JPMorgan International Growth ETF

JPMorgan International Growth ETF (JIG) is an actively managed fund. Its managers pick large and mid-size growth companies outside the US, in both developed and emerging markets. As of July 31, 2026, its largest holdings were Taiwan Semiconductor, ASML and Safran. It charges 0.55% a year, the most of the seven funds in its comparison group, where the average is 0.21%. That higher fee pays for stock picking rather than tracking an index.

• Over the year to Oct 27, 2026, JIG returned +6.3%, 5th of 7 among similar funds.
• Its 5-year annualized return was +2.1%.
• Its worst full calendar year was 2022 (-30.6%); its best was 2025 (+20.1%).
• The deepest fall in its price history was 43.8% (Sep 7, 2021 to Oct 14, 2022), recovered by Jan 12, 2026.

As of Jul 31, 2026, the fund held 87 securities; the ten largest made up 27.42% of assets.

• Over the three months to Jul 31, 2026, investors added a net $49.6M (creations minus redemptions, per the N-PORT report).
• Monthly total returns reported for that quarter: +4.03%, +3.59%, -6.56%.

JPMorgan International Growth ETF is actively managed: its managers pick stocks rather than copying an index. They target large and mid-sized foreign companies, using the MSCI ACWI ex-USA Growth Index only to set which sizes qualify. Under a policy effective June 1, 2026, at least 80% of assets go to growth companies, judged by past or projected revenue or earnings growth. Holdings generally span at least three countries, including emerging markets such as Taiwan and South Korea, though one country may dominate.

Managers study individual companies and screen them for growth, quality and valuation. They consider selling when growth looks at risk or the price no longer looks attractive. Environmental, social and governance risks are weighed but do not bar a purchase. Position sizes are the managers' call, with no set rebalancing schedule. Turnover, roughly the share of holdings replaced in a year, was 64% per the prospectus filed February 25, 2026.

The fund may use currency forwards (contracts locking in an exchange rate) to hedge back to the dollar, and futures to manage cash. As of July 31, 2026, it held no derivatives, so its currency exposure was unhedged. Its top 10 holdings made up 27% of assets, led by Taiwan Semiconductor Manufacturing at 5.8%.

• JIG charges 0.55% a year, versus an average of 0.21% for the similar funds below (7th of 7, cheapest first).
• Using the prospectus's standard example, $10,000 invested would cost about $56 in the first year and $689 over 10 years (assuming a 5% annual return).

It is an actively managed, growth-tilted international fund with deep past drops and a higher fee, so it fits better as a small add-on than as a main holding.

JIG could add non-US growth companies, including chipmakers in Taiwan and South Korea, to a portfolio that holds mostly US stocks. The ride has been rough. The fund launched in May 2020, so it has no record from the 2008 crisis or the 2020 crash. In the 2022 bear market it fell 39.3% and took 35 months to recover, finally getting back to its old high in September 2025. Its deepest drop was 43.8%, from September 2021 to October 2022, and recovery took 39 months. Its worst calendar year was 2022, at -30.72%. Anyone who had to sell shares for spending money in a year like that would have locked in large losses. The yield was 2.05% as of October 27, 2026, paid once a year. In the SEC's standard example, the 0.55% fee comes to $689 over 10 years on $10,000. Past results don't predict the future, and a plan should look at the whole portfolio, not one fund.

Matched by closest holdings overlap from the latest N-PORT reports (no similar fund shares 20% or more of its holdings).