JIREvsEFAXETF Comparison
ETF 1
JIRE
JPMorgan International Research Enhanced Equity ETF
This fund is part of
Uncategorized Equities
+0.96%
VS
ETF 2
EFAX
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
This fund is part of
DM Large & Mid Cap
+0.44%
JPMorgan International Research Enhanced Equity ETF (JIRE) belongs to the Uncategorized Equities segment. State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) is part of the DM Large & Mid Cap segment. Both ETFs have the same top 3 sector exposures: Finance, Industrials and Technology. JIRE is more expensive with a Total Expense Ratio (TER) of 0.29%, versus 0.2% for EFAX. JIRE is up 8.95% year-to-date (YTD) with +$52M in YTD flows. EFAX performs worse with 6.9% YTD performance, and -$5M in YTD flows. Run a side-by-side ETF comparison of JIRE and EFAX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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JIRE vs EFAX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JIRE EFAX | -1.13%-1.61% | -0.57%-1.42% | +8.95%+6.90% | +11.62%+9.26% | +70.77%+70.67% | n/a+44.55% |
| Flows | JIRE EFAX | +$110M- | +$6M- | +$52M-$5M | +$971M+$25M | +$2.65B+$130M | -+$148M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JIRE EFAX | +12.33%+10.43% | +16.15%+14.63% | +15.09%+14.42% | n/a+15.55% |
| Max drawdown | JIRE EFAX | -5.66%-6.57% | -11.80%-11.82% | -13.36%-14.22% | n/a-30.78% |
| Max drawdown duration | JIRE EFAX | 75d72d | 108d103d | 37d53d | n/a843d |
Trading data
JIRE | EFAX | |
Last sale 10/28/2026 at 1:30 PM | $81.86 | $53.27 |
| Previous close 10/27/2026 | $81.70 | $53.24 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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JIRE
is actively managed and doesn’t replicate an indexJIRE | EFAX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/28/2026 at 1:30 PM
Live
Closed
JIRE | EFAX | |
|---|---|---|
| Last price | $81.86 | $53.27 |
| 1D performance | +0.20% | +0.07% |
| AuM | $10.97 B | $488.72 M |
| E/R | 0.29% | 0.2% |
Characteristics
JIRE | EFAX | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | J.P. Morgan Asset Management | State Street Investment Management |
| Benchmark | - | MSCI EAFE ex Fossil Fuels Index |
| N° of holdings | 204 | 598 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 10, 2022 | October 24, 2016 |
| ESG | No | Yes |
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Exposure
Countries
JIRE
Japan
24.23%
United Kingdom
15.96%
France
11.2%
Germany
11.1%
Switzerland
7.55%
Other
29.95%
EFAX
Japan
23.77%
United Kingdom
12.51%
Switzerland
10.32%
Germany
9.29%
France
8.3%
Other
35.79%
Sectors
JIRE
Finance
27.41%
Industrials
16.64%
Technology
14.82%
Healthcare
9.47%
Consumer Non-Cycl.
8.04%
Other
23.61%
EFAX
Finance
27.87%
Industrials
15.99%
Technology
13.94%
Healthcare
10.48%
Consumer Non-Cycl.
7.8%
Other
23.92%
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Diversification
JIRE
Total weight of top 15 holdings out of 15
22.88%
EFAX
Total weight of top 15 holdings out of 15
19.03%
Top 15 holdings
Data as of August 31, 2026
JIRE
ASML Holding NV
3.64%
Siemens AG
1.80%
AstraZeneca PLC
1.62%
Allianz SE
1.56%
HSBC Holdings Plc
1.47%
Banco Santander SA
1.44%
UniCredit SpA
1.37%
Roche Holding AG
1.35%
BHP Group Ltd.
1.32%
Safran SA
1.31%
Nestlé SA
1.29%
Shell Plc
1.21%
Novartis AG
1.19%
Sumitomo Mitsui Financial Group, Inc.
1.19%
Toyota Motor Corp.
1.13%
EFAX
ASML Holding NV
3.18%
HSBC Holdings Plc
1.73%
Roche Holding AG
1.49%
Novartis AG
1.36%
Nestlé SA
1.22%
Mitsubishi UFJ Financial Group, Inc.
1.20%
AstraZeneca PLC
1.19%
Siemens AG
1.17%
SAP SE
1.09%
Allianz SE
0.97%
Commonwealth Bank of Australia
0.93%
Schneider Electric SE
0.91%
Toyota Motor Corp.
0.91%
Rolls-Royce Holdings Plc
0.84%
UBS Group AG
0.83%
Frequently asked questions about JIRE and EFAX
How have the JIRE and EFAX ETFs performed in 2026?
As of October 27, 2026, JIRE is up 8.95% year-to-date (YTD), while EFAX has returned 6.9%. That puts JIRE better performer ahead so far this year.
Which ETF is attracting more investor money: JIRE or EFAX?
Year-to-date, the JIRE ETF saw +$52M in flows, compared to -$5M for EFAX.
Which ETF is more volatile: JIRE or EFAX?
Over the past year, JIRE had a volatility of 16.15%, while EFAX experienced 14.63%.
Which ETF is bigger: JIRE or EFAX?
As of October 27, 2026, JIRE holds $10.97 B in assets under management (AUM), while EFAX manages $488.72 M.
What sectors do the JIRE and EFAX ETFs invest in?
JIRE leans toward sectors like Finance, Industrials and Technology. Meanwhile, EFAX focuses on Finance, Industrials and Technology.
What are the top holdings of the JIRE ETF and EFAX ETF?
JIRE top holdings include ASML Holding NV, Siemens AG and AstraZeneca PLC. EFAX holds in its top three: ASML Holding NV, HSBC Holdings Plc and Roche Holding AG.
Which ETF is more diversified: JIRE or EFAX?
JIRE holds 204 securities with 22.88% of its assets in the top 15. EFAX has 609 securities and a top 15 weight of 19.03%.
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Latest news about JIRE & EFAX
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