JIRE vs VDE
Comparison between JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF) and VANGUARD ENERGY INDEX FUND ETF SHARES (VDE, ETF).
JIRE vs VDE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JIRE
$11B
VDE
$11B
Expense Ratio
JIRE
0.24%
Winner
VDE
0.09%
Max Drawdown
Winner
JIRE
16.11%
VDE
78.51%
Sharpe Ratio
JIRE
1.06
Winner
VDE
1.57
5Y Beta
JIRE
0.74
Winner
VDE
0.54
P/E Ratio
JIRE
N/A
VDE
27.84
Forward P/E
JIRE
N/A
VDE
12.87
5Y Dividends CAGR
JIRE
N/A
VDE
14.69%
5Y EPS CAGR
JIRE
N/A
VDE
20.00%
P/S Ratio
JIRE
N/A
VDE
1.57
P/B Ratio
JIRE
N/A
VDE
2.34
JIRE vs VDE - Holdings Comparison
JIRE and VDE have 1 common holdings. Overlap is 0.00%
JIRE's top 25 holdings weight is 33.39%. VDE's top 25 holdings weight is 85.37%.
| Rank | JIRE | VDE |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 3.79% | EXXONMOBIL HOLDINGS CORP (XOM) - 21.52% |
| #2 | SIEMENS AG (n/a) - 1.70% | CHEVRON CORP (CVX) - 13.43% |
| #3 | ASTRAZENECA PLC (AZN:XLON) - 1.67% | CONOCOPHILLIPS (COP) - 5.48% |
| #4 | ALLIANZ SE (n/a) - 1.47% | WILLIAMS COMPANIES INC (WMB) - 3.95% |
| #5 | SHELL PLC (n/a) - 1.46% | VALERO ENERGY CORP (VLO) - 3.48% |
| #6 | HSBC HOLDINGS PLC (n/a) - 1.46% | MARATHON PETROLEUM CORP (MPC) - 3.36% |
| #7 | NESTLE SA (n/a) - 1.40% | SLB LTD (SLB) - 3.09% |
| #8 | TOKYO ELECTRON LTD (n/a) - 1.39% | EOG RESOURCES INC (EOG) - 3.09% |
| #9 | UNICREDIT SPA (n/a) - 1.34% | PHILLIPS 66 (PSX) - 2.98% |
| #10 | BANCO SANTANDER SA (n/a) - 1.32% | KINDER MORGAN INC CLASS P (KMI) - 2.71% |
| #11 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.26% | TARGA RESOURCES CORP (TRGP) - 2.52% |
| #12 | SAFRAN SA (n/a) - 1.25% | ONEOK INC (OKE) - 2.39% |
| #13 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.23% | BAKER HUGHES CO CLASS A (BKR) - 2.39% |
| #14 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.19% | CHENIERE ENERGY INC (LNG) - 2.21% |
| #15 | BHP GROUP LTD (n/a) - 1.18% | DEVON ENERGY CORP (DVN) - 2.04% |
| #16 | AIR LIQUIDE SA (n/a) - 1.17% | DIAMONDBACK ENERGY INC (FANG) - 1.45% |
| #17 | BARCLAYS PLC (n/a) - 1.14% | EQT CORP (EQT) - 1.45% |
| #18 | IBERDROLA SA (n/a) - 1.13% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.41% |
| #19 | TOYOTA MOTOR CORP (n/a) - 1.06% | HALLIBURTON CO (HAL) - 1.28% |
| #20 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.01% | TECHNIPFMC PLC (FTI) - 1.23% |
| #21 | ATLAS COPCO AB CLASS A (n/a) - 0.98% | TEXAS PACIFIC LAND CORP (TPL) - 0.98% |
| #22 | HITACHI LTD (n/a) - 0.96% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.97% |
| #23 | INFINEON TECHNOLOGIES AG (n/a) - 0.95% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.68% |
| #24 | SOCIETE GENERALE SA (n/a) - 0.94% | OVINTIV INC (OVV) - 0.68% |
| #25 | n/a (n/a) - 0.94% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.60% |
| Total Holdings | 208 | 118 |
JIRE vs VDE - Historical Returns
Returns include dividend reinvestment.
1M
JIRE
-0.36%
Winner
VDE
+8.39%
3M
JIRE
+4.26%
Winner
VDE
+5.02%
6M
JIRE
+6.83%
Winner
VDE
+21.72%
1Y
JIRE
+20.87%
Winner
VDE
+42.81%
5Y(CAGR)
JIRE
+16.93%
Winner
VDE
+23.23%
10Y(CAGR)
JIRE
N/A
VDE
+9.47%
Max(CAGR)
Winner
JIRE
+16.93%
VDE
+8.30%
JIRE vs VDE - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | JIRE | VDE |
|---|---|---|
| 2026 | +8.76% | +30.26% |
| 2025 | +32.39% | +5.79% |
| 2024 | +4.20% | +5.70% |
| 2023 | +19.03% | +4.13% |
| 2022 | +5.72% | +57.80% |
| 2021 | N/A | +55.40% |
| 2020 | N/A | -33.63% |
| 2019 | N/A | +6.90% |
| 2018 | N/A | -21.37% |
| 2017 | N/A | -3.64% |
| 2016 | N/A | +29.21% |
| 2015 | N/A | -23.61% |
| 2014 | N/A | -8.64% |
| 2013 | N/A | +22.95% |
| 2012 | N/A | +0.65% |
| 2011 | N/A | +1.84% |
| 2010 | N/A | +17.40% |
| 2009 | N/A | +18.68% |
| 2008 | N/A | -40.08% |
| 2007 | N/A | +40.01% |
| 2006 | N/A | +14.00% |
| 2005 | N/A | +44.17% |
| 2004 | N/A | +5.32% |
JIRE vs VDE Drawdown Comparison
The maximum drawdown for JIRE was -16.11%, occurring on Sep 27, 2022. Recovery took 76 trading sessions.
The maximum drawdown for VDE was -74.23%, occurring on Mar 18, 2020. Recovery took 1964 trading sessions.
The current JIRE drawdown is -1.36%. The current VDE drawdown is -5.82%.
| Rank | JIRE | VDE |
|---|---|---|
| #1 | -16.11% Aug 12, 2022 - Nov 30, 2022 | -74.23% Jun 23, 2014 - Apr 8, 2022 |
| #2 | -13.61% Mar 19, 2025 - Apr 28, 2025 | -58.18% May 20, 2008 - Sep 11, 2013 |
| #3 | -11.77% Feb 25, 2026 - Jun 22, 2026 | -26.56% Jun 7, 2022 - Nov 1, 2022 |
| #4 | -11.08% Jul 28, 2023 - Dec 13, 2023 | -21.39% Nov 22, 2024 - Jan 5, 2026 |
| #5 | -10.57% Sep 26, 2024 - Mar 5, 2025 | -18.53% Nov 15, 2022 - Sep 8, 2023 |
| #6 | -7.63% Jul 12, 2024 - Aug 23, 2024 | -16.76% May 10, 2006 - Nov 29, 2006 |
| #7 | -7.02% Feb 1, 2023 - Apr 3, 2023 | -15.93% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -5.67% Nov 12, 2025 - Dec 11, 2025 | -15.87% Sep 29, 2005 - Jan 13, 2006 |
| #9 | -5.18% Jun 24, 2022 - Jul 27, 2022 | -15.10% Mar 4, 2005 - Jun 17, 2005 |
| #10 | -4.79% Mar 27, 2024 - May 9, 2024 | -15.03% Mar 27, 2026 - Jul 1, 2026 |
| #11 | -4.63% Jul 23, 2025 - Aug 15, 2025 | -13.45% Apr 5, 2024 - Nov 20, 2024 |
| #12 | -4.26% Aug 30, 2024 - Sep 26, 2024 | -13.03% Sep 14, 2023 - Mar 19, 2024 |
| #13 | -4.08% Jun 15, 2023 - Jul 13, 2023 | -12.74% Dec 14, 2006 - Apr 4, 2007 |
| #14 | -3.92% Apr 24, 2023 - Jun 13, 2023 | -12.51% Jul 19, 2007 - Sep 18, 2007 |
| #15 | -3.64% Jun 6, 2024 - Jul 12, 2024 | -11.56% Jan 30, 2006 - Apr 18, 2006 |
Correlation
Correlation between JIRE and VDE is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2004 - 2026)
JIRE vs VDE dividend yield comparison.
| Year | JIRE | VDE |
|---|---|---|
| 2026 | 0.00% | 1.21% |
| 2025 | 2.99% | 3.11% |
| 2024 | 3.03% | 3.23% |
| 2023 | 2.74% | 3.34% |
| 2022 | 2.62% | 3.65% |
| 2021 | 0.00% | 4.13% |
| 2020 | 0.00% | 4.76% |
| 2019 | 0.00% | 3.42% |
| 2018 | 0.00% | 3.35% |
| 2017 | 0.00% | 2.90% |
| 2016 | 0.00% | 2.31% |
| 2015 | 0.00% | 3.17% |
| 2014 | 0.00% | 1.98% |
| 2013 | 0.00% | 1.74% |
| 2012 | 0.00% | 1.95% |
| 2011 | 0.00% | 1.60% |
| 2010 | 0.00% | 1.25% |
| 2009 | 0.00% | 1.43% |
| 2008 | 0.00% | 1.76% |
| 2007 | 0.00% | 0.83% |
| 2006 | 0.00% | 1.09% |
| 2005 | 0.00% | 0.97% |
| 2004 | 0.00% | 0.41% |
Select Stocks to Compare
Popular: JIRE vs SPYVDE vs SPY
More Comparisons
Compare with similar stocks