JCTR vs. ITOT

Last updated Jun 5, 2026

JCTR (JPMorgan Carbon Transition U.S. Equity ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both Large Cap Blend Equities funds - JCTR tracks the JPMorgan Asset Management Carbon Transition U.S. Equity Index while ITOT tracks the S&P Total Market Index. Both are passively managed. Their correlation of 0.92 suggests significant overlap in exposure. JCTR charges 0.15%/yr vs 0.03%/yr for ITOT.

Performance

JCTR vs. ITOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Carbon Transition U.S. Equity ETF (JCTR) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

JCTR

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ITOT

• 1D: 0.48%
• 1M: 4.64%
• YTD: 11.78%
• 6M: 11.52%
• 1Y: 28.81%
• 3Y*: 22.39%
• 5Y*: 12.80%
• 10Y*: 15.01%

*Multi-year figures are annualized to reflect compound growth (CAGR)

JCTR vs. ITOT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
JCTR JPMorgan Carbon Transition U.S. Equity ETF	0.00%	13.55%	24.74%	27.51%	-18.76%	29.86%	2.11%
ITOT iShares Core S&P Total U.S. Stock Market ETF	11.78%	17.00%	23.80%	26.12%	-19.47%	25.68%	2.52%

Correlation

The correlation between JCTR and ITOT is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.46
Correlation (3Y) Calculated over the trailing 3-year period	0.85
Correlation (5Y) Calculated over the trailing 5-year period	0.92
Correlation (All Time) Calculated using the full available price history since Dec 11, 2020	0.92

Over the past year, the correlation between JCTR and ITOT has dropped to 0.46 - well below their long-term average of 0.92, suggesting their price drivers have been diverging.

JCTR vs. ITOT - Sectors Allocation Comparison

Sectors	JCTR	ITOT
Technology	37.2%	33.8%
Financial Services	14.7%	12.1%
Consumer Cyclical	10.9%	10.1%
Healthcare	9.5%	9.0%
Communication Services	9.5%	10.3%
Industrials	6.3%	9.5%
Energy	2.9%	3.7%
Consumer Defensive	2.9%	4.7%
Real Estate	2.3%	2.4%
Utilities	2.0%	2.3%
Basic Materials	1.7%	2.1%

Return for Risk

JCTR vs. ITOT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ITOT

ITOT Risk / Return Rank: 73
ITOT Sharpe Ratio Rank: 74
ITOT Sortino Ratio Rank: 73
ITOT Omega Ratio Rank: 72
ITOT Calmar Ratio Rank: 66
ITOT Martin Ratio Rank: 78

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JCTR vs. ITOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Carbon Transition U.S. Equity ETF (JCTR) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	JCTR	ITOT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.37	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.74	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.82	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.57	—

Drawdowns

Drawdown Indicators

	JCTR	ITOT	Difference
Max Drawdown Largest peak-to-trough decline	—	-55.20%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.90%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.44%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.36%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.00%	—
Current Drawdown Current decline from peak	—	-0.25%	—
Average Drawdown Average peak-to-trough decline	—	-6.97%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.94%	—

Volatility

Volatility by Period

	JCTR	ITOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.94%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.14%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	12.19%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.35%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.26%	—

JCTR vs. ITOT - Expense Ratio Comparison

JCTR has a 0.15% expense ratio, which is higher than ITOT's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

JCTR vs. ITOT - Dividend Comparison

JCTR's dividend yield for the trailing twelve months is around 0.43%, less than ITOT's 0.97% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ITOT iShares Core S&P Total U.S. Stock Market ETF	0.97%	1.11%	1.23%	1.47%	1.66%	1.18%	1.41%	1.88%	2.14%	1.69%	1.83%	2.01%
JCTR JPMorgan Carbon Transition U.S. Equity ETF	0.43%	0.61%	1.04%	1.88%	1.53%	1.13%	0.13%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both JCTR and ITOT in my portfolio?

JCTR and ITOT have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, JCTR or ITOT?

On fees, ITOT is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, JCTR or ITOT?

ITOT is cheaper with a 0.03% expense ratio, compared with 0.15% for JCTR.

Which ETF pays a higher dividend yield, JCTR or ITOT?

ITOT has the higher dividend yield at 0.97%, compared with 0.43% for JCTR.

What is the main difference between JCTR and ITOT?

JCTR tracks JPMorgan Asset Management Carbon Transition U.S. Equity Index, while ITOT tracks S&P Total Market Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.15% for JCTR and 0.03% for ITOT.