SUSA vs JTEK
Comparison between ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF) and JPMORGAN U.S. TECH LEADERS ETF (JTEK, ETF).
SUSA vs JTEK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSA
$4.30B
JTEK
$4.30B
Expense Ratio
Winner
SUSA
0.25%
JTEK
0.65%
Max Drawdown
SUSA
54.94%
Winner
JTEK
30.61%
Sharpe Ratio
Winner
SUSA
1.37
JTEK
1.02
5Y Beta
Winner
SUSA
0.96
JTEK
1.54
P/E Ratio
Winner
SUSA
29.47
JTEK
90.42
Forward P/E
Winner
SUSA
22.08
JTEK
26.00
PEG Ratio
Winner
SUSA
0.53
JTEK
0.83
5Y Dividends CAGR
SUSA
10.29%
JTEK
N/A
5Y EPS CAGR
Winner
SUSA
28.89%
JTEK
25.88%
Debt to Equity
SUSA
12.88%
JTEK
N/A
P/S Ratio
Winner
SUSA
3.94
JTEK
4.24
P/B Ratio
Winner
SUSA
6.85
JTEK
8.96
SUSA vs JTEK - Holdings Comparison
SUSA and JTEK have 22 common holdings. Overlap is 21.54%
SUSA's top 25 holdings weight is 47.35%. JTEK's top 25 holdings weight is 66.57%.
| Rank | SUSA | JTEK |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.11% | ALPHABET INC CLASS C (GOOG) - 5.28% |
| #2 | APPLE INC (AAPL) - 6.53% | INTEL CORP (INTC) - 4.79% |
| #3 | MICROSOFT CORP (MSFT) - 4.75% | LAM RESEARCH CORP (LRCX) - 3.95% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.52% | NVIDIA CORP (NVDA) - 3.88% |
| #5 | BROADCOM INC (AVGO) - 3.18% | BROADCOM INC (AVGO) - 3.65% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.71% | ADVANCED MICRO DEVICES INC (AMD) - 3.33% |
| #7 | TESLA INC (TSLA) - 1.79% | TESLA INC (TSLA) - 3.32% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.72% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 3.22% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 1.41% | PALO ALTO NETWORKS INC (PANW) - 2.93% |
| #10 | ELI LILLY AND CO (LLY) - 1.31% | ASML HOLDING NV ADR (ASML) - 2.74% |
| #11 | MORGAN STANLEY (MS) - 1.28% | CIENA CORP (CIEN) - 2.66% |
| #12 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.24% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.38% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.03% | ON SEMICONDUCTOR CORP (ON) - 2.29% |
| #14 | APPLIED MATERIALS INC (AMAT) - 1.03% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #15 | THE HOME DEPOT INC (HD) - 1.01% | ORACLE CORP (ORCL) - 2.08% |
| #16 | BANK OF NEW YORK MELLON CORP (BNY) - 0.99% | ECHOSTAR CORP CLASS A (SATS) - 1.91% |
| #17 | VISA INC CLASS A (V) - 0.95% | CLOUDFLARE INC (NET) - 1.86% |
| #18 | ECOLAB INC (ECL) - 0.87% | MICROSOFT CORP (MSFT) - 1.84% |
| #19 | PALO ALTO NETWORKS INC (PANW) - 0.85% | TWILIO INC CLASS A (TWLO) - 1.83% |
| #20 | MASTERCARD INC CLASS A (MA) - 0.85% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.82% |
| #21 | 3M CO (MMM) - 0.47% | ZOOM COMMUNICATIONS INC (ZM) - 1.78% |
| #22 | PROGRESSIVE CORP (PGR) - 0.46% | n/a (TSM) - 1.70% |
| #23 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.43% | MICRON TECHNOLOGY INC (MU) - 1.70% |
| #24 | ELEVANCE HEALTH INC (ELV) - 0.43% | DIGITALOCEAN HOLDINGS INC (DOCN) - 1.69% |
| #25 | ARISTA NETWORKS INC (ANET) - 0.43% | TEXAS INSTRUMENTS INC (TXN) - 1.65% |
| Total Holdings | 156 | 63 |
SUSA vs JTEK - Historical Returns
Returns include dividend reinvestment.
1M
SUSA
+1.78%
Winner
JTEK
+2.79%
3M
SUSA
+13.12%
Winner
JTEK
+28.37%
6M
SUSA
+9.38%
Winner
JTEK
+16.58%
1Y
SUSA
+23.38%
Winner
JTEK
+31.35%
5Y(CAGR)
SUSA
+11.37%
JTEK
N/A
10Y(CAGR)
SUSA
+14.96%
JTEK
N/A
Max(CAGR)
SUSA
+10.42%
Winner
JTEK
+31.97%
SUSA vs JTEK - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | JTEK |
|---|---|---|
| 2026 | +9.14% | +15.78% |
| 2025 | +15.98% | +18.10% |
| 2024 | +23.30% | +32.71% |
| 2023 | +24.42% | +18.14% |
| 2022 | -21.45% | N/A |
| 2021 | +32.05% | N/A |
| 2020 | +23.86% | N/A |
| 2019 | +32.49% | N/A |
| 2018 | -6.02% | N/A |
| 2017 | +21.51% | N/A |
| 2016 | +14.22% | N/A |
| 2015 | -1.77% | N/A |
| 2014 | +14.77% | N/A |
| 2013 | +27.63% | N/A |
| 2012 | +8.75% | N/A |
| 2011 | +0.57% | N/A |
| 2010 | +12.48% | N/A |
| 2009 | +26.93% | N/A |
| 2008 | -34.56% | N/A |
| 2007 | +4.65% | N/A |
| 2006 | +11.17% | N/A |
| 2005 | +7.95% | N/A |
SUSA vs JTEK Drawdown Comparison
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for JTEK was -30.61%, occurring on Apr 8, 2025. Recovery took 103 trading sessions.
The current SUSA drawdown is -2.42%. The current JTEK drawdown is -5.67%.
| Rank | SUSA | JTEK |
|---|---|---|
| #1 | -53.93% Oct 9, 2007 - Mar 13, 2012 | -30.61% Feb 18, 2025 - Jul 17, 2025 |
| #2 | -32.93% Feb 19, 2020 - Jul 20, 2020 | -22.02% Oct 29, 2025 - May 5, 2026 |
| #3 | -28.22% Dec 29, 2021 - Feb 7, 2024 | -18.26% Jul 8, 2024 - Nov 6, 2024 |
| #4 | -19.30% Dec 4, 2024 - Jun 30, 2025 | -11.05% Mar 7, 2024 - Jun 12, 2024 |
| #5 | -19.16% Sep 21, 2018 - Apr 1, 2019 | -10.58% Oct 11, 2023 - Nov 14, 2023 |
| #6 | -13.73% May 20, 2015 - Apr 19, 2016 | -10.43% Jun 2, 2026 - Jun 10, 2026 |
| #7 | -11.53% Apr 2, 2012 - Jan 3, 2013 | -7.25% Dec 6, 2024 - Jan 22, 2025 |
| #8 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -5.99% Dec 27, 2023 - Jan 19, 2024 |
| #9 | -9.67% Jan 26, 2018 - Aug 24, 2018 | -5.39% Jan 23, 2025 - Feb 5, 2025 |
| #10 | -9.60% Sep 2, 2020 - Nov 13, 2020 | -4.85% May 14, 2026 - May 26, 2026 |
| #11 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -4.51% Feb 15, 2024 - Mar 1, 2024 |
| #12 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -4.43% Oct 8, 2025 - Oct 27, 2025 |
| #13 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -4.11% Nov 12, 2024 - Nov 21, 2024 |
| #14 | -6.92% Sep 2, 2014 - Oct 30, 2014 | -4.10% Jul 28, 2025 - Aug 28, 2025 |
| #15 | -6.72% May 8, 2006 - Sep 20, 2006 | -3.28% Sep 22, 2025 - Oct 6, 2025 |
Correlation
Correlation between SUSA and JTEK is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
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