IDYN vs JIRE
iShares International Equity Factor Rotation Active ETF vs JPMorgan International Research Enhanced Equity ETF
Which is better, IDYN or JIRE?
Nearly the same fund. JIRE costs less.
JIRE has a lower expense ratio. IDYN led over the full window, JIRE over 1Y. The two have moved almost in lockstep, correlation 0.96. JIRE is less concentrated, with 16.7% of the fund in its ten largest positions against 20.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IDYN | JIRE |
|---|---|---|
| Expense Ratio | 0.45% | 0.24%Best |
| AUM | $114M | $11.0B |
| Dividend Yield | 1.83% | 2.73% |
| Holdings | 218 | 216 |
| YTD Return | +6.01% | +7.25%Best |
| 1Y Return | +12.58% | +13.67%Best |
| 3Y Return (annualized) | - | +17.60% |
| Volatility (annualized) | 13.8% | 12.2%Best |
| Max Drawdown | -12.7% | -11.8%Best |
| $10,000 over 1.2 years | $11,889Best | $11,825 |
| Top 10 Weight | 20.9% | 16.7%Best |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 5, 2025 | Jun 10, 2022 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Aug 7, 2025 to Oct 14, 2026 (1.2 years).
IDYN vs JIRE growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.2 years both funds cover.
IDYN vs JIRE Performance
iShares International Equity Factor Rotation Active ETF (IDYN) is an ETF from iShares by BlackRock (US) and JPMorgan International Research Enhanced Equity ETF (JIRE) is an ETF from J.P. Morgan Asset Management. Over the past year IDYN returned +12.58% while JIRE returned +13.67%. Year to date, IDYN is up 6.01% versus a gain of 7.25% for JIRE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IDYN has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 12.2% for JIRE. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -12.7% for IDYN and -11.8% for JIRE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IDYN charges 0.45% per year while JIRE charges 0.24%. On a $10,000 position that is $45 vs $24 annually, a gap of $21 per year that compounds over a long holding period. On income, IDYN currently yields 1.83% against 2.73% for JIRE.
Holdings Overlap
50.2% of IDYN's money is in holdings JIRE also owns. 40.4% of JIRE's money is in holdings IDYN also owns.
The two portfolios partly overlap.
72 positions in common, counted across the 203 positions we hold weights for in IDYN and 206 in JIRE, against full books of 218 and 216.
What only one of them owns
Our book lists 4 positions for JIRE that do not appear in our book for IDYN (3.9% of the fund), and 4 for IDYN that do not appear in JIRE (2.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IDYN | Weight in JIRE | Difference |
|---|---|---|---|
| ASML:ASASML HOLDING NV | 4.17% | 3.82% | 0.35% |
| AZN:LNAstraZeneca PLC | 2.15% | 1.65% | 0.50% |
| NOVN:SMNovartis Ag – Class N | 2.62% | 1.15% | 1.47% |
| SIE:SGSiemens N Ag | 0.91% | 1.73% | 0.82% |
| ROP:SMRoche Ps Par Ag | 1.32% | 1.29% | 0.03% |
| 8306:TKMitsubishi Ufj Financial Group Inc | 1.65% | 0.65% | 1.00% |
| HSBA:LNHsbc Holdings Plc | 0.72% | 1.47% | 0.75% |
| DBSM:SIDbs Group Holdings Ltd | 1.25% | 0.88% | 0.37% |
| UBSG:SMUbs Group Ag | 1.21% | 0.91% | 0.30% |
| 8031:TKMitsui & Co., Ltd | 1.33% | 0.74% | 0.59% |
50.2% of IDYN is already inside JIRE.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IDYN or JIRE?
IDYN has an expense ratio of 0.45% while JIRE charges 0.24%. JIRE is the cheaper option, by $21 a year on a $10,000 investment.
Which performed better, IDYN or JIRE?
Over the past year IDYN returned +12.58% vs +13.67% for JIRE, so JIRE leads on 1-year performance. Over the longest common window we track (1 years), IDYN annualized +15.51% vs +14.99% for JIRE. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IDYN or JIRE?
IDYN has been the more volatile fund at 13.8% annualized versus 12.2% for JIRE. Worst drawdown: IDYN -12.7% vs JIRE -11.8%.
Should I hold both IDYN and JIRE?
IDYN and JIRE have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between IDYN and JIRE?
50.2% of IDYN's money is in holdings JIRE also owns. 40.4% of JIRE's is in holdings IDYN also owns. They hold 72 positions in common, counted across the 203 positions we hold weights for in IDYN and 206 in JIRE.
Which pays a higher dividend, IDYN or JIRE?
IDYN yields 1.83% while JIRE yields 2.73%, so JIRE currently pays the higher dividend yield.
Is JIRE better than IDYN?
JIRE has a lower expense ratio. IDYN led over the full window, JIRE over 1Y. The two have moved almost in lockstep, correlation 0.96. JIRE is less concentrated, with 16.7% of the fund in its ten largest positions against 20.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.