JCTR vs. TEXN

Last updated Apr 1, 2026

Compare and contrast key facts about JPMorgan Carbon Transition U.S. Equity ETF (JCTR) and iShares Texas Equity ETF (TEXN).

JCTR and TEXN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JCTR is a passively managed fund by JPMorgan that tracks the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index. It was launched on Dec 9, 2020. TEXN is a passively managed fund by iShares that tracks the performance of the Russell Texas Equity Index. It was launched on Jun 23, 2025. Both JCTR and TEXN are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

JCTR vs. TEXN - 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 Texas Equity ETF (TEXN). The values are adjusted to include any dividend payments, if applicable.

JCTR vs. TEXN - Yearly Performance Comparison

	2026 (YTD)	2025
JCTR JPMorgan Carbon Transition U.S. Equity ETF	0.00%	9.84%
TEXN iShares Texas Equity ETF	12.67%	8.16%

Returns By Period

JCTR

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

TEXN

• 1D: 1.53%
• 1M: 0.90%
• YTD: 12.67%
• 6M: 10.48%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

JCTR vs. TEXN - Expense Ratio Comparison

JCTR has a 0.15% expense ratio, which is lower than TEXN's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

TEXN

iShares Texas Equity ETF

JCTR

JPMorgan Carbon Transition U.S. Equity ETF

Return for Risk

JCTR vs. TEXN - 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 Texas Equity ETF (TEXN). 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	TEXN	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	—	1.99	—

Correlation

The correlation between JCTR and TEXN is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

JCTR vs. TEXN - Dividend Comparison

JCTR's dividend yield for the trailing twelve months is around 0.43%, less than TEXN's 1.13% yield.

	TTM	2025	2024	2023	2022	2021	2020
JCTR JPMorgan Carbon Transition U.S. Equity ETF	0.43%	0.61%	1.04%	1.88%	1.53%	1.13%	0.13%
TEXN iShares Texas Equity ETF	1.13%	0.86%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

Drawdown Indicators

	JCTR	TEXN	Difference
Max Drawdown Largest peak-to-trough decline	—	-6.34%	—
Current Drawdown Current decline from peak	—	-0.54%	—
Average Drawdown Average peak-to-trough decline	—	-1.27%	—

Volatility

Volatility by Period

	JCTR	TEXN	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	14.82%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	14.82%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	14.82%	—