JIRE vs PBUS
Comparison between JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF) and INVESCO MSCI USA ETF (PBUS, ETF).
JIRE vs PBUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JIRE
$11B
Winner
PBUS
$11B
Expense Ratio
JIRE
0.24%
Winner
PBUS
0.04%
Max Drawdown
Winner
JIRE
16.11%
PBUS
33.60%
Sharpe Ratio
JIRE
1.06
Winner
PBUS
1.21
5Y Beta
Winner
JIRE
0.74
PBUS
0.98
P/E Ratio
JIRE
N/A
PBUS
29.17
Forward P/E
JIRE
N/A
PBUS
21.31
5Y Dividends CAGR
JIRE
N/A
PBUS
11.88%
5Y EPS CAGR
JIRE
N/A
PBUS
25.43%
Debt to Equity
JIRE
N/A
PBUS
32.84%
P/S Ratio
JIRE
N/A
PBUS
3.81
P/B Ratio
JIRE
N/A
PBUS
5.72
JIRE vs PBUS - Holdings Comparison
JIRE and PBUS have 1 common holdings. Overlap is 0.00%
JIRE's top 25 holdings weight is 33.39%. PBUS's top 25 holdings weight is 50.55%.
| Rank | JIRE | PBUS |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 3.79% | NVIDIA CORP (NVDA) - 7.52% |
| #2 | SIEMENS AG (n/a) - 1.70% | APPLE INC (AAPL) - 7.37% |
| #3 | ASTRAZENECA PLC (AZN:XLON) - 1.67% | MICROSOFT CORP (MSFT) - 4.28% |
| #4 | ALLIANZ SE (n/a) - 1.47% | AMAZON.COM INC (AMZN) - 3.78% |
| #5 | SHELL PLC (n/a) - 1.46% | ALPHABET INC CLASS A (GOOGL) - 3.31% |
| #6 | HSBC HOLDINGS PLC (n/a) - 1.46% | BROADCOM INC (AVGO) - 2.72% |
| #7 | NESTLE SA (n/a) - 1.40% | ALPHABET INC CLASS C (GOOG) - 2.62% |
| #8 | TOKYO ELECTRON LTD (n/a) - 1.39% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | UNICREDIT SPA (n/a) - 1.34% | TESLA INC (TSLA) - 1.70% |
| #10 | BANCO SANTANDER SA (n/a) - 1.32% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.26% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #12 | SAFRAN SA (n/a) - 1.25% | ELI LILLY AND CO (LLY) - 1.42% |
| #13 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.23% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #14 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.19% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.04% |
| #15 | BHP GROUP LTD (n/a) - 1.18% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | AIR LIQUIDE SA (n/a) - 1.17% | VISA INC CLASS A (V) - 0.91% |
| #17 | BARCLAYS PLC (n/a) - 1.14% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #18 | IBERDROLA SA (n/a) - 1.13% | WALMART INC (WMT) - 0.76% |
| #19 | TOYOTA MOTOR CORP (n/a) - 1.06% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #20 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.01% | INTEL CORP (INTC) - 0.69% |
| #21 | ATLAS COPCO AB CLASS A (n/a) - 0.98% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | HITACHI LTD (n/a) - 0.96% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #23 | INFINEON TECHNOLOGIES AG (n/a) - 0.95% | ABBVIE INC (ABBV) - 0.66% |
| #24 | SOCIETE GENERALE SA (n/a) - 0.94% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | n/a (n/a) - 0.94% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 208 | 531 |
JIRE vs PBUS - Historical Returns
Returns include dividend reinvestment.
1M
JIRE
-0.36%
Winner
PBUS
+0.60%
3M
JIRE
+4.26%
Winner
PBUS
+6.69%
6M
JIRE
+6.83%
Winner
PBUS
+9.79%
1Y
Winner
JIRE
+20.87%
PBUS
+20.09%
5Y(CAGR)
Winner
JIRE
+16.93%
PBUS
+12.58%
10Y(CAGR)
JIRE
N/A
PBUS
+15.01%
Max(CAGR)
Winner
JIRE
+16.93%
PBUS
+15.01%
JIRE vs PBUS - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | JIRE | PBUS |
|---|---|---|
| 2026 | +8.76% | +10.04% |
| 2025 | +32.39% | +17.87% |
| 2024 | +4.20% | +25.98% |
| 2023 | +19.03% | +27.76% |
| 2022 | +5.72% | -19.92% |
| 2021 | N/A | +28.64% |
| 2020 | N/A | +20.46% |
| 2019 | N/A | +30.96% |
| 2018 | N/A | -4.76% |
| 2017 | N/A | +7.13% |
JIRE vs PBUS Drawdown Comparison
The maximum drawdown for JIRE was -16.11%, occurring on Sep 27, 2022. Recovery took 76 trading sessions.
The maximum drawdown for PBUS was -33.15%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The current JIRE drawdown is -1.36%. The current PBUS drawdown is -1.11%.
| Rank | JIRE | PBUS |
|---|---|---|
| #1 | -16.11% Aug 12, 2022 - Nov 30, 2022 | -33.15% Feb 19, 2020 - Aug 5, 2020 |
| #2 | -13.61% Mar 19, 2025 - Apr 28, 2025 | -25.41% Dec 27, 2021 - Dec 13, 2023 |
| #3 | -11.77% Feb 25, 2026 - Jun 22, 2026 | -19.07% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -11.08% Jul 28, 2023 - Dec 13, 2023 | -18.93% Sep 26, 2018 - Apr 5, 2019 |
| #5 | -10.57% Sep 26, 2024 - Mar 5, 2025 | -10.09% Jan 23, 2018 - Aug 16, 2018 |
| #6 | -7.63% Jul 12, 2024 - Aug 23, 2024 | -9.67% Sep 2, 2020 - Nov 13, 2020 |
| #7 | -7.02% Feb 1, 2023 - Apr 3, 2023 | -9.03% Jan 12, 2026 - Apr 15, 2026 |
| #8 | -5.67% Nov 12, 2025 - Dec 11, 2025 | -8.48% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -5.18% Jun 24, 2022 - Jul 27, 2022 | -7.31% Apr 29, 2019 - Jun 24, 2019 |
| #10 | -4.79% Mar 27, 2024 - May 9, 2024 | -6.28% Jul 26, 2019 - Oct 28, 2019 |
| #11 | -4.63% Jul 23, 2025 - Aug 15, 2025 | -5.48% Mar 28, 2024 - May 14, 2024 |
| #12 | -4.26% Aug 30, 2024 - Sep 26, 2024 | -5.41% Sep 3, 2021 - Oct 20, 2021 |
| #13 | -4.08% Jun 15, 2023 - Jul 13, 2023 | -5.28% Feb 12, 2021 - Mar 15, 2021 |
| #14 | -3.92% Apr 24, 2023 - Jun 13, 2023 | -5.26% Oct 29, 2025 - Dec 11, 2025 |
| #15 | -3.64% Jun 6, 2024 - Jul 12, 2024 | -4.57% Nov 18, 2021 - Dec 23, 2021 |
Correlation
Correlation between JIRE and PBUS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2017 - 2026)
JIRE vs PBUS dividend yield comparison.
| Year | JIRE | PBUS |
|---|---|---|
| 2026 | 0.00% | 0.53% |
| 2025 | 2.99% | 1.05% |
| 2024 | 3.03% | 1.20% |
| 2023 | 2.74% | 1.36% |
| 2022 | 2.62% | 1.71% |
| 2021 | 0.00% | 0.98% |
| 2020 | 0.00% | 1.35% |
| 2019 | 0.00% | 1.53% |
| 2018 | 0.00% | 2.33% |
| 2017 | 0.00% | 0.50% |
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