IMCG vs JTEK
Comparison between ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF) and JPMORGAN U.S. TECH LEADERS ETF (JTEK, ETF).
IMCG vs JTEK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMCG
$3.10B
JTEK
$3.10B
Expense Ratio
Winner
IMCG
0.06%
JTEK
0.65%
Max Drawdown
IMCG
59.05%
Winner
JTEK
30.61%
Sharpe Ratio
IMCG
1.19
Winner
JTEK
1.46
5Y Beta
Winner
IMCG
1.01
JTEK
1.51
P/E Ratio
Winner
IMCG
39.14
JTEK
127.85
Forward P/E
Winner
IMCG
24.65
JTEK
26.38
PEG Ratio
Winner
IMCG
0.53
JTEK
0.87
5Y Dividends CAGR
IMCG
66.35%
JTEK
N/A
5Y EPS CAGR
IMCG
16.38%
Winner
JTEK
26.03%
Debt to Equity
IMCG
45.36%
JTEK
N/A
P/S Ratio
Winner
IMCG
3.55
JTEK
4.02
P/B Ratio
Winner
IMCG
6.00
JTEK
9.26
IMCG vs JTEK - Holdings Comparison
IMCG and JTEK have 13 common holdings. Overlap is 6.11%
IMCG's top 25 holdings weight is 28.15%. JTEK's top 25 holdings weight is 63.40%.
| Rank | IMCG | JTEK |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.15% | ALPHABET INC CLASS C (GOOG) - 4.97% |
| #2 | MARVELL TECHNOLOGY INC (MRVL) - 1.99% | INTEL CORP (INTC) - 4.07% |
| #3 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.92% | BROADCOM INC (AVGO) - 3.99% |
| #4 | CORNING INC (GLW) - 1.82% | NVIDIA CORP (NVDA) - 3.84% |
| #5 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.74% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 3.58% |
| #6 | HOWMET AEROSPACE INC (HWM) - 1.35% | LAM RESEARCH CORP (LRCX) - 3.55% |
| #7 | QUANTA SERVICES INC (PWR) - 1.35% | META PLATFORMS INC CLASS A (META) - 3.47% |
| #8 | n/a (JCI) - 1.26% | TESLA INC (TSLA) - 3.32% |
| #9 | WESTERN DIGITAL CORP (WDC) - 1.22% | CIENA CORP (CIEN) - 2.97% |
| #10 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.05% | ASML HOLDING NV ADR (ASML) - 2.68% |
| #11 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.04% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.08% |
| #12 | MOTOROLA SOLUTIONS INC (MSI) - 1.04% | ADVANCED MICRO DEVICES INC (AMD) - 2.04% |
| #13 | CIENA CORP (CIEN) - 1.03% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.03% |
| #14 | AON PLC CLASS A (AON) - 1.00% | n/a (SHOP) - 2.01% |
| #15 | ECOLAB INC (ECL) - 0.97% | ORACLE CORP (ORCL) - 1.95% |
| #16 | CLOUDFLARE INC (NET) - 0.95% | n/a (TSM) - 1.87% |
| #17 | ROYAL CARIBBEAN GROUP (RCL) - 0.94% | ON SEMICONDUCTOR CORP (ON) - 1.81% |
| #18 | TRANSDIGM GROUP INC (TDG) - 0.94% | CLOUDFLARE INC (NET) - 1.80% |
| #19 | COMFORT SYSTEMS USA INC (FIX) - 0.91% | ZOOM COMMUNICATIONS INC (ZM) - 1.76% |
| #20 | TERADYNE INC (TER) - 0.91% | ENTEGRIS INC (ENTG) - 1.75% |
| #21 | ROSS STORES INC (ROST) - 0.52% | PALO ALTO NETWORKS INC (PANW) - 1.63% |
| #22 | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 0.52% | LUMENTUM HOLDINGS INC (LITE) - 1.62% |
| #23 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 0.52% | TWILIO INC CLASS A (TWLO) - 1.58% |
| #24 | DIGITAL REALTY TRUST INC (DLR) - 0.51% | TEXAS INSTRUMENTS INC (TXN) - 1.56% |
| #25 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 0.50% | ECHOSTAR CORP CLASS A (SATS) - 1.47% |
| Total Holdings | 231 | 69 |
IMCG vs JTEK - Historical Returns
Returns include dividend reinvestment.
1M
IMCG
+8.13%
Winner
JTEK
+21.66%
3M
IMCG
+8.25%
Winner
JTEK
+20.69%
6M
IMCG
+11.26%
Winner
JTEK
+11.83%
1Y
IMCG
+21.94%
Winner
JTEK
+41.13%
5Y(CAGR)
IMCG
+7.49%
JTEK
N/A
10Y(CAGR)
IMCG
+14.11%
JTEK
N/A
Max(CAGR)
IMCG
+11.22%
Winner
JTEK
+32.33%
IMCG vs JTEK - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCG | JTEK |
|---|---|---|
| 2026 | +11.75% | +13.56% |
| 2025 | +6.65% | +18.10% |
| 2024 | +19.72% | +32.71% |
| 2023 | +21.48% | +18.14% |
| 2022 | -25.08% | N/A |
| 2021 | +17.12% | N/A |
| 2020 | +44.03% | N/A |
| 2019 | +36.82% | N/A |
| 2018 | -4.35% | N/A |
| 2017 | +24.87% | N/A |
| 2016 | +8.75% | N/A |
| 2015 | +0.29% | N/A |
| 2014 | +11.58% | N/A |
| 2013 | +30.83% | N/A |
| 2012 | +14.19% | N/A |
| 2011 | -3.74% | N/A |
| 2010 | +25.95% | N/A |
| 2009 | +36.47% | N/A |
| 2008 | -45.99% | N/A |
| 2007 | +20.06% | N/A |
| 2006 | +7.72% | N/A |
| 2005 | +18.32% | N/A |
| 2004 | +14.09% | N/A |
IMCG vs JTEK Drawdown Comparison
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The maximum drawdown for JTEK was -30.61%, occurring on Apr 8, 2025. Recovery took 103 trading sessions.
The current IMCG drawdown is -0.92%.
| Rank | IMCG | JTEK |
|---|---|---|
| #1 | -58.96% Oct 31, 2007 - Feb 11, 2011 | -30.61% Feb 18, 2025 - Jul 17, 2025 |
| #2 | -35.08% Nov 16, 2021 - Oct 14, 2024 | -22.02% Oct 29, 2025 - May 5, 2026 |
| #3 | -34.05% Feb 19, 2020 - Jun 1, 2020 | -18.26% Jul 8, 2024 - Nov 6, 2024 |
| #4 | -25.77% Jul 7, 2011 - Jan 4, 2013 | -11.05% Mar 7, 2024 - Jun 12, 2024 |
| #5 | -24.44% Apr 23, 2015 - Jan 25, 2017 | -10.58% Oct 11, 2023 - Nov 14, 2023 |
| #6 | -23.65% Sep 4, 2018 - Mar 21, 2019 | -7.25% Dec 6, 2024 - Jan 22, 2025 |
| #7 | -21.91% Dec 6, 2024 - Jul 3, 2025 | -5.99% Dec 27, 2023 - Jan 19, 2024 |
| #8 | -16.52% May 9, 2006 - Jan 31, 2007 | -5.39% Jan 23, 2025 - Feb 5, 2025 |
| #9 | -14.23% Feb 12, 2021 - Jul 9, 2021 | -4.51% Feb 15, 2024 - Mar 1, 2024 |
| #10 | -11.79% Jul 2, 2004 - Oct 1, 2004 | -4.43% Oct 8, 2025 - Oct 27, 2025 |
| #11 | -10.54% Jul 19, 2007 - Oct 1, 2007 | -4.11% Nov 12, 2024 - Nov 21, 2024 |
| #12 | -10.17% Feb 26, 2026 - Apr 13, 2026 | -4.10% Jul 28, 2025 - Aug 28, 2025 |
| #13 | -9.88% Sep 3, 2014 - Nov 3, 2014 | -3.28% Sep 22, 2025 - Oct 6, 2025 |
| #14 | -9.26% Jan 26, 2018 - Mar 9, 2018 | -3.06% Mar 1, 2024 - Mar 7, 2024 |
| #15 | -9.20% Sep 2, 2020 - Oct 8, 2020 | -3.02% Feb 9, 2024 - Feb 15, 2024 |
Correlation
Correlation between IMCG and JTEK is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
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