JIRE vs IGM
Comparison between JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF) and ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF).
JIRE vs IGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JIRE
$11B
Winner
IGM
$11B
Expense Ratio
Winner
JIRE
0.24%
IGM
0.39%
Max Drawdown
Winner
JIRE
16.11%
IGM
65.59%
Sharpe Ratio
JIRE
0.90
Winner
IGM
1.88
5Y Beta
Winner
JIRE
0.73
IGM
1.41
P/E Ratio
JIRE
N/A
IGM
40.59
Forward P/E
JIRE
N/A
IGM
22.71
5Y Dividends CAGR
JIRE
N/A
IGM
6.80%
5Y EPS CAGR
JIRE
N/A
IGM
30.54%
Debt to Equity
JIRE
N/A
IGM
38.92%
P/S Ratio
JIRE
N/A
IGM
7.06
P/B Ratio
JIRE
N/A
IGM
8.90
JIRE vs IGM - Holdings Comparison
JIRE and IGM have 1 common holdings. Overlap is 0.00%
JIRE's top 25 holdings weight is 33.37%. IGM's top 25 holdings weight is 74.00%.
| Rank | JIRE | IGM |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 3.71% | BROADCOM INC (AVGO) - 8.49% |
| #2 | ASTRAZENECA PLC (AZN:XLON) - 1.92% | NVIDIA CORP (NVDA) - 7.61% |
| #3 | SIEMENS AG (n/a) - 1.82% | APPLE INC (AAPL) - 7.41% |
| #4 | SHELL PLC (n/a) - 1.52% | MICROSOFT CORP (MSFT) - 7.17% |
| #5 | HSBC HOLDINGS PLC (n/a) - 1.47% | MICRON TECHNOLOGY INC (MU) - 5.38% |
| #6 | INFINEON TECHNOLOGIES AG (n/a) - 1.44% | ALPHABET INC CLASS A (GOOGL) - 4.27% |
| #7 | ALLIANZ SE (n/a) - 1.37% | ADVANCED MICRO DEVICES INC (AMD) - 3.84% |
| #8 | NESTLE SA (n/a) - 1.36% | ALPHABET INC CLASS C (GOOG) - 3.39% |
| #9 | BHP GROUP LTD (n/a) - 1.32% | META PLATFORMS INC CLASS A (META) - 3.06% |
| #10 | UNICREDIT SPA (n/a) - 1.28% | INTEL CORP (INTC) - 2.37% |
| #11 | BANCO SANTANDER SA (n/a) - 1.24% | CISCO SYSTEMS INC (CSCO) - 2.21% |
| #12 | SAFRAN SA (n/a) - 1.23% | ORACLE CORP (ORCL) - 1.94% |
| #13 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.23% | LAM RESEARCH CORP (LRCX) - 1.83% |
| #14 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.15% | n/a (PLTR) - 1.70% |
| #15 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.11% | APPLIED MATERIALS INC (AMAT) - 1.68% |
| #16 | AIR LIQUIDE SA (n/a) - 1.09% | NETFLIX INC (NFLX) - 1.67% |
| #17 | TOYOTA MOTOR CORP (n/a) - 1.09% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.38% |
| #18 | TOKYO ELECTRON LTD (n/a) - 1.09% | TEXAS INSTRUMENTS INC (TXN) - 1.23% |
| #19 | BARCLAYS PLC (n/a) - 1.07% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.20% |
| #20 | HITACHI LTD (n/a) - 1.06% | KLA CORP (KLAC) - 1.17% |
| #21 | RIO TINTO LTD (n/a) - 1.05% | QUALCOMM INC (QCOM) - 1.13% |
| #22 | ATLAS COPCO AB CLASS A (n/a) - 1.00% | PALO ALTO NETWORKS INC (PANW) - 1.12% |
| #23 | ENGIE SA (n/a) - 0.92% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.93% |
| #24 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.92% | ANALOG DEVICES INC (ADI) - 0.91% |
| #25 | n/a (n/a) - 0.91% | SALESFORCE INC (CRM) - 0.91% |
| Total Holdings | 215 | 292 |
JIRE vs IGM - Historical Returns
Returns include dividend reinvestment.
1M
JIRE
-0.99%
Winner
IGM
+1.61%
3M
JIRE
+3.54%
Winner
IGM
+25.33%
6M
JIRE
+9.67%
Winner
IGM
+17.52%
1Y
JIRE
+17.92%
Winner
IGM
+47.33%
5Y(CAGR)
JIRE
N/A
IGM
+20.06%
10Y(CAGR)
JIRE
N/A
IGM
+24.14%
Max(CAGR)
Winner
JIRE
+16.57%
IGM
+12.56%
JIRE vs IGM - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | JIRE | IGM |
|---|---|---|
| 2026 | +5.54% | +21.30% |
| 2025 | +32.39% | +26.55% |
| 2024 | +4.20% | +40.71% |
| 2023 | +19.03% | +60.79% |
| 2022 | +5.72% | -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% |
JIRE vs IGM Drawdown Comparison
The maximum drawdown for JIRE was -16.11%, occurring on Sep 27, 2022. Recovery took 76 trading sessions.
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The current JIRE drawdown is -3.27%. The current IGM drawdown is -8.26%.
| Rank | JIRE | IGM |
|---|---|---|
| #1 | -16.11% Aug 12, 2022 - Nov 30, 2022 | -65.59% May 22, 2001 - Feb 7, 2011 |
| #2 | -13.61% Mar 19, 2025 - Apr 28, 2025 | -40.68% Nov 19, 2021 - Dec 19, 2023 |
| #3 | -11.77% Feb 25, 2026 - Mar 20, 2026 | -30.18% Feb 19, 2020 - Jun 5, 2020 |
| #4 | -11.08% Jul 28, 2023 - Dec 13, 2023 | -26.38% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -10.57% Sep 26, 2024 - Mar 5, 2025 | -24.18% Aug 29, 2018 - Mar 21, 2019 |
| #6 | -7.63% Jul 12, 2024 - Aug 23, 2024 | -20.11% Feb 17, 2011 - Feb 3, 2012 |
| #7 | -7.02% Feb 1, 2023 - Apr 3, 2023 | -18.93% Mar 23, 2001 - Apr 18, 2001 |
| #8 | -5.67% Nov 12, 2025 - Dec 11, 2025 | -17.31% Dec 4, 2015 - Jul 12, 2016 |
| #9 | -5.18% Jun 24, 2022 - Jul 27, 2022 | -16.44% Oct 29, 2025 - Apr 16, 2026 |
| #10 | -4.79% Mar 27, 2024 - May 9, 2024 | -14.79% Jul 10, 2024 - Oct 14, 2024 |
| #11 | -4.63% Jul 23, 2025 - Aug 15, 2025 | -13.30% Apr 2, 2012 - Sep 14, 2012 |
| #12 | -4.26% Aug 30, 2024 - Sep 26, 2024 | -12.78% Sep 2, 2020 - Dec 1, 2020 |
| #13 | -4.08% Jun 15, 2023 - Jul 13, 2023 | -12.72% Jul 20, 2015 - Oct 23, 2015 |
| #14 | -3.92% Apr 24, 2023 - Jun 13, 2023 | -11.46% Apr 29, 2019 - Jul 3, 2019 |
| #15 | -3.64% Jun 6, 2024 - Jul 12, 2024 | -11.13% Sep 14, 2012 - Feb 1, 2013 |
Correlation
Correlation between JIRE and IGM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2004 - 2026)
JIRE vs IGM dividend yield comparison.
| Year | JIRE | IGM |
|---|---|---|
| 2026 | 0.00% | 0.03% |
| 2025 | 2.99% | 0.17% |
| 2024 | 3.03% | 0.22% |
| 2023 | 2.74% | 0.33% |
| 2022 | 2.62% | 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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