top 25 holdings weight is 84.77%. JCPB's top 25 holdings weight is 40.80%.
| Rank | IGV | JCPB |
|---|---|---|
| #1 | PALO ALTO NETWORKS INC (PANW) - 10.37% | n/a (n/a) - 7.61% |
| #2 | MICROSOFT CORP (MSFT) - 8.07% | n/a (n/a) - 4.59% |
| #3 | n/a (PLTR) - 7.70% | UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21% |
| #4 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 7.28% | n/a (n/a) - 2.95% |
| #5 | ORACLE CORP (ORCL) - 6.26% | n/a (n/a) - 2.90% |
| #6 | SALESFORCE INC (CRM) - 4.81% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31% |
| #7 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 4.76% | FREMF MORTGAGE TRUST 0% (n/a) - 1.84% |
| #8 | CADENCE DESIGN SYSTEMS INC (CDNS) - 3.91% | n/a (n/a) - 1.80% |
| #9 | SERVICENOW INC (NOW) - 3.87% | n/a (n/a) - 1.35% |
| #10 | FORTINET INC (FTNT) - 3.62% | UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24% |
| #11 | DATADOG INC CLASS A (DDOG) - 3.26% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20% |
| #12 | SYNOPSYS INC (SNPS) - 3.23% | n/a (n/a) - 1.09% |
| #13 | ADOBE INC (ADBE) - 3.13% | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09% |
| #14 | INTUIT INC (INTU) - 2.73% | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90% |
| #15 | ELECTRONIC ARTS INC (EA) - 1.75% | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74% |
| #16 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.65% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71% |
| #17 | AUTODESK INC (ADSK) - 1.55% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70% |
| #18 | ROPER TECHNOLOGIES INC (ROP) - 1.29% | UNITED STATES TREASURY BONDS 3% (n/a) - 0.68% |
| #19 | STRATEGY INC CLASS A (MSTR) - 1.09% | UNITED STATES TREASURY BONDS 4% (n/a) - 0.68% |
| #20 | FAIR ISAAC CORP (FICO) - 1.05% | n/a (n/a) - 0.67% |
| #21 | WORKDAY INC CLASS A (WDAY) - 0.94% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59% |
| #22 | ZOOM COMMUNICATIONS INC (ZM) - 0.87% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54% |
| #23 | ZSCALER INC (ZS) - 0.55% | OTCBA FINRA CASH AT BROKER (n/a) - 0.52% |
| #24 | GEN DIGITAL INC (GEN) - 0.52% | UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50% |
| #25 | NUTANIX INC CLASS A (NTNX) - 0.51% | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39% |
| Total Holdings | 112 | 1670 |
IGV vs JCPB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGV
+5.17%
JCPB
-0.45%
3M
Winner
IGV
+5.95%
JCPB
-0.54%
6M
IGV
-3.74%
Winner
JCPB
+0.17%
1Y
IGV
-17.42%
Winner
JCPB
+4.30%
5Y(CAGR)
Winner
IGV
+2.94%
JCPB
+0.80%
10Y(CAGR)
IGV
+15.60%
JCPB
N/A
Max(CAGR)
Winner
IGV
+9.25%
JCPB
+2.68%
IGV vs JCPB - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGV | JCPB |
|---|---|---|
| 2026 | -10.51% | +0.38% |
| 2025 | +5.79% | +7.95% |
| 2024 | +26.94% | +3.38% |
| 2023 | +58.23% | +6.57% |
| 2022 | -34.91% | -12.45% |
| 2021 | +14.54% | -0.46% |
| 2020 | +50.16% | +8.93% |
| 2019 | +35.03% | +7.76% |
| 2018 | +11.20% | N/A |
| 2017 | +40.67% | N/A |
| 2016 | +8.07% | N/A |
| 2015 | +12.72% | N/A |
| 2014 | +14.13% | N/A |
| 2013 | +26.84% | N/A |
| 2012 | +15.96% | N/A |
| 2011 | -8.47% | N/A |
| 2010 | +22.65% | N/A |
| 2009 | +41.64% | N/A |
| 2008 | -37.28% | N/A |
| 2007 | +15.64% | N/A |
| 2006 | +9.59% | N/A |
| 2005 | -4.50% | N/A |
| 2004 | +12.93% | N/A |
| 2003 | +43.77% | N/A |
| 2002 | -43.69% | N/A |
| 2001 | -13.15% | N/A |
IGV vs JCPB Drawdown Comparison
The maximum drawdown for IGV was -63.45%, occurring on Oct 7, 2002. Recovery took 1566 trading sessions.
The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.
The current IGV drawdown is -22.03%. The current JCPB drawdown is -1.73%.
| Rank | IGV | JCPB |
|---|---|---|
| #1 | -63.45% Jul 13, 2001 - Oct 8, 2007 | -16.68% Sep 14, 2021 - Aug 1, 2025 |
| #2 | -49.81% Oct 31, 2007 - Oct 26, 2010 | -6.03% Mar 6, 2020 - Jun 23, 2020 |
| #3 | -45.85% Nov 9, 2021 - Sep 24, 2024 | -3.48% Dec 31, 2020 - Aug 2, 2021 |
| #4 | -36.61% Sep 22, 2025 - Apr 10, 2026 | -2.71% Feb 27, 2026 - May 19, 2026 |
| #5 | -30.30% Feb 19, 2020 - May 29, 2020 | -2.12% Sep 5, 2019 - Oct 3, 2019 |
| #6 | -27.17% Dec 6, 2024 - Jul 3, 2025 | -1.97% Oct 7, 2019 - Jan 24, 2020 |
| #7 | -26.30% Jul 7, 2011 - Mar 13, 2012 | -1.49% Aug 4, 2020 - Nov 30, 2020 |
| #8 | -22.44% Sep 14, 2018 - Feb 22, 2019 | -1.05% Oct 28, 2025 - Nov 25, 2025 |
| #9 | -21.51% Dec 1, 2015 - May 27, 2016 | -0.88% Aug 3, 2021 - Sep 14, 2021 |
| #10 | -15.31% Feb 12, 2021 - Jun 24, 2021 | -0.83% Nov 26, 2025 - Jan 13, 2026 |
| #11 | -13.64% Apr 2, 2012 - Jan 25, 2013 | -0.71% Jul 5, 2019 - Aug 2, 2019 |
| #12 | -13.00% Aug 17, 2015 - Oct 28, 2015 | -0.68% Sep 16, 2025 - Oct 13, 2025 |
| #13 | -11.55% Mar 5, 2014 - Aug 11, 2014 | -0.65% Jan 14, 2026 - Feb 5, 2026 |
| #14 | -11.41% Sep 2, 2020 - Nov 27, 2020 | -0.56% Apr 1, 2019 - May 7, 2019 |
| #15 | -10.78% Jul 26, 2019 - Nov 25, 2019 | -0.53% Jan 31, 2020 - Feb 10, 2020 |
Correlation
Correlation between IGV and JCPB is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Dividend Comparison (2003 - 2026)
IGV vs JCPB dividend yield comparison.
| Year | IGV | JCPB |
|---|---|---|
| 2026 | 0.02% | 2.43% |
| 2025 | 0.00% | 4.90% |
| 2024 | 0.00% | 5.16% |
| 2023 | 0.01% | 4.32% |
| 2022 | 0.01% | 3.01% |
| 2021 | 0.00% | 2.19% |
| 2020 | 0.35% | 2.97% |
| 2019 | 0.02% | 3.01% |
| 2018 | 0.16% | 0.00% |
| 2017 | 0.09% | 0.00% |
| 2016 | 0.82% | 0.00% |
| 2015 | 0.22% | 0.00% |
| 2014 | 0.29% | 0.00% |
| 2013 | 0.33% | 0.00% |
| 2012 | 0.27% | 0.00% |
| 2011 | 0.04% | 0.00% |
| 2005 | 0.09% | 0.00% |
| 2004 | 0.48% | 0.00% |
| 2003 | 0.65% | 0.00% |
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