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JKE
+6.92 · +2.44%
$290.36 · NYSE ARCA

iShares Morningstar Growth ETF (JKE) ETF Analysis | Large Growth

iShares · United States
AUM:$2.9B
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 17.2% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.04% — among the lowest available for this category.

What is JKE?

The investment seeks to track the investment results of the Morningstar® US Large-Mid Cap Broad Growth IndexSM composed of large- and mid-capitalization U. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
JKE delivered 17.2% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.04% — among the lowest available. Low costs compound favourably over long holding periods.
Concentrated Holdings
Top 10 holdings account for 55.5% of the ETF — significant weight in a small number of names.
ETF Information
AUM$2.9B
Expense Ratio0.04%
Dividend Yield0.28%
Holdings329
Inception DateJun 2004
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.00
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.7%
1Y
+22.3%
3Y
+88.8%
5Y
+83.4%
OpenBook InsightIf you had invested £10,000 in JKE 5 years ago, it would have grown to £18,336 — a gain of £8,336.

Annual Returns

Calendar year performance

JKE delivered positive returns in 4 of the last 5 calendar years.
YearJKE
2026 YTD+9.3%
2025+16.1%
2024+34.4%
2023+40.7%
2022-32.6%
CAGR 4yr+10.3%
4/5 positive yearsAvg return: +13.6%Worst year: -32.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
46.2%
Very High
Momentum
+15.8%
30-day change
Support Level
96.71
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Momentum is upward with a 15.8% move over 30 days.
  • Elevated volatility indicates higher short-term price variability and risk.
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