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

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IJK(ETF)	JIRE(ETF)
Net Assets	$9.90B	$9.90B
Expense Ratio	0.17%	0.24%
Max Drawdown	54.57%	16.11%
Sharpe Ratio	1.52	1.28
5Y Beta	1.07	0.73
P/E Ratio	30.24	N/A
Forward P/E	20.16	N/A
5Y Dividends CAGR	7.90%	N/A
5Y EPS CAGR	18.26%	N/A
Debt to Equity	49.04%	N/A
P/S Ratio	3.09	N/A
P/B Ratio	4.50	N/A

Net Assets

IJK

$9.90B

JIRE

$9.90B

Expense Ratio

Winner

IJK

0.17%

JIRE

0.24%

Max Drawdown

IJK

54.57%

Winner

JIRE

16.11%

Sharpe Ratio

Winner

IJK

1.52

JIRE

1.28

5Y Beta

IJK

1.07

Winner

JIRE

0.73

P/E Ratio

IJK

30.24

JIRE

N/A

Forward P/E

IJK

20.16

JIRE

N/A

5Y Dividends CAGR

IJK

7.90%

JIRE

N/A

5Y EPS CAGR

IJK

18.26%

JIRE

N/A

Debt to Equity

IJK

49.04%

JIRE

N/A

P/S Ratio

IJK

3.09

JIRE

N/A

P/B Ratio

IJK

4.50

JIRE

N/A

IJK vs JIRE - Holdings Comparison

IJK and JIRE have 1 common holdings. Overlap is -0.02%

IJK's top 25 holdings weight is 30.27%. JIRE's top 25 holdings weight is 32.98%.

Rank	IJK	JIRE
#1	TECHNIPFMC PLC (FTI) - 1.75%	ASML HOLDING NV (n/a) - 3.05%
#2	CASEY'S GENERAL STORES INC (CASY) - 1.67%	ASTRAZENECA PLC (n/a) - 2.23%
#3	CURTISS-WRIGHT CORP (CW) - 1.56%	SHELL PLC (n/a) - 1.55%
#4	FLEX LTD (FLEX) - 1.50%	SIEMENS AG (n/a) - 1.55%
#5	UNITED THERAPEUTICS CORP (UTHR) - 1.45%	BANCO SANTANDER SA (n/a) - 1.52%
#6	XPO INC (XPO) - 1.45%	ROCHE HOLDING AG (n/a) - 1.47%
#7	WOODWARD INC (WWD) - 1.36%	SAFRAN SA (n/a) - 1.40%
#8	ROYAL GOLD INC (RGLD) - 1.27%	NESTLE SA (n/a) - 1.39%
#9	MASTEC INC (MTZ) - 1.25%	ALLIANZ SE (n/a) - 1.36%
#10	ATI INC (ATI) - 1.21%	NOVARTIS AG REGISTERED SHARES (n/a) - 1.32%
#11	TWILIO INC CLASS A (TWLO) - 1.20%	HSBC HOLDINGS PLC (n/a) - 1.31%
#12	FABRINET (FN) - 1.20%	TOYOTA MOTOR CORP (n/a) - 1.26%
#13	CARPENTER TECHNOLOGY CORP (CRS) - 1.19%	UNICREDIT SPA (n/a) - 1.25%
#14	BWX TECHNOLOGIES INC (BWXT) - 1.19%	SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.19%
#15	EVERPURE INC CLASS A (PSTG) - 1.16%	ATLAS COPCO AB CLASS A (n/a) - 1.08%
#16	NVENT ELECTRIC PLC (NVT) - 1.14%	n/a (n/a) - 1.07%
#17	RB GLOBAL INC (RBA) - 1.10%	BARCLAYS PLC (n/a) - 1.07%
#18	RBC BEARINGS INC (RBC) - 1.05%	AIR LIQUIDE SA (n/a) - 1.06%
#19	ITT INC (ITT) - 1.01%	RIO TINTO LTD (n/a) - 1.03%
#20	TENET HEALTHCARE CORP (THC) - 1.01%	BHP GROUP LTD (n/a) - 1.03%
#21	API GROUP CORP (APG) - 0.98%	HITACHI LTD (n/a) - 1.02%
#22	SOMNIGROUP INTERNATIONAL INC (SGI) - 0.94%	ENGIE SA (n/a) - 0.99%
#23	MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.91%	DEUTSCHE TELEKOM AG (n/a) - 0.93%
#24	TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.89%	VOLVO AB CLASS B (n/a) - 0.93%
#25	NEW YORK TIMES CO CLASS A (NYT) - 0.83%	SAP SE (n/a) - 0.92%
Total Holdings	245	219

IJK vs JIRE - Historical Returns

Returns include dividend reinvestment.

Period	IJK	JIRE
1 month	+6.77%	+1.34%
3 months	+7.05%	-0.43%
6 months	+17.82%	+12.06%
1 year	+31.62%	+25.24%
5 years(CAGR)	+7.61%	N/A
10 years(CAGR)	+11.64%	N/A
Max(CAGR)	+8.70%	+17.27%

Winner

IJK

+6.77%

JIRE

+1.34%

Winner

IJK

+7.05%

JIRE

-0.43%

Winner

IJK

+17.82%

JIRE

+12.06%

Winner

IJK

+31.62%

JIRE

+25.24%

5Y(CAGR)

IJK

+7.61%

JIRE

N/A

10Y(CAGR)

IJK

+11.64%

JIRE

N/A

Max(CAGR)

IJK

+8.70%

Winner

JIRE

+17.27%

IJK vs JIRE - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IJK	JIRE
2026	+14.68%	+6.59%
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	+21.93%	N/A
2019	+27.10%	N/A
2018	-11.46%	N/A
2017	+19.22%	N/A
2016	+16.58%	N/A
2015	+1.78%	N/A
2014	+8.56%	N/A
2013	+28.90%	N/A
2012	+16.30%	N/A
2011	-2.55%	N/A
2010	+28.48%	N/A
2009	+37.16%	N/A
2008	-36.84%	N/A
2007	+12.52%	N/A
2006	+4.12%	N/A
2005	+15.12%	N/A
2004	+13.84%	N/A
2003	+27.15%	N/A
2002	-18.87%	N/A
2001	-2.29%	N/A
2000	-2.70%	N/A

IJK vs JIRE Drawdown Comparison

The maximum drawdown for IJK was -54.47%, occurring on Nov 20, 2008. Recovery took 610 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 -0.69%. The current JIRE drawdown is -2.31%.

Rank	IJK	JIRE
#1	-54.47% Jun 5, 2008 - Nov 4, 2010	-16.11% Aug 12, 2022 - Nov 30, 2022
#2	-46.34% Sep 1, 2000 - Nov 17, 2005	-13.61% Mar 19, 2025 - Apr 28, 2025
#3	-39.25% Feb 20, 2020 - Aug 12, 2020	-11.77% Feb 25, 2026 - Mar 20, 2026
#4	-29.23% Nov 16, 2021 - Feb 29, 2024	-11.08% Jul 28, 2023 - Dec 13, 2023
#5	-25.75% Jul 7, 2011 - Sep 13, 2012	-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	-23.95% Sep 14, 2018 - Nov 27, 2019	-7.02% Feb 1, 2023 - Apr 3, 2023
#8	-18.46% Aug 17, 2015 - Jul 11, 2016	-5.67% Nov 12, 2025 - Dec 11, 2025
#9	-17.20% Oct 9, 2007 - Jun 5, 2008	-5.18% Jun 24, 2022 - Jul 27, 2022
#10	-13.98% May 8, 2006 - Jan 24, 2007	-4.79% Mar 27, 2024 - May 9, 2024
#11	-10.81% Jul 3, 2014 - Nov 10, 2014	-4.63% Jul 23, 2025 - Aug 15, 2025
#12	-10.36% Jul 13, 2007 - Oct 5, 2007	-4.26% Aug 30, 2024 - Sep 26, 2024
#13	-9.92% Mar 2, 2026 - Apr 17, 2026	-4.08% Jun 15, 2023 - Jul 13, 2023
#14	-9.77% Jan 26, 2018 - Jun 6, 2018	-3.92% Apr 24, 2023 - Jun 13, 2023
#15	-9.33% Jul 16, 2024 - Oct 14, 2024	-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	0.09%	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	0.70%	0.00%
2019	1.09%	0.00%
2018	1.13%	0.00%
2017	0.93%	0.00%
2016	1.15%	0.00%
2015	1.12%	0.00%
2014	0.91%	0.00%
2013	0.88%	0.00%
2012	0.99%	0.00%
2011	0.66%	0.00%
2010	0.57%	0.00%
2009	0.61%	0.00%
2008	0.80%	0.00%
2007	0.80%	0.00%
2006	0.38%	0.00%
2005	0.58%	0.00%
2004	0.43%	0.00%
2003	0.35%	0.00%
2002	0.26%	0.00%
2001	0.10%	0.00%
2000	0.38%	0.00%