JGRO vs IGM
Comparison between JPMORGAN ACTIVE GROWTH ETF (JGRO, ETF) and ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF).
JGRO vs IGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JGRO
$9.40B
Winner
IGM
$9.50B
Expense Ratio
JGRO
0.44%
Winner
IGM
0.39%
Max Drawdown
Winner
JGRO
22.70%
IGM
65.59%
Sharpe Ratio
JGRO
1.35
Winner
IGM
2.20
5Y Beta
Winner
JGRO
1.17
IGM
1.40
P/E Ratio
Winner
JGRO
36.74
IGM
41.44
Forward P/E
JGRO
26.62
Winner
IGM
24.21
5Y Dividends CAGR
JGRO
N/A
IGM
6.80%
5Y EPS CAGR
Winner
JGRO
32.43%
IGM
31.19%
Debt to Equity
JGRO
N/A
IGM
43.84%
P/S Ratio
Winner
JGRO
4.12
IGM
7.61
P/B Ratio
JGRO
9.73
Winner
IGM
9.23
JGRO vs IGM - Holdings Comparison
JGRO and IGM have 21 common holdings. Overlap is 37.71%
JGRO's top 25 holdings weight is 68.04%. IGM's top 25 holdings weight is 70.44%.
| Rank | JGRO | IGM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 11.28% | BROADCOM INC (AVGO) - 8.97% |
| #2 | APPLE INC (AAPL) - 8.11% | NVIDIA CORP (NVDA) - 7.85% |
| #3 | ALPHABET INC CLASS C (GOOG) - 7.27% | APPLE INC (AAPL) - 7.81% |
| #4 | MICROSOFT CORP (MSFT) - 5.09% | MICROSOFT CORP (MSFT) - 7.52% |
| #5 | BROADCOM INC (AVGO) - 4.59% | ALPHABET INC CLASS A (GOOGL) - 5.07% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.53% | ALPHABET INC CLASS C (GOOG) - 4.03% |
| #7 | AMAZON.COM INC (AMZN) - 3.51% | META PLATFORMS INC CLASS A (META) - 3.63% |
| #8 | TESLA INC (TSLA) - 3.15% | MICRON TECHNOLOGY INC (MU) - 3.50% |
| #9 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.37% | ADVANCED MICRO DEVICES INC (AMD) - 3.00% |
| #10 | MASTERCARD INC CLASS A (MA) - 1.75% | INTEL CORP (INTC) - 2.42% |
| #11 | ELI LILLY AND CO (LLY) - 1.65% | NETFLIX INC (NFLX) - 2.07% |
| #12 | THE GOLDMAN SACHS GROUP INC (GS) - 1.56% | CISCO SYSTEMS INC (CSCO) - 1.97% |
| #13 | WALMART INC (WMT) - 1.37% | n/a (PLTR) - 1.80% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.33% | LAM RESEARCH CORP (LRCX) - 1.74% |
| #15 | n/a (TSM) - 1.26% | APPLIED MATERIALS INC (AMAT) - 1.67% |
| #16 | CIENA CORP (CIEN) - 1.18% | ORACLE CORP (ORCL) - 1.65% |
| #17 | GE VERNOVA INC (GEV) - 1.17% | TEXAS INSTRUMENTS INC (TXN) - 1.37% |
| #18 | INSMED INC (INSM) - 1.12% | KLA CORP (KLAC) - 1.21% |
| #19 | QUANTA SERVICES INC (PWR) - 1.07% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.16% |
| #20 | GILEAD SCIENCES INC (GILD) - 1.04% | ANALOG DEVICES INC (ADI) - 1.05% |
| #21 | 3M CO (MMM) - 0.99% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.21% |
| #22 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.93% | ROPER TECHNOLOGIES INC (ROP) - 0.20% |
| #23 | RTX CORP (RTX) - 0.92% | JABIL INC (JBL) - 0.19% |
| #24 | NETFLIX INC (NFLX) - 0.91% | FLEX LTD (FLEX) - 0.18% |
| #25 | NATERA INC (NTRA) - 0.89% | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 0.17% |
| Total Holdings | 120 | 251 |
JGRO vs IGM - Historical Returns
Returns include dividend reinvestment.
1M
JGRO
+9.28%
Winner
IGM
+18.51%
3M
JGRO
+11.23%
Winner
IGM
+24.96%
6M
JGRO
+6.15%
Winner
IGM
+21.38%
1Y
JGRO
+22.00%
Winner
IGM
+50.90%
5Y(CAGR)
JGRO
N/A
IGM
+21.27%
10Y(CAGR)
JGRO
N/A
IGM
+24.62%
Max(CAGR)
Winner
JGRO
+20.06%
IGM
+12.54%
JGRO vs IGM - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | JGRO | IGM |
|---|---|---|
| 2026 | +5.45% | +19.59% |
| 2025 | +14.51% | +26.55% |
| 2024 | +34.94% | +40.71% |
| 2023 | +38.76% | +60.79% |
| 2022 | -10.03% | -36.30% |
| 2021 | N/A | +27.74% |
| 2020 | N/A | +42.37% |
| 2019 | N/A | +40.83% |
| 2018 | N/A | +0.88% |
| 2017 | N/A | +36.21% |
| 2016 | N/A | +15.44% |
| 2015 | N/A | +9.72% |
| 2014 | N/A | +15.91% |
| 2013 | N/A | +30.12% |
| 2012 | N/A | +12.93% |
| 2011 | N/A | -2.46% |
| 2010 | N/A | +10.41% |
| 2009 | N/A | +56.01% |
| 2008 | N/A | -42.38% |
| 2007 | N/A | +15.95% |
| 2006 | N/A | +6.51% |
| 2005 | N/A | +2.73% |
| 2004 | N/A | +2.37% |
| 2003 | N/A | +46.02% |
| 2002 | N/A | -41.77% |
| 2001 | N/A | -4.99% |
JGRO vs IGM Drawdown Comparison
The maximum drawdown for JGRO was -22.70%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The current IGM drawdown is -0.45%.
| Rank | JGRO | IGM |
|---|---|---|
| #1 | -22.70% Jan 23, 2025 - Jun 27, 2025 | -65.59% May 22, 2001 - Feb 7, 2011 |
| #2 | -17.88% Aug 16, 2022 - May 26, 2023 | -40.68% Nov 19, 2021 - Dec 19, 2023 |
| #3 | -16.44% Oct 29, 2025 - May 13, 2026 | -30.18% Feb 19, 2020 - Jun 5, 2020 |
| #4 | -13.21% Jul 10, 2024 - Oct 11, 2024 | -26.38% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -11.56% Jul 18, 2023 - Nov 20, 2023 | -24.18% Aug 29, 2018 - Mar 21, 2019 |
| #6 | -7.53% Mar 22, 2024 - May 15, 2024 | -20.11% Feb 17, 2011 - Feb 3, 2012 |
| #7 | -5.03% Dec 16, 2024 - Jan 22, 2025 | -18.93% Mar 23, 2001 - Apr 18, 2001 |
| #8 | -3.41% Dec 28, 2023 - Jan 10, 2024 | -17.31% Dec 4, 2015 - Jul 12, 2016 |
| #9 | -3.31% Oct 8, 2025 - Oct 24, 2025 | -16.44% Oct 29, 2025 - Apr 16, 2026 |
| #10 | -3.03% Oct 29, 2024 - Nov 6, 2024 | -14.79% Jul 10, 2024 - Oct 14, 2024 |
| #11 | -2.99% Nov 12, 2024 - Dec 2, 2024 | -13.30% Apr 2, 2012 - Sep 14, 2012 |
| #12 | -2.66% Jun 15, 2023 - Jun 30, 2023 | -12.78% Sep 2, 2020 - Dec 1, 2020 |
| #13 | -2.65% Aug 12, 2025 - Sep 8, 2025 | -12.72% Jul 20, 2015 - Oct 23, 2015 |
| #14 | -2.48% Feb 9, 2024 - Feb 22, 2024 | -11.46% Apr 29, 2019 - Jul 3, 2019 |
| #15 | -2.31% Jan 29, 2024 - Feb 2, 2024 | -11.13% Sep 14, 2012 - Feb 1, 2013 |
Correlation
Correlation between JGRO and IGM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2004 - 2026)
JGRO vs IGM dividend yield comparison.
| Year | JGRO | IGM |
|---|---|---|
| 2026 | 0.00% | 0.03% |
| 2025 | 0.16% | 0.17% |
| 2024 | 0.10% | 0.22% |
| 2023 | 0.17% | 0.33% |
| 2022 | 0.16% | 0.66% |
| 2021 | 0.00% | 0.16% |
| 2020 | 0.00% | 0.32% |
| 2019 | 0.00% | 0.50% |
| 2018 | 0.00% | 0.57% |
| 2017 | 0.00% | 0.57% |
| 2016 | 0.00% | 0.90% |
| 2015 | 0.00% | 0.79% |
| 2014 | 0.00% | 0.88% |
| 2013 | 0.00% | 0.78% |
| 2012 | 0.00% | 0.94% |
| 2011 | 0.00% | 0.60% |
| 2010 | 0.00% | 0.41% |
| 2009 | 0.00% | 0.36% |
| 2008 | 0.00% | 0.58% |
| 2007 | 0.00% | 0.19% |
| 2006 | 0.00% | 0.08% |
| 2005 | 0.00% | 0.14% |
| 2004 | 0.00% | 0.70% |
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