JPEM vs IEZ
Comparison between JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF (JPEM, ETF) and ISHARES U.S. OIL EQUIPMENT & SERVICES ETF (IEZ, ETF).
5-Year PerformanceIEZ has outperformed JPEM, delivering a return of +16.4% compared to +6.7%
JPEM vs IEZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JPEM
$378M
IEZ
$377M
Expense Ratio
JPEM
0.44%
Winner
IEZ
0.38%
Max Drawdown
Winner
JPEM
43.82%
IEZ
93.51%
Sharpe Ratio
JPEM
1.01
Winner
IEZ
1.69
5Y Beta
Winner
JPEM
0.54
IEZ
1.12
P/E Ratio
JPEM
N/A
IEZ
4.00
Forward P/E
JPEM
N/A
IEZ
17.38
5Y Dividends CAGR
JPEM
9.36%
Winner
IEZ
15.85%
Debt to Equity
JPEM
N/A
IEZ
44.00%
P/S Ratio
JPEM
N/A
IEZ
1.72
P/B Ratio
JPEM
N/A
IEZ
2.29
JPEM vs IEZ - Holdings Comparison
JPEM and IEZ have 1 common holdings. Overlap is -0.01%
JPEM's top 25 holdings weight is 20.00%. IEZ's top 25 holdings weight is 96.87%.
| Rank | JPEM | IEZ |
|---|---|---|
| #1 | n/a (n/a) - 2.04% | BAKER HUGHES CO CLASS A (BKR) - 22.17% |
| #2 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.55% | SLB LTD (SLB) - 21.09% |
| #3 | VALE SA (n/a) - 1.07% | TECHNIPFMC PLC (FTI) - 4.83% |
| #4 | n/a (n/a) - 1.02% | HALLIBURTON CO (HAL) - 4.31% |
| #5 | BANK OF CHINA LTD CLASS H (n/a) - 0.94% | KODIAK GAS SERVICES INC (KGS) - 4.15% |
| #6 | MEDIATEK INC (n/a) - 0.90% | ARCHROCK INC (AROC) - 3.97% |
| #7 | ANGLOGOLD ASHANTI PLC (AU) - 0.88% | NOV INC (NOV) - 3.80% |
| #8 | NASPERS LTD CLASS N (n/a) - 0.87% | WEATHERFORD INTERNATIONAL PLC ORDINARY SHARES NEW (WFRD) - 3.38% |
| #9 | n/a (n/a) - 0.83% | TRANSOCEAN LTD (RIG) - 2.86% |
| #10 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.80% | VALARIS LTD (VAL) - 2.73% |
| #11 | OTP BANK PLC (n/a) - 0.78% | NOBLE CORP PLC CLASS A (NE) - 2.73% |
| #12 | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 0.75% | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 2.36% |
| #13 | n/a (n/a) - 0.73% | LIBERTY ENERGY INC CLASS A (LBRT) - 2.32% |
| #14 | ACCTON TECHNOLOGY CORP (n/a) - 0.71% | OCEANEERING INTERNATIONAL INC (OII) - 2.30% |
| #15 | MTN GROUP LTD (n/a) - 0.63% | CACTUS INC CLASS A (WHD) - 1.98% |
| #16 | YUANTA FINANCIAL HOLDINGS CO LTD (n/a) - 0.59% | HELMERICH & PAYNE INC (HP) - 1.81% |
| #17 | n/a (n/a) - 0.58% | TIDEWATER INC (TDW) - 1.81% |
| #18 | SAUDI TELECOM CO (n/a) - 0.57% | PATTERSON-UTI ENERGY INC (PTEN) - 1.73% |
| #19 | INFOSYS LTD (n/a) - 0.55% | SEADRILL LTD (SDRL) - 1.42% |
| #20 | n/a (n/a) - 0.55% | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 1.31% |
| #21 | EMAAR PROPERTIES PJSC (n/a) - 0.54% | EXPRO GROUP HOLDINGS NV (XPRO) - 0.84% |
| #22 | BANK BRADESCO SA PARTICIPATING PREFERRED (n/a) - 0.54% | TETRA TECHNOLOGIES INC (TTI) - 0.81% |
| #23 | CEMEX SAB DE CV (n/a) - 0.53% | PROPETRO HOLDING CORP (PUMP) - 0.77% |
| #24 | KING SLIDE WORKS CO LTD (n/a) - 0.53% | ATLAS ENERGY SOLUTIONS INC CLASS A (AESI) - 0.71% |
| #25 | HINDUSTAN UNILEVER LTD (n/a) - 0.52% | HELIX ENERGY SOLUTIONS GROUP INC (HLX) - 0.68% |
| Total Holdings | 577 | 34 |
JPEM vs IEZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPEM
-0.50%
IEZ
-1.61%
3M
Winner
JPEM
-0.91%
IEZ
-5.73%
6M
JPEM
+2.18%
Winner
IEZ
+11.14%
1Y
JPEM
+17.25%
Winner
IEZ
+62.47%
5Y(CAGR)
JPEM
+6.75%
Winner
IEZ
+16.45%
10Y(CAGR)
Winner
JPEM
+7.07%
IEZ
-1.51%
Max(CAGR)
Winner
JPEM
+5.65%
IEZ
-1.95%
JPEM vs IEZ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JPEM | IEZ |
|---|---|---|
| 2026 | +6.25% | +27.18% |
| 2025 | +23.12% | +5.78% |
| 2024 | +4.67% | -7.41% |
| 2023 | +10.68% | +9.62% |
| 2022 | -9.65% | +55.82% |
| 2021 | +7.76% | +14.56% |
| 2020 | -1.85% | -43.00% |
| 2019 | +15.56% | -0.66% |
| 2018 | -11.95% | -43.44% |
| 2017 | +27.87% | -19.81% |
| 2016 | +18.19% | +26.99% |
| 2015 | -17.70% | -27.28% |
| 2014 | N/A | -20.72% |
| 2013 | N/A | +24.45% |
| 2012 | N/A | -4.05% |
| 2011 | N/A | -7.60% |
| 2010 | N/A | +27.08% |
| 2009 | N/A | +52.92% |
| 2008 | N/A | -59.48% |
| 2007 | N/A | +49.24% |
| 2006 | N/A | -14.02% |
JPEM vs IEZ Drawdown Comparison
The maximum drawdown for JPEM was -40.21%, occurring on Mar 23, 2020. Recovery took 818 trading sessions.
The maximum drawdown for IEZ was -92.52%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current JPEM drawdown is -3.28%. The current IEZ drawdown is -56.33%.
| Rank | JPEM | IEZ |
|---|---|---|
| #1 | -40.21% Jan 26, 2018 - Apr 28, 2021 | -92.52% Jun 30, 2014 - Mar 18, 2020 |
| #2 | -34.10% Apr 28, 2015 - Jul 14, 2017 | -72.24% Jun 23, 2008 - Jun 30, 2014 |
| #3 | -21.58% Feb 16, 2022 - Mar 7, 2024 | -26.92% May 10, 2006 - May 16, 2007 |
| #4 | -14.31% Oct 7, 2024 - Jun 10, 2025 | -19.42% Oct 15, 2007 - Apr 16, 2008 |
| #5 | -10.32% Feb 25, 2026 - Mar 20, 2026 | -13.60% Jul 23, 2007 - Sep 18, 2007 |
| #6 | -8.08% Sep 13, 2021 - Feb 16, 2022 | -7.12% Apr 21, 2008 - May 8, 2008 |
| #7 | -6.92% May 17, 2024 - Sep 24, 2024 | -4.85% May 20, 2008 - Jun 9, 2008 |
| #8 | -6.45% Feb 13, 2015 - Apr 2, 2015 | -3.86% Jun 9, 2008 - Jun 17, 2008 |
| #9 | -5.67% Jun 10, 2021 - Sep 7, 2021 | -3.55% Jun 4, 2007 - Jun 14, 2007 |
| #10 | -4.06% Nov 22, 2017 - Dec 28, 2017 | -3.26% Jun 22, 2007 - Jul 6, 2007 |
| #11 | -3.98% Jan 23, 2015 - Feb 13, 2015 | -3.16% May 21, 2007 - Jun 4, 2007 |
| #12 | -3.40% Jan 28, 2026 - Feb 11, 2026 | -2.31% Sep 21, 2007 - Oct 10, 2007 |
| #13 | -3.40% Apr 9, 2024 - May 2, 2024 | -1.75% Jul 12, 2007 - Jul 19, 2007 |
| #14 | -3.19% May 7, 2021 - May 26, 2021 | -1.70% May 13, 2008 - May 15, 2008 |
| #15 | -3.08% Sep 11, 2017 - Oct 11, 2017 | -1.53% Jun 19, 2007 - Jun 22, 2007 |
Correlation
Correlation between JPEM and IEZ is -0.24 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.24
-101
Dividend Comparison (2006 - 2026)
JPEM vs IEZ dividend yield comparison.
| Year | JPEM | IEZ |
|---|---|---|
| 2026 | 1.64% | 0.54% |
| 2025 | 4.65% | 1.87% |
| 2024 | 5.12% | 1.76% |
| 2023 | 4.46% | 0.97% |
| 2022 | 4.71% | 0.65% |
| 2021 | 4.40% | 1.20% |
| 2020 | 2.85% | 2.07% |
| 2019 | 3.47% | 2.28% |
| 2018 | 2.79% | 1.81% |
| 2017 | 2.14% | 3.42% |
| 2016 | 1.28% | 0.91% |
| 2015 | 3.22% | 2.40% |
| 2014 | 0.00% | 1.68% |
| 2013 | 0.00% | 0.75% |
| 2012 | 0.00% | 0.64% |
| 2011 | 0.00% | 0.32% |
| 2010 | 0.00% | 0.50% |
| 2009 | 0.00% | 0.72% |
| 2008 | 0.00% | 0.30% |
| 2007 | 0.00% | 0.14% |
| 2006 | 0.00% | 0.07% |
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