JUSA vs IAK
Comparison between JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF) and ISHARES U.S. INSURANCE ETF (IAK, ETF).
5-Year PerformanceIAK has outperformed JUSA, delivering a return of +15.7% compared to +7.2%
JUSA vs IAK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JUSA
$424M
IAK
$422M
Expense Ratio
Winner
JUSA
0.12%
IAK
0.38%
Max Drawdown
Winner
JUSA
22.96%
IAK
78.02%
Sharpe Ratio
Winner
JUSA
1.18
IAK
0.77
5Y Beta
JUSA
0.96
Winner
IAK
0.42
P/E Ratio
JUSA
27.81
Winner
IAK
11.05
Forward P/E
JUSA
20.36
Winner
IAK
11.73
PEG Ratio
JUSA
0.42
IAK
N/A
5Y Dividends CAGR
JUSA
N/A
IAK
17.28%
5Y EPS CAGR
Winner
JUSA
25.84%
IAK
17.73%
Debt to Equity
JUSA
18.92%
Winner
IAK
13.69%
P/S Ratio
JUSA
3.92
Winner
IAK
1.33
P/B Ratio
JUSA
5.62
Winner
IAK
1.90
JUSA vs IAK - Holdings Comparison
JUSA and IAK have 6 common holdings. Overlap is 0.75%
JUSA's top 25 holdings weight is 53.64%. IAK's top 25 holdings weight is 89.69%.
| Rank | JUSA | IAK |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.78% | PROGRESSIVE CORP (PGR) - 13.99% |
| #2 | APPLE INC (AAPL) - 6.71% | CHUBB LTD (CB) - 13.17% |
| #3 | MICROSOFT CORP (MSFT) - 4.81% | THE TRAVELERS COMPANIES INC (TRV) - 7.40% |
| #4 | AMAZON.COM INC (AMZN) - 4.01% | ALLSTATE CORP (ALL) - 6.66% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.31% | AFLAC INC (AFL) - 4.54% |
| #6 | BROADCOM INC (AVGO) - 2.81% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.40% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.56% | METLIFE INC (MET) - 4.35% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.24% | PRUDENTIAL FINANCIAL INC (PRU) - 4.19% |
| #9 | MICRON TECHNOLOGY INC (MU) - 2.04% | THE HARTFORD INSURANCE GROUP INC (HIG) - 4.10% |
| #10 | TESLA INC (TSLA) - 1.61% | ARCH CAPITAL GROUP LTD (ACGL) - 3.82% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.36% | CINCINNATI FINANCIAL CORP (CINF) - 3.03% |
| #12 | ELI LILLY AND CO (LLY) - 1.31% | MARKEL GROUP INC (MKL) - 2.64% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.26% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.35% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.23% | WR BERKLEY CORP (WRB) - 2.26% |
| #15 | JOHNSON & JOHNSON (JNJ) - 1.21% | LOEWS CORP (L) - 2.10% |
| #16 | EXXON MOBIL CORP (XOM) - 1.17% | GLOBE LIFE INC (GL) - 1.49% |
| #17 | VISA INC CLASS A (V) - 1.15% | UNUM GROUP (UNM) - 1.40% |
| #18 | ABBVIE INC (ABBV) - 1.05% | ASSURANT INC (AIZ) - 1.22% |
| #19 | MASTERCARD INC CLASS A (MA) - 1.04% | AMERICAN FINANCIAL GROUP INC (AFG) - 1.07% |
| #20 | BANK OF AMERICA CORP (BAC) - 0.93% | FIDELITY NATIONAL FINANCIAL INC (FNF) - 1.06% |
| #21 | RTX CORP (RTX) - 0.89% | PRIMERICA INC (PRI) - 1.02% |
| #22 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 0.83% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.02% |
| #23 | WELLS FARGO & CO (WFC) - 0.81% | KINSALE CAPITAL GROUP INC (KNSL) - 0.83% |
| #24 | UNITEDHEALTH GROUP INC (UNH) - 0.77% | THE HANOVER INSURANCE GROUP INC (THG) - 0.82% |
| #25 | INTEL CORP (INTC) - 0.75% | FIRST AMERICAN FINANCIAL CORP (FAF) - 0.76% |
| Total Holdings | 254 | 60 |
JUSA vs IAK - Historical Returns
Returns include dividend reinvestment.
1M
JUSA
+0.63%
Winner
IAK
+7.47%
3M
JUSA
+6.11%
Winner
IAK
+9.41%
6M
JUSA
+9.71%
Winner
IAK
+13.82%
1Y
Winner
JUSA
+19.20%
IAK
+16.81%
5Y(CAGR)
JUSA
+7.23%
Winner
IAK
+15.68%
10Y(CAGR)
JUSA
N/A
IAK
+13.22%
Max(CAGR)
Winner
JUSA
+7.47%
IAK
+7.33%
JUSA vs IAK - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JUSA | IAK |
|---|---|---|
| 2026 | +9.73% | +9.86% |
| 2025 | +21.69% | +10.18% |
| 2024 | N/A | +26.86% |
| 2023 | +17.35% | +11.32% |
| 2022 | -17.30% | +11.43% |
| 2021 | +10.85% | +29.77% |
| 2020 | N/A | -3.63% |
| 2019 | N/A | +26.33% |
| 2018 | N/A | -10.35% |
| 2017 | N/A | +13.97% |
| 2016 | N/A | +21.48% |
| 2015 | N/A | +4.29% |
| 2014 | N/A | +8.92% |
| 2013 | N/A | +41.70% |
| 2012 | N/A | +16.16% |
| 2011 | N/A | -9.14% |
| 2010 | N/A | +18.03% |
| 2009 | N/A | +12.63% |
| 2008 | N/A | -50.01% |
| 2007 | N/A | -7.80% |
| 2006 | N/A | +8.66% |
JUSA vs IAK Drawdown Comparison
The maximum drawdown for JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.
The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.
The current JUSA drawdown is -0.95%. The current IAK drawdown is -1.55%.
| Rank | JUSA | IAK |
|---|---|---|
| #1 | -22.96% Jan 4, 2022 - May 13, 2025 | -77.37% May 22, 2007 - Dec 29, 2014 |
| #2 | -8.93% Feb 2, 2026 - Apr 14, 2026 | -44.95% Feb 11, 2020 - Mar 8, 2021 |
| #3 | -5.18% Aug 30, 2021 - Oct 19, 2021 | -20.30% Jan 26, 2018 - Apr 30, 2019 |
| #4 | -4.94% Oct 29, 2025 - Dec 10, 2025 | -16.97% Dec 1, 2015 - Aug 29, 2016 |
| #5 | -4.36% Jun 2, 2026 - Jun 10, 2026 | -14.74% Apr 20, 2022 - Nov 10, 2022 |
| #6 | -4.26% Nov 18, 2021 - Dec 27, 2021 | -14.38% Feb 13, 2023 - Sep 19, 2023 |
| #7 | -3.22% Jul 12, 2021 - Jul 23, 2021 | -11.58% Apr 2, 2025 - Dec 15, 2025 |
| #8 | -2.88% Oct 8, 2025 - Oct 21, 2025 | -11.30% Nov 29, 2024 - Mar 17, 2025 |
| #9 | -2.82% May 19, 2025 - Jun 3, 2025 | -10.64% Aug 17, 2015 - Dec 1, 2015 |
| #10 | -2.74% Dec 11, 2025 - Dec 23, 2025 | -9.08% Dec 30, 2014 - May 19, 2015 |
| #11 | -2.73% Jan 12, 2026 - Jan 27, 2026 | -8.71% May 7, 2021 - Aug 25, 2021 |
| #12 | -2.38% Jul 25, 2025 - Aug 12, 2025 | -8.55% Aug 2, 2017 - Oct 10, 2017 |
| #13 | -1.94% May 14, 2026 - May 26, 2026 | -8.41% Nov 3, 2021 - Jan 4, 2022 |
| #14 | -1.82% Aug 16, 2021 - Aug 24, 2021 | -7.70% Feb 9, 2022 - Mar 18, 2022 |
| #15 | -1.47% Sep 22, 2025 - Oct 1, 2025 | -7.62% Dec 15, 2025 - Jun 16, 2026 |
Correlation
Correlation between JUSA and IAK is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2006 - 2026)
JUSA vs IAK dividend yield comparison.
| Year | JUSA | IAK |
|---|---|---|
| 2026 | 0.26% | 1.64% |
| 2025 | 0.77% | 1.69% |
| 2024 | 0.00% | 1.49% |
| 2023 | 0.00% | 1.44% |
| 2022 | 1.57% | 1.69% |
| 2021 | 0.53% | 2.26% |
| 2020 | 0.00% | 2.07% |
| 2019 | 0.00% | 1.84% |
| 2018 | 0.00% | 2.33% |
| 2017 | 0.00% | 1.62% |
| 2016 | 0.00% | 1.68% |
| 2015 | 0.00% | 1.62% |
| 2014 | 0.00% | 1.57% |
| 2013 | 0.00% | 1.13% |
| 2012 | 0.00% | 1.74% |
| 2011 | 0.00% | 1.51% |
| 2010 | 0.00% | 2.08% |
| 2009 | 0.00% | 1.60% |
| 2008 | 0.00% | 2.46% |
| 2007 | 0.00% | 1.19% |
| 2006 | 0.00% | 0.63% |
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