JIRE vs SCHZ
Comparison between JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF) and SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF).
JIRE vs SCHZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JIRE
$9.90B
Winner
SCHZ
$10B
Expense Ratio
JIRE
0.24%
Winner
SCHZ
0.03%
Max Drawdown
Winner
JIRE
16.11%
SCHZ
24.30%
Sharpe Ratio
Winner
JIRE
1.28
SCHZ
0.35
5Y Beta
JIRE
0.73
Winner
SCHZ
0.04
5Y Dividends CAGR
JIRE
N/A
SCHZ
9.67%
JIRE vs SCHZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JIRE
+1.34%
SCHZ
+0.12%
3M
JIRE
-0.43%
Winner
SCHZ
+0.06%
6M
Winner
JIRE
+12.06%
SCHZ
+0.94%
1Y
Winner
JIRE
+25.24%
SCHZ
+5.58%
5Y(CAGR)
JIRE
N/A
SCHZ
+0.17%
10Y(CAGR)
JIRE
N/A
SCHZ
+1.58%
Max(CAGR)
Winner
JIRE
+17.27%
SCHZ
+2.13%
JIRE vs SCHZ - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | JIRE | SCHZ |
|---|---|---|
| 2026 | +6.59% | +0.64% |
| 2025 | +32.39% | +7.19% |
| 2024 | +4.20% | +1.72% |
| 2023 | +19.03% | +4.98% |
| 2022 | +5.72% | -12.55% |
| 2021 | N/A | -1.62% |
| 2020 | N/A | +7.24% |
| 2019 | N/A | +8.39% |
| 2018 | N/A | -0.16% |
| 2017 | N/A | +3.26% |
| 2016 | N/A | +2.13% |
| 2015 | N/A | +0.27% |
| 2014 | N/A | +6.09% |
| 2013 | N/A | -1.85% |
| 2012 | N/A | +3.78% |
| 2011 | N/A | +4.23% |
JIRE vs SCHZ Drawdown Comparison
The maximum drawdown for JIRE was -16.11%, occurring on Sep 27, 2022. Recovery took 76 trading sessions.
The maximum drawdown for SCHZ was -18.74%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current JIRE drawdown is -2.31%. The current SCHZ drawdown is -2.14%.
| Rank | JIRE | SCHZ |
|---|---|---|
| #1 | -16.11% Aug 12, 2022 - Nov 30, 2022 | -18.74% Aug 4, 2020 - Oct 24, 2022 |
| #2 | -13.61% Mar 19, 2025 - Apr 28, 2025 | -10.27% Mar 6, 2020 - May 22, 2020 |
| #3 | -11.77% Feb 25, 2026 - Mar 20, 2026 | -4.89% May 2, 2013 - May 9, 2014 |
| #4 | -11.08% Jul 28, 2023 - Dec 13, 2023 | -4.35% Jul 8, 2016 - Aug 29, 2017 |
| #5 | -10.57% Sep 26, 2024 - Mar 5, 2025 | -3.51% Sep 7, 2017 - Jan 31, 2019 |
| #6 | -7.63% Jul 12, 2024 - Aug 23, 2024 | -2.78% Apr 17, 2015 - Feb 8, 2016 |
| #7 | -7.02% Feb 1, 2023 - Apr 3, 2023 | -2.12% Sep 4, 2019 - Jan 21, 2020 |
| #8 | -5.67% Nov 12, 2025 - Dec 11, 2025 | -1.81% Feb 2, 2015 - Apr 15, 2015 |
| #9 | -5.18% Jun 24, 2022 - Jul 27, 2022 | -1.73% Sep 22, 2011 - Dec 14, 2011 |
| #10 | -4.79% Mar 27, 2024 - May 9, 2024 | -1.40% Jan 31, 2012 - Apr 23, 2012 |
| #11 | -4.63% Jul 23, 2025 - Aug 15, 2025 | -1.36% Aug 2, 2012 - Oct 1, 2012 |
| #12 | -4.26% Aug 30, 2024 - Sep 26, 2024 | -1.26% Dec 5, 2012 - Apr 5, 2013 |
| #13 | -4.08% Jun 15, 2023 - Jul 13, 2023 | -1.14% Aug 29, 2014 - Oct 7, 2014 |
| #14 | -3.92% Apr 24, 2023 - Jun 13, 2023 | -1.10% Aug 18, 2011 - Sep 2, 2011 |
| #15 | -3.64% Jun 6, 2024 - Jul 12, 2024 | -0.96% Oct 16, 2014 - Dec 12, 2014 |
Correlation
Correlation between JIRE and SCHZ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2011 - 2026)
JIRE vs SCHZ dividend yield comparison.
| Year | JIRE | SCHZ |
|---|---|---|
| 2026 | 0.00% | 1.38% |
| 2025 | 2.99% | 4.05% |
| 2024 | 3.03% | 3.96% |
| 2023 | 2.74% | 3.28% |
| 2022 | 2.62% | 2.63% |
| 2021 | 0.00% | 2.16% |
| 2020 | 0.00% | 2.43% |
| 2019 | 0.00% | 2.79% |
| 2018 | 0.00% | 2.56% |
| 2017 | 0.00% | 2.40% |
| 2016 | 0.00% | 2.24% |
| 2015 | 0.00% | 2.11% |
| 2014 | 0.00% | 2.03% |
| 2013 | 0.00% | 2.01% |
| 2012 | 0.00% | 2.04% |
| 2011 | 0.00% | 0.76% |
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