AVIG vs JPEF

Comparison between AVANTIS CORE FIXED INCOME ETF (AVIG, ETF) and JPMORGAN EQUITY FOCUS ETF (JPEF, ETF).

AVIG vs JPEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVIG(ETF)	JPEF(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.15%	0.44%
Max Drawdown	23.45%	18.10%
Sharpe Ratio	0.26	1.07
5Y Beta	0.06	0.94
P/E Ratio	N/A	28.18
Forward P/E	N/A	22.16
PEG Ratio	N/A	0.64
5Y Dividends CAGR	42.57%	N/A
5Y EPS CAGR	N/A	28.85%
Debt to Equity	N/A	-65.21%
P/S Ratio	N/A	4.92
P/B Ratio	N/A	4.93

Net Assets

AVIG

$1.90B

Winner

JPEF

$2B

Expense Ratio

Winner

AVIG

0.15%

JPEF

0.44%

Max Drawdown

AVIG

23.45%

Winner

JPEF

18.10%

Sharpe Ratio

AVIG

0.26

Winner

JPEF

1.07

5Y Beta

Winner

AVIG

0.06

JPEF

0.94

P/E Ratio

AVIG

N/A

JPEF

28.18

Forward P/E

AVIG

N/A

JPEF

22.16

PEG Ratio

AVIG

N/A

JPEF

0.64

5Y Dividends CAGR

AVIG

42.57%

JPEF

N/A

5Y EPS CAGR

AVIG

N/A

JPEF

28.85%

Debt to Equity

AVIG

N/A

JPEF

-65.21%

P/S Ratio

AVIG

N/A

JPEF

4.92

P/B Ratio

AVIG

N/A

JPEF

4.93

AVIG vs JPEF - Historical Returns

Returns include dividend reinvestment.

Period	AVIG	JPEF
1 month	+0.51%	-1.55%
3 months	+0.65%	+8.80%
6 months	+0.38%	+4.30%
1 year	+4.50%	+16.18%
5 years(CAGR)	+0.11%	N/A
Max(CAGR)	-0.10%	+17.57%

Winner

AVIG

+0.51%

JPEF

-1.55%

AVIG

+0.65%

Winner

JPEF

+8.80%

AVIG

+0.38%

Winner

JPEF

+4.30%

AVIG

+4.50%

Winner

JPEF

+16.18%

5Y(CAGR)

AVIG

+0.11%

JPEF

N/A

Max(CAGR)

AVIG

-0.10%

Winner

JPEF

+17.57%

AVIG vs JPEF - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	AVIG	JPEF
2026	+0.26%	+5.44%
2025	+7.93%	+11.96%
2024	+2.00%	+28.45%
2023	+5.87%	+5.72%
2022	-13.37%	N/A
2021	-2.02%	N/A
2020	+0.96%	N/A

AVIG vs JPEF Drawdown Comparison

The maximum drawdown for AVIG was -19.64%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for JPEF was -18.09%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.

The current AVIG drawdown is -1.54%. The current JPEF drawdown is -3.17%.

Rank	AVIG	JPEF
#1	-19.64% Dec 31, 2020 - Oct 20, 2022	-18.09% Jan 23, 2025 - Jun 30, 2025
#2	-0.82% Nov 5, 2020 - Nov 20, 2020	-9.38% Jul 31, 2023 - Nov 20, 2023
#3	-0.64% Oct 15, 2020 - Nov 4, 2020	-8.37% Jul 16, 2024 - Aug 30, 2024
#4	-0.42% Nov 30, 2020 - Dec 22, 2020	-8.25% Feb 25, 2026 - Apr 15, 2026
#5	-0.10% Nov 20, 2020 - Nov 27, 2020	-5.29% Mar 21, 2024 - May 15, 2024
#6	-0.04% Dec 22, 2020 - Dec 24, 2020	-4.88% Oct 28, 2025 - Dec 26, 2025
#7	N/A	-4.60% May 14, 2026 - Jun 10, 2026
#8	N/A	-4.44% Aug 30, 2024 - Sep 19, 2024
#9	N/A	-4.15% Dec 16, 2024 - Jan 22, 2025
#10	N/A	-3.31% Oct 18, 2024 - Nov 6, 2024
#11	N/A	-2.80% Oct 8, 2025 - Oct 20, 2025
#12	N/A	-2.72% Dec 26, 2025 - Jan 27, 2026
#13	N/A	-2.12% Jul 28, 2025 - Aug 12, 2025
#14	N/A	-2.01% Jan 29, 2024 - Feb 2, 2024
#15	N/A	-1.94% Dec 28, 2023 - Jan 10, 2024