IJK vs JIRE
Comparison between ISHARES S&P MID-CAP 400 GROWTH ETF (IJK, ETF) and JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF).
IJK vs JIRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IJK
$11B
JIRE
$11B
Expense Ratio
Winner
IJK
0.17%
JIRE
0.24%
Max Drawdown
IJK
54.57%
Winner
JIRE
16.11%
Sharpe Ratio
Winner
IJK
1.39
JIRE
1.10
5Y Beta
IJK
1.07
Winner
JIRE
0.74
P/E Ratio
IJK
31.46
JIRE
N/A
Forward P/E
IJK
20.22
JIRE
N/A
5Y Dividends CAGR
IJK
6.39%
JIRE
N/A
5Y EPS CAGR
IJK
17.67%
JIRE
N/A
Debt to Equity
IJK
51.51%
JIRE
N/A
P/S Ratio
IJK
3.08
JIRE
N/A
P/B Ratio
IJK
4.51
JIRE
N/A
IJK vs JIRE - Holdings Comparison
IJK and JIRE have 1 common holdings. Overlap is -0.06%
IJK's top 25 holdings weight is 32.54%. JIRE's top 25 holdings weight is 33.63%.
| Rank | IJK | JIRE |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 2.88% | ASML HOLDING NV (n/a) - 4.03% |
| #2 | CARPENTER TECHNOLOGY CORP (CRS) - 1.57% | ASTRAZENECA PLC (AZN:XLON) - 1.90% |
| #3 | CURTISS-WRIGHT CORP (CW) - 1.57% | SIEMENS AG (n/a) - 1.73% |
| #4 | TWILIO INC CLASS A (TWLO) - 1.56% | TOKYO ELECTRON LTD (n/a) - 1.46% |
| #5 | NVENT ELECTRIC PLC (NVT) - 1.51% | ALLIANZ SE (n/a) - 1.42% |
| #6 | TECHNIPFMC PLC (FTI) - 1.48% | HSBC HOLDINGS PLC (n/a) - 1.41% |
| #7 | ATI INC (ATI) - 1.46% | SHELL PLC (n/a) - 1.39% |
| #8 | WOODWARD INC (WWD) - 1.42% | NESTLE SA (n/a) - 1.34% |
| #9 | STERLING INFRASTRUCTURE INC (STRL) - 1.41% | UNICREDIT SPA (n/a) - 1.32% |
| #10 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.30% | BANCO SANTANDER SA (n/a) - 1.31% |
| #11 | UNITED THERAPEUTICS CORP (UTHR) - 1.30% | SAFRAN SA (n/a) - 1.30% |
| #12 | XPO INC (XPO) - 1.29% | BHP GROUP LTD (n/a) - 1.27% |
| #13 | MASTEC INC (MTZ) - 1.26% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.26% |
| #14 | EVERPURE INC CLASS A (P) - 1.25% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.20% |
| #15 | TTM TECHNOLOGIES INC (TTMI) - 1.15% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.19% |
| #16 | FABRINET (FN) - 1.15% | AIR LIQUIDE SA (n/a) - 1.11% |
| #17 | RB GLOBAL INC (RBA) - 1.09% | BARCLAYS PLC (n/a) - 1.09% |
| #18 | RBC BEARINGS INC (RBC) - 1.08% | TOYOTA MOTOR CORP (n/a) - 1.04% |
| #19 | OKTA INC CLASS A (OKTA) - 1.05% | INFINEON TECHNOLOGIES AG (n/a) - 1.03% |
| #20 | BWX TECHNOLOGIES INC (BWXT) - 1.02% | IBERDROLA SA (n/a) - 1.02% |
| #21 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 1.02% | ATLAS COPCO AB CLASS A (n/a) - 1.01% |
| #22 | MKS INC (MKSI) - 0.97% | SOCIETE GENERALE SA (n/a) - 0.97% |
| #23 | ROYAL GOLD INC (RGLD) - 0.97% | n/a (n/a) - 0.95% |
| #24 | ITT INC (ITT) - 0.90% | HITACHI LTD (n/a) - 0.95% |
| #25 | API GROUP CORP (APG) - 0.88% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.93% |
| Total Holdings | 244 | 207 |
IJK vs JIRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJK
+2.54%
JIRE
+0.55%
3M
Winner
IJK
+13.78%
JIRE
+8.60%
6M
Winner
IJK
+15.92%
JIRE
+7.95%
1Y
Winner
IJK
+29.41%
JIRE
+21.50%
5Y(CAGR)
IJK
+8.43%
Winner
JIRE
+16.81%
10Y(CAGR)
IJK
+12.96%
JIRE
N/A
Max(CAGR)
IJK
+10.95%
Winner
JIRE
+16.81%
IJK vs JIRE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJK | JIRE |
|---|---|---|
| 2026 | +16.67% | +7.01% |
| 2025 | +7.13% | +32.39% |
| 2024 | +16.51% | +4.20% |
| 2023 | +18.34% | +19.03% |
| 2022 | -18.96% | +5.72% |
| 2021 | +20.35% | N/A |
| 2020 | +24.51% | N/A |
| 2019 | +31.55% | N/A |
| 2018 | -8.80% | N/A |
| 2017 | +22.82% | N/A |
| 2016 | +20.86% | N/A |
| 2015 | +5.14% | N/A |
| 2014 | +11.62% | N/A |
| 2013 | +32.72% | N/A |
| 2012 | +19.84% | N/A |
| 2011 | -0.65% | N/A |
| 2010 | +30.94% | N/A |
| 2009 | +40.02% | N/A |
| 2008 | -35.60% | N/A |
| 2007 | +15.32% | N/A |
| 2006 | +5.35% | N/A |
| 2005 | +18.38% | N/A |
| 2004 | +17.60% | N/A |
| 2003 | +30.76% | N/A |
| 2002 | -17.50% | N/A |
| 2001 | -1.57% | N/A |
| 2000 | -0.22% | N/A |
IJK vs JIRE Drawdown Comparison
The maximum drawdown for IJK was -54.18%, occurring on Nov 20, 2008. Recovery took 474 trading sessions.
The maximum drawdown for JIRE was -16.11%, occurring on Sep 27, 2022. Recovery took 76 trading sessions.
The current IJK drawdown is -1.55%. The current JIRE drawdown is -1.96%.
| Rank | IJK | JIRE |
|---|---|---|
| #1 | -54.18% Jun 5, 2008 - Apr 23, 2010 | -16.11% Aug 12, 2022 - Nov 30, 2022 |
| #2 | -44.01% Sep 1, 2000 - Dec 28, 2004 | -13.61% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -39.25% Feb 20, 2020 - Aug 5, 2020 | -11.77% Feb 25, 2026 - Jun 22, 2026 |
| #4 | -34.27% Apr 23, 2010 - Oct 13, 2010 | -11.08% Jul 28, 2023 - Dec 13, 2023 |
| #5 | -29.23% Nov 16, 2021 - Feb 29, 2024 | -10.57% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -25.63% Nov 25, 2024 - Dec 11, 2025 | -7.63% Jul 12, 2024 - Aug 23, 2024 |
| #7 | -25.36% Jul 7, 2011 - Mar 26, 2012 | -7.02% Feb 1, 2023 - Apr 3, 2023 |
| #8 | -22.67% Sep 14, 2018 - Jul 3, 2019 | -5.67% Nov 12, 2025 - Dec 11, 2025 |
| #9 | -16.93% Aug 17, 2015 - May 27, 2016 | -5.18% Jun 24, 2022 - Jul 27, 2022 |
| #10 | -16.88% Oct 9, 2007 - May 16, 2008 | -4.79% Mar 27, 2024 - May 9, 2024 |
| #11 | -13.78% May 8, 2006 - Dec 4, 2006 | -4.63% Jul 23, 2025 - Aug 15, 2025 |
| #12 | -10.79% Mar 26, 2012 - Sep 6, 2012 | -4.26% Aug 30, 2024 - Sep 26, 2024 |
| #13 | -10.36% Jul 13, 2007 - Oct 5, 2007 | -4.08% Jun 15, 2023 - Jul 13, 2023 |
| #14 | -10.22% Jul 3, 2014 - Nov 6, 2014 | -3.92% Apr 24, 2023 - Jun 13, 2023 |
| #15 | -9.92% Mar 2, 2026 - Apr 17, 2026 | -3.64% Jun 6, 2024 - Jul 12, 2024 |
Correlation
Correlation between IJK and JIRE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2000 - 2026)
IJK vs JIRE dividend yield comparison.
| Year | IJK | JIRE |
|---|---|---|
| 2026 | 0.21% | 0.00% |
| 2025 | 0.66% | 2.99% |
| 2024 | 0.79% | 3.03% |
| 2023 | 1.13% | 2.74% |
| 2022 | 1.08% | 2.62% |
| 2021 | 0.50% | 0.00% |
| 2020 | 2.18% | 0.00% |
| 2019 | 4.37% | 0.00% |
| 2018 | 4.52% | 0.00% |
| 2017 | 3.73% | 0.00% |
| 2016 | 4.60% | 0.00% |
| 2015 | 4.48% | 0.00% |
| 2014 | 3.65% | 0.00% |
| 2013 | 3.54% | 0.00% |
| 2012 | 3.95% | 0.00% |
| 2011 | 2.65% | 0.00% |
| 2010 | 2.26% | 0.00% |
| 2009 | 2.45% | 0.00% |
| 2008 | 3.21% | 0.00% |
| 2007 | 3.21% | 0.00% |
| 2006 | 1.53% | 0.00% |
| 2005 | 3.14% | 0.00% |
| 2004 | 3.46% | 0.00% |
| 2003 | 2.82% | 0.00% |
| 2002 | 2.09% | 0.00% |
| 2001 | 0.77% | 0.00% |
| 2000 | 3.03% | 0.00% |
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