IShares JP Competition

LEMB Etf

USD 41.14 0.27 0.66%

iShares JP Morgan operates alongside IShares JP, IShares IBonds, Nuveen ESG, Goldman Sachs, and IShares JP and other firms in the same space. This peer view supports relative benchmarking. Comparative scoring shows how IShares JP ranks on profitability, leverage, and momentum. Relative analysis frames exposure to IShares JP with structured peer context. Peer data adds layers of context that single-ETF analysis may not capture. This dataset reflects observed data and is not advisory in nature.

IShares JP vs IShares MSCI Correlation Summary

Very poor diversification

Across the chosen horizon, LEMB and EWQ show a correlation of 0.88 and fall into the Very poor diversification bucket. Used correctly, the chart supports evaluation of whether adding the second position genuinely diversifies the first.

Moving together with IShares Etf

0.99	FEMB	First Trust Emerging	Pair Corr
0.93	CEW	WisdomTree Emerging	Pair Corr
0.63	VTI	Vanguard Total Stock	Pair Corr

Moving against IShares Etf

0.63

SOUX

DeFiance Daily Target Trending

Pair Corr

Specify up to 10 symbols:

While mean reversion in IShares JP is a statistically observable tendency, it operates on uncertain timelines. Positions sized too aggressively against the trend can suffer sustained losses before reversion occurs.

Hype

Prediction

Low	Estimated	High
40.67	41.14	41.61

Details

Intrinsic

Valuation

Low	Real	High
40.87	41.34	41.81

Details

Naive

Forecast

Low	Next	High
40.52	40.99	41.46

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
40.54	42.04	43.53

Details

To derive maximum value from IShares JP analysis, compare IShares JP's metrics against peers. This cross-sectional approach separates idiosyncratic performance from sector-level trends.

IShares JP Competition Correlation Matrix

Correlation analysis between iShares JP Morgan and its competitors provides context for understanding whether diversification is real or only superficial inside the same peer group. The current classification points to the Emerging-Markets Local-Currency Bond category. In practical terms, lower correlation may offer better diversification while higher correlation may leave the portfolio more exposed to one shared driver.

	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM
META		0.12	0.01	0.29	-0.01	0.17	0.07	0.31	-0.11	-0.11	META
MSFT	0.12		0.84	0.19	-0.92	0.83	0.97	0.65	-0.9	-0.95	MSFT
UBER	0.01	0.84		0.17	-0.9	0.8	0.83	0.52	-0.76	-0.8	UBER
F	0.29	0.19	0.17		-0.23	0.58	0.12	0.55	0.03	-0.29	F
T	-0.01	-0.92	-0.9	-0.23		-0.84	-0.87	-0.54	0.86	0.88	T
A	0.17	0.83	0.8	0.58	-0.84		0.79	0.81	-0.65	-0.86	A
CRM	0.07	0.97	0.83	0.12	-0.87	0.79		0.68	-0.89	-0.96	CRM
JPM	0.31	0.65	0.52	0.55	-0.54	0.81	0.68		-0.45	-0.73	JPM
MRK	-0.11	-0.9	-0.76	0.03	0.86	-0.65	-0.89	-0.45		0.87	MRK
XOM	-0.11	-0.95	-0.8	-0.29	0.88	-0.86	-0.96	-0.73	0.87		XOM
	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM

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High positive correlations

CRM	+ 0.97	MSFT
XOM	+ 0.88	T
XOM	+ 0.87	MRK
MRK	+ 0.86	T
UBER	+ 0.84	MSFT
A	+ 0.83	MSFT

High negative correlations

XOM	- 0.96	CRM
XOM	- 0.95	MSFT
T	- 0.92	MSFT
T	- 0.9	UBER
MRK	- 0.9	MSFT
MRK	- 0.89	CRM

IShares JP Competition Risk-Adjusted Indicators

Surface-level performance for IShares Etf can mask how the business actually stacks up against its competitive set. Risk-adjusted metrics allow investors to compare IShares JP's efficiency and downside exposure against peers in a more meaningful way. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
META	1.48	0.00	0.00	-0.08	0.00	0.00	2.33	-2.82	14.24
MSFT	1.25	-0.26	0.00	-0.62	0.00	0.00	2.19	-2.87	13.28
UBER	1.54	-0.13	0.00	-0.33	0.00	0.00	3.18	-3.60	11.09
F	1.34	-0.14	0.00	-0.21	0.00	0.00	3.61	-3.07	10.01
T	1.11	0.19	0.20	-1.16	1.17	-1.22	3.87	-1.92	8.53
A	1.23	-0.25	0.00	-0.33	0.00	0.00	2.48	-3.01	7.20
CRM	1.82	-0.37	0.00	-0.66	0.00	0.00	3.41	-4.75	9.78
JPM	1.11	-0.03	0.00	-0.11	0.00	0.00	2.02	-2.63	8.17
MRK	1.13	0.26	0.22	0.45	1.22	-1.26	2.54	-1.98	7.29
XOM	1.32	0.45	0.34	6.55	1.14	-1.51	2.90	-2.44	6.83

IShares JP Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	LEMB	CEMB	IBMN	IBTO	NUBD	GVIP	EMHY	EEMS	HYBB	HYGH
	0.66 41.14 IShares	0.48 45.37 IShares	0.00 26.73 IShares	0.04 24.44 IShares	0.04 22.27 Nuveen	0.33 149.34 Goldman	0.15 39.66 IShares	0.96 70.20 IShares	0.43 46.45 IShares	0.20 85.49 IShares
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Weak	Weak	Weak	Soft	Weak	Weak	Moderate	Weak	Mild
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Hold	Not Rated	Cautious Hold	Hold	Hold	Cautious Hold	Strong Buy	Sell	Strong Hold
Price To Sales	N/A	N/A	N/A	N/A	N/A	2.38	N/A	0.78	N/A	N/A
Equity Positions Weight	N/A	N/A	N/A	N/A	N/A	100.0	N/A	99.61	N/A	N/A
Three Year Return	6.5	7.1	2.3	N/A	3.4	28.1	12.3	16.3	8.2	10.3
Net Asset	349.79 M	289.26 M	300.58 M	N/A	233.85 M	130.45 M	293.4 M	311.88 M	219.54 M	104.12 M
Price To Book	N/A	N/A	N/A	N/A	N/A	2.13	N/A	1.16	N/A	N/A
Five Year Return	0.5	1.9	0.4	N/A	0.2	9.5	4.2	6.9	3.9	6.7
One Year Return	10.6	5.9	2.6	5.0	4.7	25.5	9.8	26.9	6.6	6.4
Last Dividend Paid	1.93	0.17	0.0156	N/A	0.0452	0.11	0.19	0.28	0.17	0.27
Bond Positions Weight	99.28	94.2	N/A	N/A	7.39	N/A	97.36	N/A	12.32	13.5
Ten Year Return	1.1	3.8	N/A	N/A	N/A	N/A	4.7	8.4	N/A	6.3
Beta	0.91	0.61	0.25	N/A	0.98	1.09	0.64	0.8	0.64	0.16
Price To Earning	N/A	N/A	N/A	N/A	N/A	20.88	N/A	12.72	N/A	N/A
Day Typical Price	40.93	45.42	26.73	24.43	22.25	148.57	39.58	69.81	46.51	85.39
Accumulation Distribution	5834.07	0.0042	N/A	503.42	171.33	72.72	2094.6	455.78	0.0036	172.87
Market Facilitation Index	0.0	0.19	N/A	0.0	0.0	6.0E-4	0.0	1.0E-4	0.17	0.0
Daily Balance Of Power	0.3553	-1.16	0.0	0.1	0.1111	-0.20	0.25	0.4786	-1.18	0.2698
Period Momentum Indicator	0.27	-0.22	N/A	0.01	0.01	-0.49	0.06	0.67	-0.20	0.17
Rate Of Daily Change	1.01	1.0	1.0	1.0	1.0	1.0	1.0	1.01	1.0	1.0
Day Median Price	40.83	45.45	26.73	24.42	22.24	148.18	39.54	69.61	46.54	85.34
Price Action Indicator	0.45	-0.19	N/A	0.025	0.03	0.92	0.15	0.93	-0.18	0.24
Relative Strength Index	41.69	38.53	N/A	45.66	45.13	N/A	39.09	48.63	41.16	50.85
Coefficient Of Variation	25860.75	11746.28	N/A	3391.23	1909.28	-2,632	17813.25	1056.58	112562.05	2234.99
Mean Deviation	0.3152	0.1273	N/A	0.1858	0.1549	0.92	0.1897	0.7317	0.1264	0.1842
Jensen Alpha	0.014	-0.01	N/A	-0.0015	0.0038	0.033	0.0078	0.1531	-0.01	0.0154
Total Risk Alpha	0.0403	0.0102	N/A	0.023	0.0217	0.0708	0.02	0.2019	0.0094	0.0246
Sortino Ratio	0.118	0.3566	N/A	0.3322	0.4295	N/A	0.2216	0.1315	0.3714	0.362
Downside Variance	0.4237	0.046	N/A	0.0611	0.0396	N/A	0.1192	1.76	0.041	0.0554
Standard Deviation	0.4536	0.1746	N/A	0.2415	0.1993	1.17	0.2668	1.05	0.1803	0.2283
Kurtosis	3.21	0.7927	N/A	0.1469	-0.09	-0.04	1.78	5.04	2.11	-0.04
Potential Upside	0.6606	0.286	N/A	0.4088	0.3568	1.87	0.3791	1.57	0.3212	0.3498
Treynor Ratio	-0.03	-0.27	N/A	-0.17	0.0111	-0.05	-0.04	0.1196	1.93	0.0012
Maximum Drawdown	2.45	0.7906	N/A	1.18	0.8955	5.12	1.42	6.28	0.9423	1.03
Variance	0.2057	0.0305	N/A	0.0583	0.0397	1.37	0.0712	1.1	0.0325	0.0521
Market Risk Adjusted Performance	-0.02	-0.26	N/A	-0.16	0.0211	-0.04	-0.03	0.1296	1.94	0.0112
Risk Adjusted Performance	-0.0045	-0.03	N/A	5.0E-4	0.0117	-0.03	-0.02	0.0777	-0.03	0.0107
Skewness	-1.37	-0.60	N/A	0.0445	-0.03	-0.26	-0.88	-1.48	-0.59	-0.39
Semi Deviation	0.6205	0.1886	N/A	0.2015	0.1523	N/A	0.336	1.23	0.1893	0.2078
Information Ratio	0.1693	0.4381	N/A	0.3401	0.4289	0.0261	0.2869	0.166	0.417	0.3734
Value At Risk	-0.99	-0.37	N/A	-0.33	-0.35	-2.36	-0.55	-1.63	-0.28	-0.44
Expected Short fall	-0.25	-0.13	N/A	-0.23	-0.18	N/A	-0.16	-0.70	-0.13	-0.19
Downside Deviation	0.6509	0.2145	N/A	0.2473	0.199	N/A	0.3453	1.33	0.2024	0.2354
Semi Variance	0.385	0.0356	N/A	0.0406	0.0232	N/A	0.1129	1.52	0.0359	0.0432

IShares JP Competition Peer Performance Charts

How to Analyze IShares JP Against Peers

IShares JP's peer analysis compares IShares JP with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether IShares JP trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where IShares JP leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Competitor benchmarking for IShares JP often reveals which operating metrics are genuinely differentiated and which appear similar across the peer group. The competition page for IShares JP helps identify potential substitutes and alternatives from both a business and positioning perspective. Relative ranking may help frame which fundamentals deserve deeper follow-up.

Data shown for iShares JP Morgan is aggregated from fund disclosures and market reference feeds and normalized across reporting formats. Source publication cadence can introduce delays.

This content is curated and reviewed by:

Rifka Kats - Member of Macroaxis Editorial Board

Last reviewed on March 9th, 2026

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IShares JP Competition

IShares JP vs IShares MSCI Correlation Summary

Moving together with IShares Etf

Moving against IShares Etf

Specify up to 10 symbols:

IShares JP Competition Correlation Matrix

High positive correlations

High negative correlations

IShares JP Competition Risk-Adjusted Indicators

IShares JP Competitive Analysis

IShares JP Competition Peer Performance Charts

How to Analyze IShares JP Against Peers

Peer Comparison Metrics & Methodology

This content is curated and reviewed by:

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