JIRE vs IJK

Comparison between JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF) and ISHARES S&P MID-CAP 400 GROWTH ETF (IJK, ETF).

JIRE vs IJK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JIRE(ETF)	IJK(ETF)
Net Assets	$9.90B	$9.90B
Expense Ratio	0.24%	0.17%
Max Drawdown	16.11%	54.57%
Sharpe Ratio	1.28	1.52
5Y Beta	0.73	1.07
P/E Ratio	N/A	30.24
Forward P/E	N/A	20.16
5Y Dividends CAGR	N/A	7.90%
5Y EPS CAGR	N/A	18.26%
Debt to Equity	N/A	49.04%
P/S Ratio	N/A	3.09
P/B Ratio	N/A	4.50

Net Assets

JIRE

$9.90B

IJK

$9.90B

Expense Ratio

JIRE

0.24%

Winner

IJK

0.17%

Max Drawdown

Winner

JIRE

16.11%

IJK

54.57%

Sharpe Ratio

JIRE

1.28

Winner

IJK

1.52

5Y Beta

Winner

JIRE

0.73

IJK

1.07

P/E Ratio

JIRE

N/A

IJK

30.24

Forward P/E

JIRE

N/A

IJK

20.16

5Y Dividends CAGR

JIRE

N/A

IJK

7.90%

5Y EPS CAGR

JIRE

N/A

IJK

18.26%

Debt to Equity

JIRE

N/A

IJK

49.04%

P/S Ratio

JIRE

N/A

IJK

3.09

P/B Ratio

JIRE

N/A

IJK

4.50

JIRE vs IJK - Holdings Comparison

JIRE and IJK have 1 common holdings. Overlap is -0.02%

JIRE's top 25 holdings weight is 32.98%. IJK's top 25 holdings weight is 30.27%.

Rank	JIRE	IJK
#1	ASML HOLDING NV (n/a) - 3.05%	TECHNIPFMC PLC (FTI) - 1.75%
#2	ASTRAZENECA PLC (n/a) - 2.23%	CASEY'S GENERAL STORES INC (CASY) - 1.67%
#3	SHELL PLC (n/a) - 1.55%	CURTISS-WRIGHT CORP (CW) - 1.56%
#4	SIEMENS AG (n/a) - 1.55%	FLEX LTD (FLEX) - 1.50%
#5	BANCO SANTANDER SA (n/a) - 1.52%	UNITED THERAPEUTICS CORP (UTHR) - 1.45%
#6	ROCHE HOLDING AG (n/a) - 1.47%	XPO INC (XPO) - 1.45%
#7	SAFRAN SA (n/a) - 1.40%	WOODWARD INC (WWD) - 1.36%
#8	NESTLE SA (n/a) - 1.39%	ROYAL GOLD INC (RGLD) - 1.27%
#9	ALLIANZ SE (n/a) - 1.36%	MASTEC INC (MTZ) - 1.25%
#10	NOVARTIS AG REGISTERED SHARES (n/a) - 1.32%	ATI INC (ATI) - 1.21%
#11	HSBC HOLDINGS PLC (n/a) - 1.31%	TWILIO INC CLASS A (TWLO) - 1.20%
#12	TOYOTA MOTOR CORP (n/a) - 1.26%	FABRINET (FN) - 1.20%
#13	UNICREDIT SPA (n/a) - 1.25%	CARPENTER TECHNOLOGY CORP (CRS) - 1.19%
#14	SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.19%	BWX TECHNOLOGIES INC (BWXT) - 1.19%
#15	ATLAS COPCO AB CLASS A (n/a) - 1.08%	EVERPURE INC CLASS A (PSTG) - 1.16%
#16	n/a (n/a) - 1.07%	NVENT ELECTRIC PLC (NVT) - 1.14%
#17	BARCLAYS PLC (n/a) - 1.07%	RB GLOBAL INC (RBA) - 1.10%
#18	AIR LIQUIDE SA (n/a) - 1.06%	RBC BEARINGS INC (RBC) - 1.05%
#19	RIO TINTO LTD (n/a) - 1.03%	ITT INC (ITT) - 1.01%
#20	BHP GROUP LTD (n/a) - 1.03%	TENET HEALTHCARE CORP (THC) - 1.01%
#21	HITACHI LTD (n/a) - 1.02%	API GROUP CORP (APG) - 0.98%
#22	ENGIE SA (n/a) - 0.99%	SOMNIGROUP INTERNATIONAL INC (SGI) - 0.94%
#23	DEUTSCHE TELEKOM AG (n/a) - 0.93%	MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.91%
#24	VOLVO AB CLASS B (n/a) - 0.93%	TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.89%
#25	SAP SE (n/a) - 0.92%	NEW YORK TIMES CO CLASS A (NYT) - 0.83%
Total Holdings	219	245

JIRE vs IJK - Historical Returns

Returns include dividend reinvestment.

Period	JIRE	IJK
1 month	+1.34%	+6.77%
3 months	-0.43%	+7.05%
6 months	+12.06%	+17.82%
1 year	+25.24%	+31.62%
5 years(CAGR)	N/A	+7.61%
10 years(CAGR)	N/A	+11.64%
Max(CAGR)	+17.27%	+8.70%

JIRE

+1.34%

Winner

IJK

+6.77%

JIRE

-0.43%

Winner

IJK

+7.05%

JIRE

+12.06%

Winner

IJK

+17.82%

JIRE

+25.24%

Winner

IJK

+31.62%

5Y(CAGR)

JIRE

N/A

IJK

+7.61%

10Y(CAGR)

JIRE

N/A

IJK

+11.64%

Max(CAGR)

Winner

JIRE

+17.27%

IJK

+8.70%

JIRE vs IJK - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	JIRE	IJK
2026	+6.59%	+14.68%
2025	+32.39%	+7.13%
2024	+4.20%	+16.51%
2023	+19.03%	+18.34%
2022	+5.72%	-18.96%
2021	N/A	+20.35%
2020	N/A	+21.93%
2019	N/A	+27.10%
2018	N/A	-11.46%
2017	N/A	+19.22%
2016	N/A	+16.58%
2015	N/A	+1.78%
2014	N/A	+8.56%
2013	N/A	+28.90%
2012	N/A	+16.30%
2011	N/A	-2.55%
2010	N/A	+28.48%
2009	N/A	+37.16%
2008	N/A	-36.84%
2007	N/A	+12.52%
2006	N/A	+4.12%
2005	N/A	+15.12%
2004	N/A	+13.84%
2003	N/A	+27.15%
2002	N/A	-18.87%
2001	N/A	-2.29%
2000	N/A	-2.70%

JIRE vs IJK Drawdown Comparison

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

The maximum drawdown for IJK was -54.47%, occurring on Nov 20, 2008. Recovery took 610 trading sessions.

The current JIRE drawdown is -2.31%. The current IJK drawdown is -0.69%.

Rank	JIRE	IJK
#1	-16.11% Aug 12, 2022 - Nov 30, 2022	-54.47% Jun 5, 2008 - Nov 4, 2010
#2	-13.61% Mar 19, 2025 - Apr 28, 2025	-46.34% Sep 1, 2000 - Nov 17, 2005
#3	-11.77% Feb 25, 2026 - Mar 20, 2026	-39.25% Feb 20, 2020 - Aug 12, 2020
#4	-11.08% Jul 28, 2023 - Dec 13, 2023	-29.23% Nov 16, 2021 - Feb 29, 2024
#5	-10.57% Sep 26, 2024 - Mar 5, 2025	-25.75% Jul 7, 2011 - Sep 13, 2012
#6	-7.63% Jul 12, 2024 - Aug 23, 2024	-25.63% Nov 25, 2024 - Dec 11, 2025
#7	-7.02% Feb 1, 2023 - Apr 3, 2023	-23.95% Sep 14, 2018 - Nov 27, 2019
#8	-5.67% Nov 12, 2025 - Dec 11, 2025	-18.46% Aug 17, 2015 - Jul 11, 2016
#9	-5.18% Jun 24, 2022 - Jul 27, 2022	-17.20% Oct 9, 2007 - Jun 5, 2008
#10	-4.79% Mar 27, 2024 - May 9, 2024	-13.98% May 8, 2006 - Jan 24, 2007
#11	-4.63% Jul 23, 2025 - Aug 15, 2025	-10.81% Jul 3, 2014 - Nov 10, 2014
#12	-4.26% Aug 30, 2024 - Sep 26, 2024	-10.36% Jul 13, 2007 - Oct 5, 2007
#13	-4.08% Jun 15, 2023 - Jul 13, 2023	-9.92% Mar 2, 2026 - Apr 17, 2026
#14	-3.92% Apr 24, 2023 - Jun 13, 2023	-9.77% Jan 26, 2018 - Jun 6, 2018
#15	-3.64% Jun 6, 2024 - Jul 12, 2024	-9.33% Jul 16, 2024 - Oct 14, 2024

Correlation

Correlation between JIRE and IJK is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2000 - 2026)

JIRE vs IJK dividend yield comparison.

Year	JIRE	IJK
2026	0.00%	0.09%
2025	2.99%	0.66%
2024	3.03%	0.79%
2023	2.74%	1.13%
2022	2.62%	1.08%
2021	0.00%	0.50%
2020	0.00%	0.70%
2019	0.00%	1.09%
2018	0.00%	1.13%
2017	0.00%	0.93%
2016	0.00%	1.15%
2015	0.00%	1.12%
2014	0.00%	0.91%
2013	0.00%	0.88%
2012	0.00%	0.99%
2011	0.00%	0.66%
2010	0.00%	0.57%
2009	0.00%	0.61%
2008	0.00%	0.80%
2007	0.00%	0.80%
2006	0.00%	0.38%
2005	0.00%	0.58%
2004	0.00%	0.43%
2003	0.00%	0.35%
2002	0.00%	0.26%
2001	0.00%	0.10%
2000	0.00%	0.38%