JGRO vs. IBID

Last updated Jun 24, 2026

JGRO (JPMorgan Active Growth ETF) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - JGRO is a Large Cap Growth Equities fund actively managed by JPMorgan, while IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index. JGRO is actively managed, while IBID is passively managed. Over the past year, JGRO returned 15.05% vs 3.92% for IBID. At a correlation of -0.02, they often move in opposite directions. JGRO charges 0.44%/yr vs 0.10%/yr for IBID.

Performance

JGRO vs. IBID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Active Growth ETF (JGRO) and iShares iBonds Oct 2027 Term TIPS ETF (IBID). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JGRO achieves a 2.50% return, which is significantly higher than IBID's 1.94% return.

JGRO

• 1D: -1.89%
• 1M: -2.14%
• YTD: 2.50%
• 6M: 1.02%
• 1Y: 15.05%
• 3Y*: 20.47%
• 5Y*: —
• 10Y*: —

IBID

• 1D: -0.05%
• 1M: -0.25%
• YTD: 1.94%
• 6M: 2.03%
• 1Y: 3.92%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

JGRO vs. IBID - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
JGRO JPMorgan Active Growth ETF	2.50%	14.71%	32.77%	7.47%
IBID iShares iBonds Oct 2027 Term TIPS ETF	1.94%	5.66%	4.71%	2.61%

Correlation

The correlation between JGRO and IBID is -0.20, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.20
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023	-0.02

The correlation between JGRO and IBID shifts across timeframes, from -0.20 (1 year) to -0.02 (all time), reflecting how their relationship changes across market environments.

Return for Risk

JGRO vs. IBID — Risk / Return Rank

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

JGRO

JGRO Risk / Return Rank: 24
JGRO Sharpe Ratio Rank: 27
JGRO Sortino Ratio Rank: 25
JGRO Omega Ratio Rank: 25
JGRO Calmar Ratio Rank: 21
JGRO Martin Ratio Rank: 23

IBID

IBID Risk / Return Rank: 95
IBID Sharpe Ratio Rank: 94
IBID Sortino Ratio Rank: 96
IBID Omega Ratio Rank: 95
IBID Calmar Ratio Rank: 95
IBID Martin Ratio Rank: 95

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.

JGRO vs. IBID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Active Growth ETF (JGRO) and iShares iBonds Oct 2027 Term TIPS ETF (IBID). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	JGRO	IBID	Difference
Sharpe ratio: Return per unit of total volatility	0.92	3.19	-2.27
Sortino ratio: Return per unit of downside risk	1.33	5.38	-4.05
Omega ratio: Gain probability vs. loss probability	1.17	1.72	-0.55
Calmar ratio: Return relative to maximum drawdown	0.92	7.20	-6.28
Martin ratio: Return relative to average drawdown	2.74	29.14	-26.40

JGRO vs. IBID - Sharpe Ratio Comparison

The current JGRO Sharpe Ratio is 0.92, which is lower than the IBID Sharpe Ratio of 3.19. The chart below compares the historical Sharpe Ratios of JGRO and IBID, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

JGRO vs. IBID - Drawdown Comparison

The maximum JGRO drawdown since its inception was -22.70%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for JGRO and IBID.

Drawdown Indicators

	JGRO	IBID	Difference
Max Drawdown Largest peak-to-trough decline	-22.70%	-1.28%	-21.42%
Max Drawdown (1Y) Largest decline over 1 year	-16.44%	-0.55%	-15.89%
Max Drawdown (3Y) Largest decline over 3 years	-22.70%	—	—
Current Drawdown Current decline from peak	-4.40%	-0.55%	-3.85%
Average Drawdown Average peak-to-trough decline	-4.83%	-0.22%	-4.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.51%	0.13%	+5.38%

Volatility

JGRO vs. IBID - Volatility Comparison

JPMorgan Active Growth ETF (JGRO) has a higher volatility of 6.41% compared to iShares iBonds Oct 2027 Term TIPS ETF (IBID) at 0.35%. This indicates that JGRO's price experiences larger fluctuations and is considered to be riskier than IBID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JGRO	IBID	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.41%	0.35%	+6.06%
Volatility (6M) Calculated over the trailing 6-month period	12.61%	0.86%	+11.75%
Volatility (1Y) Calculated over the trailing 1-year period	16.42%	1.23%	+15.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.99%	2.24%	+17.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.99%	2.24%	+17.75%

JGRO vs. IBID - Expense Ratio Comparison

JGRO has a 0.44% expense ratio, which is higher than IBID's 0.10% expense ratio.

Dividends

JGRO vs. IBID - Dividend Comparison

JGRO's dividend yield for the trailing twelve months is around 0.15%, less than IBID's 3.68% yield.

Position	TTM	2025	2024	2023	2022
IBID iShares iBonds Oct 2027 Term TIPS ETF	3.68%	4.43%	4.24%	0.81%	0.00%
JGRO JPMorgan Active Growth ETF	0.15%	0.16%	0.10%	0.17%	0.16%

Frequently Asked Questions

Can I hold both JGRO and IBID in my portfolio?

JGRO and IBID have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, JGRO or IBID?

JGRO has higher volatility (6.41%) compared to IBID (0.35%). In terms of maximum drawdown, JGRO dropped -22.70% vs IBID's -1.28%.

Which ETF is better, JGRO or IBID?

On 1-year performance, JGRO leads with 15.05% vs 3.92% for IBID. On fees, IBID is cheaper at 0.10% per year. On volatility, IBID has been the lower-risk option at 0.35%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, JGRO or IBID?

Over the 1-year period, JGRO has performed better with a 15.05% return vs 3.92%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, JGRO or IBID?

IBID is cheaper with a 0.10% expense ratio, compared with 0.44% for JGRO.

Which ETF pays a higher dividend yield, JGRO or IBID?

IBID has the higher dividend yield at 3.68%, compared with 0.15% for JGRO.

What is the main difference between JGRO and IBID?

JGRO is categorized as Large Cap Growth Equities, while IBID is Inflation-Protected Bonds. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.44% for JGRO and 0.10% for IBID.

Which has better risk-adjusted returns?

IBID currently has the higher Sharpe Ratio (3.19 vs 0.92), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.