JTEK vs IVLU
Comparison between JPMORGAN U.S. TECH LEADERS ETF (JTEK, ETF) and ISHARES MSCI INTL VALUE FACTOR ETF (IVLU, ETF).
JTEK vs IVLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JTEK
$4.30B
IVLU
$4.30B
Expense Ratio
JTEK
0.65%
Winner
IVLU
0.31%
Max Drawdown
Winner
JTEK
30.61%
IVLU
45.37%
Sharpe Ratio
JTEK
1.05
Winner
IVLU
1.76
5Y Beta
JTEK
1.54
Winner
IVLU
0.71
P/E Ratio
JTEK
90.42
IVLU
N/A
Forward P/E
JTEK
26.00
IVLU
N/A
PEG Ratio
JTEK
0.83
IVLU
N/A
5Y Dividends CAGR
JTEK
N/A
IVLU
22.50%
5Y EPS CAGR
JTEK
25.88%
IVLU
N/A
P/S Ratio
JTEK
4.24
IVLU
N/A
P/B Ratio
JTEK
8.96
IVLU
N/A
JTEK vs IVLU - Holdings Comparison
JTEK and IVLU have 1 common holdings. Overlap is -0.61%
JTEK's top 25 holdings weight is 66.57%. IVLU's top 25 holdings weight is 29.60%.
| Rank | JTEK | IVLU |
|---|---|---|
| #1 | ALPHABET INC CLASS C (GOOG) - 5.28% | HSBC HOLDINGS PLC (n/a) - 2.05% |
| #2 | INTEL CORP (INTC) - 4.79% | TOYOTA MOTOR CORP (n/a) - 1.85% |
| #3 | LAM RESEARCH CORP (LRCX) - 3.95% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.69% |
| #4 | NVIDIA CORP (NVDA) - 3.88% | BNP PARIBAS ACT. CAT.A (n/a) - 1.68% |
| #5 | BROADCOM INC (AVGO) - 3.65% | SHELL PLC (n/a) - 1.61% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 3.33% | BANCO SANTANDER SA (n/a) - 1.55% |
| #7 | TESLA INC (TSLA) - 3.32% | SIEMENS AG (n/a) - 1.51% |
| #8 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 3.22% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.36% |
| #9 | PALO ALTO NETWORKS INC (PANW) - 2.93% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.29% |
| #10 | ASML HOLDING NV ADR (ASML) - 2.74% | SANOFI SA (n/a) - 1.27% |
| #11 | CIENA CORP (CIEN) - 2.66% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.25% |
| #12 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.38% | NOKIA OYJ (n/a) - 1.25% |
| #13 | ON SEMICONDUCTOR CORP (ON) - 2.29% | INFINEON TECHNOLOGIES AG (n/a) - 1.20% |
| #14 | META PLATFORMS INC CLASS A (META) - 2.29% | TOTALENERGIES SE (TTE) - 1.18% |
| #15 | ORACLE CORP (ORCL) - 2.08% | BARCLAYS PLC (n/a) - 1.14% |
| #16 | ECHOSTAR CORP CLASS A (SATS) - 1.91% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.06% |
| #17 | CLOUDFLARE INC (NET) - 1.86% | MURATA MANUFACTURING CO LTD (n/a) - 1.06% |
| #18 | MICROSOFT CORP (MSFT) - 1.84% | BHP GROUP LTD (n/a) - 1.03% |
| #19 | TWILIO INC CLASS A (TWLO) - 1.83% | MITSUBISHI CORP (n/a) - 1.01% |
| #20 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.82% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.99% |
| #21 | ZOOM COMMUNICATIONS INC (ZM) - 1.78% | EUR/USD PURCHASED (n/a) - 0.61% |
| #22 | n/a (TSM) - 1.70% | VOLVO AB CLASS B (n/a) - 0.50% |
| #23 | MICRON TECHNOLOGY INC (MU) - 1.70% | KOMATSU LTD (n/a) - 0.50% |
| #24 | DIGITALOCEAN HOLDINGS INC (DOCN) - 1.69% | CHF CASH (n/a) - 0.48% |
| #25 | TEXAS INSTRUMENTS INC (TXN) - 1.65% | AERCAP HOLDINGS NV (AER) - 0.48% |
| Total Holdings | 63 | 350 |
JTEK vs IVLU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JTEK
+6.34%
IVLU
+3.10%
3M
Winner
JTEK
+31.38%
IVLU
+9.47%
6M
Winner
JTEK
+22.80%
IVLU
+13.97%
1Y
JTEK
+35.27%
Winner
IVLU
+35.55%
5Y(CAGR)
JTEK
N/A
IVLU
+14.27%
10Y(CAGR)
JTEK
N/A
IVLU
+11.59%
Max(CAGR)
Winner
JTEK
+33.66%
IVLU
+8.67%
JTEK vs IVLU - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | JTEK | IVLU |
|---|---|---|
| 2026 | +20.11% | +12.29% |
| 2025 | +18.10% | +46.91% |
| 2024 | +32.71% | +7.34% |
| 2023 | +18.14% | +18.89% |
| 2022 | N/A | -6.63% |
| 2021 | N/A | +15.17% |
| 2020 | N/A | -5.66% |
| 2019 | N/A | +15.74% |
| 2018 | N/A | -15.89% |
| 2017 | N/A | +21.93% |
| 2016 | N/A | +5.31% |
| 2015 | N/A | -10.18% |
JTEK vs IVLU Drawdown Comparison
The maximum drawdown for JTEK was -30.61%, occurring on Apr 8, 2025. Recovery took 103 trading sessions.
The maximum drawdown for IVLU was -41.86%, occurring on Mar 23, 2020. Recovery took 824 trading sessions.
The current JTEK drawdown is -2.15%.
| Rank | JTEK | IVLU |
|---|---|---|
| #1 | -30.61% Feb 18, 2025 - Jul 17, 2025 | -41.86% Jan 26, 2018 - May 6, 2021 |
| #2 | -22.02% Oct 29, 2025 - May 5, 2026 | -26.01% Feb 9, 2022 - Jun 15, 2023 |
| #3 | -18.26% Jul 8, 2024 - Nov 6, 2024 | -24.85% Aug 5, 2015 - May 5, 2017 |
| #4 | -11.05% Mar 7, 2024 - Jun 12, 2024 | -15.48% Mar 19, 2025 - May 9, 2025 |
| #5 | -10.58% Oct 11, 2023 - Nov 14, 2023 | -11.69% Feb 25, 2026 - May 26, 2026 |
| #6 | -10.43% Jun 2, 2026 - Jun 10, 2026 | -9.66% Jul 31, 2023 - Dec 13, 2023 |
| #7 | -7.25% Dec 6, 2024 - Jan 22, 2025 | -9.13% Jun 7, 2021 - Jan 7, 2022 |
| #8 | -5.99% Dec 27, 2023 - Jan 19, 2024 | -8.95% Sep 26, 2024 - Feb 14, 2025 |
| #9 | -5.39% Jan 23, 2025 - Feb 5, 2025 | -8.04% Jul 17, 2024 - Aug 23, 2024 |
| #10 | -4.85% May 14, 2026 - May 26, 2026 | -5.41% Nov 12, 2025 - Dec 2, 2025 |
| #11 | -4.51% Feb 15, 2024 - Mar 1, 2024 | -5.00% May 15, 2024 - Jul 12, 2024 |
| #12 | -4.43% Oct 8, 2025 - Oct 27, 2025 | -4.82% Jan 14, 2022 - Feb 9, 2022 |
| #13 | -4.11% Nov 12, 2024 - Nov 21, 2024 | -4.22% Apr 9, 2024 - May 6, 2024 |
| #14 | -4.10% Jul 28, 2025 - Aug 28, 2025 | -3.91% May 26, 2026 - Jun 15, 2026 |
| #15 | -3.28% Sep 22, 2025 - Oct 6, 2025 | -3.86% Jul 23, 2025 - Aug 8, 2025 |
Correlation
Correlation between JTEK and IVLU is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
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