IWX vs JTEK
Comparison between ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF) and JPMORGAN U.S. TECH LEADERS ETF (JTEK, ETF).
IWX vs JTEK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWX
$4B
Winner
JTEK
$4.10B
Expense Ratio
Winner
IWX
0.20%
JTEK
0.65%
Max Drawdown
IWX
35.76%
Winner
JTEK
30.61%
Sharpe Ratio
Winner
IWX
2.33
JTEK
0.65
5Y Beta
Winner
IWX
0.68
JTEK
1.56
P/E Ratio
Winner
IWX
22.19
JTEK
72.03
Forward P/E
Winner
IWX
19.95
JTEK
29.07
PEG Ratio
Winner
IWX
0.40
JTEK
0.43
5Y Dividends CAGR
IWX
5.22%
JTEK
N/A
5Y EPS CAGR
IWX
14.11%
Winner
JTEK
31.65%
Debt to Equity
IWX
-9.48%
JTEK
N/A
P/S Ratio
Winner
IWX
2.98
JTEK
4.42
P/B Ratio
Winner
IWX
3.99
JTEK
9.16
IWX vs JTEK - Holdings Comparison
IWX and JTEK have 8 common holdings. Overlap is 7.29%
IWX's top 25 holdings weight is 56.45%. JTEK's top 25 holdings weight is 67.63%.
| Rank | IWX | JTEK |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 8.38% | ALPHABET INC CLASS C (GOOG) - 4.29% |
| #2 | APPLE INC (AAPL) - 7.61% | PALO ALTO NETWORKS INC (PANW) - 4.03% |
| #3 | MICROSOFT CORP (MSFT) - 5.57% | BROADCOM INC (AVGO) - 3.86% |
| #4 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.63% | ADVANCED MICRO DEVICES INC (AMD) - 3.81% |
| #5 | JPMORGAN CHASE & CO (JPM) - 3.48% | NVIDIA CORP (NVDA) - 3.74% |
| #6 | JOHNSON & JOHNSON (JNJ) - 2.39% | INTEL CORP (INTC) - 3.70% |
| #7 | EXXON MOBIL CORP (XOM) - 2.21% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 3.65% |
| #8 | INTEL CORP (INTC) - 2.17% | TESLA INC (TSLA) - 3.08% |
| #9 | CISCO SYSTEMS INC (CSCO) - 1.80% | LAM RESEARCH CORP (LRCX) - 2.97% |
| #10 | WALMART INC (WMT) - 1.70% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.88% |
| #11 | ABBVIE INC (ABBV) - 1.60% | ASML HOLDING NV ADR (ASML) - 2.81% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.50% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.70% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.40% | META PLATFORMS INC CLASS A (META) - 2.68% |
| #14 | PROCTER & GAMBLE CO (PG) - 1.34% | CLOUDFLARE INC (NET) - 2.53% |
| #15 | MERCK & CO INC (MRK) - 1.21% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.49% |
| #16 | CHEVRON CORP (CVX) - 1.20% | TWILIO INC CLASS A (TWLO) - 2.01% |
| #17 | THE GOLDMAN SACHS GROUP INC (GS) - 1.15% | CIENA CORP (CIEN) - 1.97% |
| #18 | COCA-COLA CO (KO) - 1.09% | MICROSOFT CORP (MSFT) - 1.94% |
| #19 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.08% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 1.93% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.05% | CORNING INC (GLW) - 1.87% |
| #21 | WELLS FARGO & CO (WFC) - 1.03% | n/a (TSM) - 1.86% |
| #22 | RTX CORP (RTX) - 1.01% | ZOOM COMMUNICATIONS INC (ZM) - 1.77% |
| #23 | LINDE PLC (LIN) - 0.96% | ON SEMICONDUCTOR CORP (ON) - 1.74% |
| #24 | META PLATFORMS INC CLASS A (META) - 0.96% | MICRON TECHNOLOGY INC (MU) - 1.71% |
| #25 | MORGAN STANLEY (MS) - 0.93% | DIGITALOCEAN HOLDINGS INC (DOCN) - 1.61% |
| Total Holdings | 155 | 63 |
IWX vs JTEK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWX
+3.94%
JTEK
-0.50%
3M
Winner
IWX
+10.05%
JTEK
-3.26%
6M
IWX
+15.97%
Winner
JTEK
+17.42%
1Y
Winner
IWX
+33.19%
JTEK
+20.56%
5Y(CAGR)
IWX
+12.79%
JTEK
N/A
10Y(CAGR)
IWX
+12.11%
JTEK
N/A
Max(CAGR)
IWX
+11.79%
Winner
JTEK
+27.43%
IWX vs JTEK - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWX | JTEK |
|---|---|---|
| 2026 | +22.24% | +10.42% |
| 2025 | +18.35% | +18.10% |
| 2024 | +14.15% | +32.71% |
| 2023 | +10.40% | +18.14% |
| 2022 | -5.80% | N/A |
| 2021 | +24.62% | N/A |
| 2020 | +0.74% | N/A |
| 2019 | +25.79% | N/A |
| 2018 | -6.69% | N/A |
| 2017 | +13.11% | N/A |
| 2016 | +17.63% | N/A |
| 2015 | -3.41% | N/A |
| 2014 | +14.05% | N/A |
| 2013 | +28.53% | N/A |
| 2012 | +14.33% | N/A |
| 2011 | +0.04% | N/A |
| 2010 | +10.63% | N/A |
| 2009 | +3.66% | N/A |
IWX vs JTEK Drawdown Comparison
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for JTEK was -30.61%, occurring on Apr 8, 2025. Recovery took 103 trading sessions.
The current IWX drawdown is -0.77%. The current JTEK drawdown is -10.37%.
| Rank | IWX | JTEK |
|---|---|---|
| #1 | -35.76% Feb 12, 2020 - Dec 31, 2020 | -30.61% Feb 18, 2025 - Jul 17, 2025 |
| #2 | -20.53% May 2, 2011 - Mar 1, 2012 | -22.02% Oct 29, 2025 - May 5, 2026 |
| #3 | -18.12% Jan 12, 2022 - Jul 24, 2023 | -19.36% Jun 30, 2026 - Jul 29, 2026 |
| #4 | -17.34% Jan 26, 2018 - Apr 29, 2019 | -18.26% Jul 8, 2024 - Nov 6, 2024 |
| #5 | -16.79% Apr 23, 2010 - Dec 21, 2010 | -11.05% Mar 7, 2024 - Jun 12, 2024 |
| #6 | -14.98% May 21, 2015 - Jul 8, 2016 | -10.58% Oct 11, 2023 - Nov 14, 2023 |
| #7 | -13.37% Feb 19, 2025 - Jun 30, 2025 | -10.43% Jun 2, 2026 - Jun 30, 2026 |
| #8 | -10.01% Jul 26, 2023 - Dec 13, 2023 | -7.25% Dec 6, 2024 - Jan 22, 2025 |
| #9 | -9.92% Apr 2, 2012 - Aug 6, 2012 | -5.99% Dec 27, 2023 - Jan 19, 2024 |
| #10 | -8.53% Jan 11, 2010 - Mar 18, 2010 | -5.39% Jan 23, 2025 - Feb 5, 2025 |
| #11 | -8.13% Sep 19, 2014 - Nov 6, 2014 | -4.85% May 14, 2026 - May 26, 2026 |
| #12 | -7.93% Oct 18, 2012 - Jan 2, 2013 | -4.51% Feb 15, 2024 - Mar 1, 2024 |
| #13 | -7.53% Nov 29, 2024 - Feb 19, 2025 | -4.43% Oct 8, 2025 - Oct 27, 2025 |
| #14 | -6.83% Jul 26, 2019 - Sep 13, 2019 | -4.11% Nov 12, 2024 - Nov 21, 2024 |
| #15 | -6.59% Apr 30, 2019 - Jun 20, 2019 | -4.10% Jul 28, 2025 - Aug 28, 2025 |
Correlation
Correlation between IWX and JTEK is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
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