JIRE vs IAGG

Comparison between JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF) and ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF).

JIRE vs IAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JIRE(ETF)	IAGG(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.24%	0.07%
Max Drawdown	16.11%	15.86%
Sharpe Ratio	1.17	-0.66
5Y Beta	0.74	0.04
5Y Dividends CAGR	N/A	36.14%

Net Assets

JIRE

$11B

IAGG

$11B

Expense Ratio

JIRE

0.24%

Winner

IAGG

0.07%

Max Drawdown

JIRE

16.11%

Winner

IAGG

15.86%

Sharpe Ratio

Winner

JIRE

1.17

IAGG

-0.66

5Y Beta

JIRE

0.74

Winner

IAGG

0.04

5Y Dividends CAGR

JIRE

N/A

IAGG

36.14%

JIRE vs IAGG - Historical Returns

Returns include dividend reinvestment.

Period	JIRE	IAGG
1 month	+3.34%	-0.18%
3 months	+5.88%	+0.63%
6 months	+4.99%	+0.39%
1 year	+23.81%	+2.02%
5 years(CAGR)	+17.65%	+0.85%
10 years(CAGR)	N/A	+1.91%
Max(CAGR)	+17.65%	+2.46%

Winner

JIRE

+3.34%

IAGG

-0.18%

Winner

JIRE

+5.88%

IAGG

+0.63%

Winner

JIRE

+4.99%

IAGG

+0.39%

Winner

JIRE

+23.81%

IAGG

+2.02%

5Y(CAGR)

Winner

JIRE

+17.65%

IAGG

+0.85%

10Y(CAGR)

JIRE

N/A

IAGG

+1.91%

Max(CAGR)

Winner

JIRE

+17.65%

IAGG

+2.46%

JIRE vs IAGG - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	JIRE	IAGG
2026	+12.55%	+1.13%
2025	+32.39%	+3.18%
2024	+4.20%	+4.89%
2023	+19.03%	+7.70%
2022	+5.72%	-10.50%
2021	N/A	-1.82%
2020	N/A	+4.29%
2019	N/A	+7.93%
2018	N/A	+3.24%
2017	N/A	+2.38%
2016	N/A	+4.91%
2015	N/A	-0.09%

JIRE vs IAGG Drawdown Comparison

The maximum drawdown for JIRE was -16.11%, occurring on Sep 27, 2022. Recovery took 76 trading sessions.

The maximum drawdown for IAGG was -13.88%, occurring on Oct 14, 2022. Recovery took 1027 trading sessions.

The current JIRE drawdown is -0.42%. The current IAGG drawdown is -0.70%.

Rank	JIRE	IAGG
#1	-16.11% Aug 12, 2022 - Nov 30, 2022	-13.88% Dec 31, 2020 - Feb 4, 2025
#2	-13.61% Mar 19, 2025 - Apr 28, 2025	-5.93% Mar 9, 2020 - Jul 30, 2020
#3	-11.77% Feb 25, 2026 - Jun 22, 2026	-3.93% Sep 7, 2016 - Oct 31, 2017
#4	-11.08% Jul 28, 2023 - Dec 13, 2023	-3.70% Dec 8, 2017 - Dec 18, 2018
#5	-10.57% Sep 26, 2024 - Mar 5, 2025	-2.32% Feb 27, 2026 - Mar 27, 2026
#6	-7.63% Jul 12, 2024 - Aug 23, 2024	-2.07% Aug 28, 2019 - Jan 29, 2020
#7	-7.02% Feb 1, 2023 - Apr 3, 2023	-1.67% Feb 28, 2025 - Apr 16, 2025
#8	-5.67% Nov 12, 2025 - Dec 11, 2025	-1.04% Dec 2, 2015 - Jan 14, 2016
#9	-5.18% Jun 24, 2022 - Jul 27, 2022	-0.94% Aug 4, 2020 - Sep 29, 2020
#10	-4.79% Mar 27, 2024 - May 9, 2024	-0.85% Apr 30, 2025 - May 30, 2025
#11	-4.63% Jul 23, 2025 - Aug 15, 2025	-0.83% Apr 5, 2016 - May 11, 2016
#12	-4.26% Aug 30, 2024 - Sep 26, 2024	-0.80% Jun 16, 2016 - Jun 27, 2016
#13	-4.08% Jun 15, 2023 - Jul 13, 2023	-0.75% Jul 3, 2019 - Jul 18, 2019
#14	-3.92% Apr 24, 2023 - Jun 13, 2023	-0.73% Feb 5, 2025 - Feb 28, 2025
#15	-3.64% Jun 6, 2024 - Jul 12, 2024	-0.71% Mar 28, 2019 - Apr 30, 2019

Correlation

Correlation between JIRE and IAGG is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2015 - 2026)

JIRE vs IAGG dividend yield comparison.

Year	JIRE	IAGG
2026	0.00%	1.43%
2025	2.99%	3.08%
2024	3.03%	4.28%
2023	2.74%	3.55%
2022	2.62%	2.27%
2021	0.00%	1.16%
2020	0.00%	1.95%
2019	0.00%	2.82%
2018	0.00%	3.02%
2017	0.00%	1.74%
2016	0.00%	1.56%
2015	0.00%	0.13%