JQUA vs IJT
Comparison between JPMORGAN U.S. QUALITY FACTOR ETF (JQUA, ETF) and ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT, ETF).
5-Year PerformanceJQUA has outperformed IJT, delivering a return of +13.4% compared to +7.7%
JQUA vs IJT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JQUA
$8.20B
IJT
$8.20B
Expense Ratio
Winner
JQUA
0.12%
IJT
0.18%
Max Drawdown
Winner
JQUA
32.92%
IJT
57.98%
Sharpe Ratio
Winner
JQUA
1.44
IJT
1.39
5Y Beta
Winner
JQUA
0.85
IJT
1.04
P/E Ratio
Winner
JQUA
26.35
IJT
30.75
Forward P/E
Winner
JQUA
20.05
IJT
20.23
PEG Ratio
JQUA
0.11
IJT
N/A
5Y Dividends CAGR
JQUA
7.11%
Winner
IJT
11.10%
5Y EPS CAGR
JQUA
20.10%
Winner
IJT
20.17%
Debt to Equity
Winner
JQUA
4.63%
IJT
61.49%
P/S Ratio
JQUA
3.99
Winner
IJT
1.76
P/B Ratio
JQUA
6.21
Winner
IJT
3.36
JQUA vs IJT - Holdings Comparison
JQUA and IJT have 8 common holdings. Overlap is 0.35%
JQUA's top 25 holdings weight is 36.28%. IJT's top 25 holdings weight is 23.09%.
| Rank | JQUA | IJT |
|---|---|---|
| #1 | APPLE INC (AAPL) - 2.13% | FORMFACTOR INC (FORM) - 1.26% |
| #2 | BROADCOM INC (AVGO) - 2.02% | VIASAT INC (VSAT) - 1.24% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 2.00% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.22% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 1.99% | ARGAN INC (AGX) - 1.17% |
| #5 | NVIDIA CORP (NVDA) - 1.97% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.16% |
| #6 | MICRON TECHNOLOGY INC (MU) - 1.91% | KRYSTAL BIOTECH INC (KRYS) - 1.07% |
| #7 | META PLATFORMS INC CLASS A (META) - 1.82% | ESCO TECHNOLOGIES INC (ESE) - 0.97% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.69% | STONEX GROUP INC (SNEX) - 0.96% |
| #9 | VISA INC CLASS A (V) - 1.68% | ALKERMES PLC (ALKS) - 0.95% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.67% | CORCEPT THERAPEUTICS INC (CORT) - 0.93% |
| #11 | MICROSOFT CORP (MSFT) - 1.67% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.87% |
| #12 | EXXON MOBIL CORP (XOM) - 1.58% | FEDERAL SIGNAL CORP (FSS) - 0.86% |
| #13 | CISCO SYSTEMS INC (CSCO) - 1.33% | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.85% |
| #14 | ABBVIE INC (ABBV) - 1.26% | ENPRO INC (NPO) - 0.84% |
| #15 | MASTERCARD INC CLASS A (MA) - 1.26% | JBT MAREL CORP (JBTM) - 0.83% |
| #16 | COSTCO WHOLESALE CORP (COST) - 1.22% | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.83% |
| #17 | LAM RESEARCH CORP (LRCX) - 1.20% | POWELL INDUSTRIES INC (POWL) - 0.83% |
| #18 | APPLIED MATERIALS INC (AMAT) - 1.18% | BRINKER INTERNATIONAL INC (EAT) - 0.81% |
| #19 | PROCTER & GAMBLE CO (PG) - 1.03% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.80% |
| #20 | THE HOME DEPOT INC (HD) - 1.00% | MYR GROUP INC (MYRG) - 0.79% |
| #21 | MERCK & CO INC (MRK) - 1.00% | KODIAK GAS SERVICES INC (KGS) - 0.78% |
| #22 | GE VERNOVA INC (GEV) - 0.98% | TG THERAPEUTICS INC (TGTX) - 0.78% |
| #23 | n/a (PLTR) - 0.93% | n/a (MSGS) - 0.78% |
| #24 | PALO ALTO NETWORKS INC (PANW) - 0.90% | ETSY INC (ETSY) - 0.76% |
| #25 | TEXAS INSTRUMENTS INC (TXN) - 0.86% | ARCHROCK INC (AROC) - 0.75% |
| Total Holdings | 312 | 351 |
JQUA vs IJT - Historical Returns
Returns include dividend reinvestment.
1M
JQUA
+1.38%
Winner
IJT
+2.99%
3M
JQUA
+11.49%
Winner
IJT
+11.69%
6M
JQUA
+12.84%
Winner
IJT
+15.83%
1Y
JQUA
+21.95%
Winner
IJT
+29.98%
5Y(CAGR)
Winner
JQUA
+13.39%
IJT
+7.71%
10Y(CAGR)
Winner
JQUA
+14.76%
IJT
+11.05%
Max(CAGR)
Winner
JQUA
+14.76%
IJT
+9.65%
JQUA vs IJT - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | JQUA | IJT |
|---|---|---|
| 2026 | +14.91% | +22.39% |
| 2025 | +12.00% | +5.10% |
| 2024 | +21.92% | +10.13% |
| 2023 | +25.36% | +17.67% |
| 2022 | -13.11% | -21.74% |
| 2021 | +30.71% | +23.41% |
| 2020 | +15.70% | +19.03% |
| 2019 | +28.30% | +21.08% |
| 2018 | -2.96% | -4.80% |
| 2017 | +5.07% | +14.05% |
| 2016 | N/A | +25.73% |
| 2015 | N/A | +3.35% |
| 2014 | N/A | +5.01% |
| 2013 | N/A | +38.45% |
| 2012 | N/A | +13.49% |
| 2011 | N/A | +1.63% |
| 2010 | N/A | +25.66% |
| 2009 | N/A | +26.13% |
| 2008 | N/A | -32.71% |
| 2007 | N/A | +6.09% |
| 2006 | N/A | +8.46% |
| 2005 | N/A | +10.75% |
| 2004 | N/A | +21.10% |
| 2003 | N/A | +33.27% |
| 2002 | N/A | -14.85% |
| 2001 | N/A | +4.08% |
| 2000 | N/A | +1.71% |
JQUA vs IJT Drawdown Comparison
The maximum drawdown for JQUA was -32.92%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The maximum drawdown for IJT was -57.60%, occurring on Mar 9, 2009. Recovery took 806 trading sessions.
The current JQUA drawdown is -0.51%. The current IJT drawdown is -2.53%.
| Rank | JQUA | IJT |
|---|---|---|
| #1 | -32.92% Feb 19, 2020 - Aug 12, 2020 | -57.60% Oct 10, 2007 - Dec 21, 2010 |
| #2 | -22.47% Dec 29, 2021 - Jul 13, 2023 | -42.03% Aug 31, 2018 - Nov 16, 2020 |
| #3 | -17.07% Sep 21, 2018 - Mar 21, 2019 | -36.43% Sep 1, 2000 - Dec 1, 2003 |
| #4 | -16.81% Feb 18, 2025 - Jul 3, 2025 | -29.23% Nov 8, 2021 - Jul 16, 2024 |
| #5 | -9.67% Jan 26, 2018 - Aug 9, 2018 | -27.41% Nov 25, 2024 - Jan 15, 2026 |
| #6 | -8.78% Jul 31, 2023 - Nov 20, 2023 | -26.45% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -8.22% Sep 2, 2020 - Nov 11, 2020 | -19.69% Jun 23, 2015 - Jul 12, 2016 |
| #8 | -7.13% Jan 27, 2026 - Apr 15, 2026 | -14.11% May 9, 2006 - Feb 1, 2007 |
| #9 | -6.32% Jul 16, 2024 - Aug 19, 2024 | -12.70% Jun 30, 2004 - Oct 27, 2004 |
| #10 | -5.88% Apr 30, 2019 - Jun 19, 2019 | -12.36% Jul 3, 2014 - Dec 22, 2014 |
| #11 | -5.84% Mar 21, 2024 - Jun 17, 2024 | -11.11% Mar 7, 2005 - Jul 5, 2005 |
| #12 | -5.82% Sep 3, 2021 - Oct 25, 2021 | -10.60% Sep 14, 2012 - Jan 2, 2013 |
| #13 | -5.52% Jul 26, 2019 - Oct 28, 2019 | -10.21% Mar 26, 2012 - Sep 6, 2012 |
| #14 | -5.48% Dec 6, 2024 - Feb 5, 2025 | -9.51% Apr 5, 2004 - Jun 25, 2004 |
| #15 | -5.36% Oct 27, 2025 - Dec 10, 2025 | -9.34% Jul 31, 2024 - Oct 16, 2024 |
Correlation
Correlation between JQUA and IJT is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2000 - 2026)
JQUA vs IJT dividend yield comparison.
| Year | JQUA | IJT |
|---|---|---|
| 2026 | 0.50% | 0.27% |
| 2025 | 1.19% | 0.91% |
| 2024 | 1.24% | 1.06% |
| 2023 | 1.22% | 1.02% |
| 2022 | 1.60% | 1.08% |
| 2021 | 1.32% | 0.63% |
| 2020 | 1.44% | 0.68% |
| 2019 | 1.67% | 0.92% |
| 2018 | 2.10% | 0.92% |
| 2017 | 0.40% | 0.86% |
| 2016 | 0.00% | 1.03% |
| 2015 | 0.00% | 1.14% |
| 2014 | 0.00% | 0.78% |
| 2013 | 0.00% | 0.70% |
| 2012 | 0.00% | 1.41% |
| 2011 | 0.00% | 0.65% |
| 2010 | 0.00% | 0.87% |
| 2009 | 0.00% | 0.38% |
| 2008 | 0.00% | 0.95% |
| 2007 | 0.00% | 0.26% |
| 2006 | 0.00% | 0.27% |
| 2005 | 0.00% | 0.56% |
| 2004 | 0.00% | 0.34% |
| 2003 | 0.00% | 0.35% |
| 2002 | 0.00% | 0.24% |
| 2001 | 0.00% | 0.08% |
| 2000 | 0.00% | 0.79% |
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