JTEK vs IMCG
Comparison between JPMORGAN U.S. TECH LEADERS ETF (JTEK, ETF) and ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF).
JTEK vs IMCG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JTEK
$3.10B
IMCG
$3.10B
Expense Ratio
JTEK
0.65%
Winner
IMCG
0.06%
Max Drawdown
Winner
JTEK
30.61%
IMCG
59.05%
Sharpe Ratio
Winner
JTEK
1.46
IMCG
1.19
5Y Beta
JTEK
1.51
Winner
IMCG
1.01
P/E Ratio
JTEK
127.85
Winner
IMCG
39.14
Forward P/E
JTEK
26.38
Winner
IMCG
24.65
PEG Ratio
JTEK
0.87
Winner
IMCG
0.53
5Y Dividends CAGR
JTEK
N/A
IMCG
66.35%
5Y EPS CAGR
Winner
JTEK
26.03%
IMCG
16.38%
Debt to Equity
JTEK
N/A
IMCG
45.36%
P/S Ratio
JTEK
4.02
Winner
IMCG
3.55
P/B Ratio
JTEK
9.26
Winner
IMCG
6.00
JTEK vs IMCG - Holdings Comparison
JTEK and IMCG have 13 common holdings. Overlap is 6.11%
JTEK's top 25 holdings weight is 63.40%. IMCG's top 25 holdings weight is 28.15%.
| Rank | JTEK | IMCG |
|---|---|---|
| #1 | ALPHABET INC CLASS C (GOOG) - 4.97% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.15% |
| #2 | INTEL CORP (INTC) - 4.07% | MARVELL TECHNOLOGY INC (MRVL) - 1.99% |
| #3 | BROADCOM INC (AVGO) - 3.99% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.92% |
| #4 | NVIDIA CORP (NVDA) - 3.84% | CORNING INC (GLW) - 1.82% |
| #5 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 3.58% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.74% |
| #6 | LAM RESEARCH CORP (LRCX) - 3.55% | HOWMET AEROSPACE INC (HWM) - 1.35% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.47% | QUANTA SERVICES INC (PWR) - 1.35% |
| #8 | TESLA INC (TSLA) - 3.32% | n/a (JCI) - 1.26% |
| #9 | CIENA CORP (CIEN) - 2.97% | WESTERN DIGITAL CORP (WDC) - 1.22% |
| #10 | ASML HOLDING NV ADR (ASML) - 2.68% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.05% |
| #11 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.08% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.04% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 2.04% | MOTOROLA SOLUTIONS INC (MSI) - 1.04% |
| #13 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.03% | CIENA CORP (CIEN) - 1.03% |
| #14 | n/a (SHOP) - 2.01% | AON PLC CLASS A (AON) - 1.00% |
| #15 | ORACLE CORP (ORCL) - 1.95% | ECOLAB INC (ECL) - 0.97% |
| #16 | n/a (TSM) - 1.87% | CLOUDFLARE INC (NET) - 0.95% |
| #17 | ON SEMICONDUCTOR CORP (ON) - 1.81% | ROYAL CARIBBEAN GROUP (RCL) - 0.94% |
| #18 | CLOUDFLARE INC (NET) - 1.80% | TRANSDIGM GROUP INC (TDG) - 0.94% |
| #19 | ZOOM COMMUNICATIONS INC (ZM) - 1.76% | COMFORT SYSTEMS USA INC (FIX) - 0.91% |
| #20 | ENTEGRIS INC (ENTG) - 1.75% | TERADYNE INC (TER) - 0.91% |
| #21 | PALO ALTO NETWORKS INC (PANW) - 1.63% | ROSS STORES INC (ROST) - 0.52% |
| #22 | LUMENTUM HOLDINGS INC (LITE) - 1.62% | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 0.52% |
| #23 | TWILIO INC CLASS A (TWLO) - 1.58% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 0.52% |
| #24 | TEXAS INSTRUMENTS INC (TXN) - 1.56% | DIGITAL REALTY TRUST INC (DLR) - 0.51% |
| #25 | ECHOSTAR CORP CLASS A (SATS) - 1.47% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 0.50% |
| Total Holdings | 69 | 231 |
JTEK vs IMCG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JTEK
+21.66%
IMCG
+8.13%
3M
Winner
JTEK
+20.69%
IMCG
+8.25%
6M
Winner
JTEK
+11.83%
IMCG
+11.26%
1Y
Winner
JTEK
+41.13%
IMCG
+21.94%
5Y(CAGR)
JTEK
N/A
IMCG
+7.49%
10Y(CAGR)
JTEK
N/A
IMCG
+14.11%
Max(CAGR)
Winner
JTEK
+32.33%
IMCG
+11.22%
JTEK vs IMCG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | JTEK | IMCG |
|---|---|---|
| 2026 | +13.56% | +11.75% |
| 2025 | +18.10% | +6.65% |
| 2024 | +32.71% | +19.72% |
| 2023 | +18.14% | +21.48% |
| 2022 | N/A | -25.08% |
| 2021 | N/A | +17.12% |
| 2020 | N/A | +44.03% |
| 2019 | N/A | +36.82% |
| 2018 | N/A | -4.35% |
| 2017 | N/A | +24.87% |
| 2016 | N/A | +8.75% |
| 2015 | N/A | +0.29% |
| 2014 | N/A | +11.58% |
| 2013 | N/A | +30.83% |
| 2012 | N/A | +14.19% |
| 2011 | N/A | -3.74% |
| 2010 | N/A | +25.95% |
| 2009 | N/A | +36.47% |
| 2008 | N/A | -45.99% |
| 2007 | N/A | +20.06% |
| 2006 | N/A | +7.72% |
| 2005 | N/A | +18.32% |
| 2004 | N/A | +14.09% |
JTEK vs IMCG Drawdown Comparison
The maximum drawdown for JTEK was -30.61%, occurring on Apr 8, 2025. Recovery took 103 trading sessions.
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The current IMCG drawdown is -0.92%.
| Rank | JTEK | IMCG |
|---|---|---|
| #1 | -30.61% Feb 18, 2025 - Jul 17, 2025 | -58.96% Oct 31, 2007 - Feb 11, 2011 |
| #2 | -22.02% Oct 29, 2025 - May 5, 2026 | -35.08% Nov 16, 2021 - Oct 14, 2024 |
| #3 | -18.26% Jul 8, 2024 - Nov 6, 2024 | -34.05% Feb 19, 2020 - Jun 1, 2020 |
| #4 | -11.05% Mar 7, 2024 - Jun 12, 2024 | -25.77% Jul 7, 2011 - Jan 4, 2013 |
| #5 | -10.58% Oct 11, 2023 - Nov 14, 2023 | -24.44% Apr 23, 2015 - Jan 25, 2017 |
| #6 | -7.25% Dec 6, 2024 - Jan 22, 2025 | -23.65% Sep 4, 2018 - Mar 21, 2019 |
| #7 | -5.99% Dec 27, 2023 - Jan 19, 2024 | -21.91% Dec 6, 2024 - Jul 3, 2025 |
| #8 | -5.39% Jan 23, 2025 - Feb 5, 2025 | -16.52% May 9, 2006 - Jan 31, 2007 |
| #9 | -4.51% Feb 15, 2024 - Mar 1, 2024 | -14.23% Feb 12, 2021 - Jul 9, 2021 |
| #10 | -4.43% Oct 8, 2025 - Oct 27, 2025 | -11.79% Jul 2, 2004 - Oct 1, 2004 |
| #11 | -4.11% Nov 12, 2024 - Nov 21, 2024 | -10.54% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -4.10% Jul 28, 2025 - Aug 28, 2025 | -10.17% Feb 26, 2026 - Apr 13, 2026 |
| #13 | -3.28% Sep 22, 2025 - Oct 6, 2025 | -9.88% Sep 3, 2014 - Nov 3, 2014 |
| #14 | -3.06% Mar 1, 2024 - Mar 7, 2024 | -9.26% Jan 26, 2018 - Mar 9, 2018 |
| #15 | -3.02% Feb 9, 2024 - Feb 15, 2024 | -9.20% Sep 2, 2020 - Oct 8, 2020 |
Correlation
Correlation between JTEK and IMCG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
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