CDC vs JVAL
Comparison between VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF (CDC, ETF) and JPMORGAN U.S. VALUE FACTOR ETF (JVAL, ETF).
5-Year PerformanceJVAL has outperformed CDC, delivering a return of +11.6% compared to +5.4%
CDC vs JVAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CDC
$737M
JVAL
$733M
Expense Ratio
CDC
0.35%
Winner
JVAL
0.12%
Max Drawdown
Winner
CDC
25.69%
JVAL
40.42%
Sharpe Ratio
CDC
1.62
Winner
JVAL
1.99
5Y Beta
Winner
CDC
0.43
JVAL
0.95
P/E Ratio
Winner
CDC
17.32
JVAL
23.00
Forward P/E
Winner
CDC
13.67
JVAL
14.87
PEG Ratio
CDC
0.44
Winner
JVAL
0.19
5Y Dividends CAGR
Winner
CDC
10.12%
JVAL
8.36%
5Y EPS CAGR
CDC
5.86%
Winner
JVAL
16.88%
Debt to Equity
Winner
CDC
18.29%
JVAL
44.20%
P/S Ratio
CDC
1.60
Winner
JVAL
1.50
P/B Ratio
Winner
CDC
2.21
JVAL
2.69
CDC vs JVAL - Holdings Comparison
CDC and JVAL have 46 common holdings. Overlap is 11.64%
CDC's top 25 holdings weight is 34.47%. JVAL's top 25 holdings weight is 29.26%.
| Rank | CDC | JVAL |
|---|---|---|
| #1 | ALLIANT ENERGY CORP (LNT) - 1.68% | MICRON TECHNOLOGY INC (MU) - 3.00% |
| #2 | WEC ENERGY GROUP INC (WEC) - 1.67% | ALPHABET INC CLASS A (GOOGL) - 2.14% |
| #3 | DUKE ENERGY CORP (DUK) - 1.66% | APPLE INC (AAPL) - 1.92% |
| #4 | EVERGY INC (EVRG) - 1.65% | INTEL CORP (INTC) - 1.91% |
| #5 | FIRSTENERGY CORP (FE) - 1.61% | BROADCOM INC (AVGO) - 1.77% |
| #6 | DTE ENERGY CO (DTE) - 1.58% | NVIDIA CORP (NVDA) - 1.74% |
| #7 | CMS ENERGY CORP (CMS) - 1.56% | MICROSOFT CORP (MSFT) - 1.57% |
| #8 | SOUTHERN CO (SO) - 1.50% | JOHNSON & JOHNSON (JNJ) - 1.55% |
| #9 | COCA-COLA CO (KO) - 1.50% | META PLATFORMS INC CLASS A (META) - 1.46% |
| #10 | CONSOLIDATED EDISON INC (ED) - 1.40% | LAM RESEARCH CORP (LRCX) - 1.33% |
| #11 | DOMINION ENERGY INC (D) - 1.38% | APPLIED MATERIALS INC (AMAT) - 1.18% |
| #12 | PPL CORP (PPL) - 1.36% | TEXAS INSTRUMENTS INC (TXN) - 1.03% |
| #13 | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.35% | QUALCOMM INC (QCOM) - 1.01% |
| #14 | XCEL ENERGY INC (XEL) - 1.31% | KLA CORP (KLAC) - 0.95% |
| #15 | QUALCOMM INC (QCOM) - 1.29% | CISCO SYSTEMS INC (CSCO) - 0.92% |
| #16 | EXELON CORP (EXC) - 1.26% | ORACLE CORP (ORCL) - 0.88% |
| #17 | PROCTER & GAMBLE CO (PG) - 1.23% | MERCK & CO INC (MRK) - 0.88% |
| #18 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.23% | WESTERN DIGITAL CORP (WDC) - 0.83% |
| #19 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.19% | CITIGROUP INC (C) - 0.77% |
| #20 | KINDER MORGAN INC CLASS P (KMI) - 1.19% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.77% |
| #21 | METLIFE INC (MET) - 1.18% | AMKOR TECHNOLOGY INC (AMKR) - 0.34% |
| #22 | STATE STREET CORP (STT) - 1.18% | n/a (WBD) - 0.33% |
| #23 | CNA FINANCIAL CORP (CNA) - 1.17% | EBAY INC (EBAY) - 0.33% |
| #24 | CHEVRON CORP (CVX) - 1.17% | DELTA AIR LINES INC (DAL) - 0.33% |
| #25 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.17% | GENERAL DYNAMICS CORP (GD) - 0.32% |
| Total Holdings | 102 | 347 |
CDC vs JVAL - Historical Returns
Returns include dividend reinvestment.
1M
CDC
+0.75%
Winner
JVAL
+3.98%
3M
CDC
+1.92%
Winner
JVAL
+12.20%
6M
CDC
+12.37%
Winner
JVAL
+15.50%
1Y
CDC
+21.12%
Winner
JVAL
+35.96%
5Y(CAGR)
CDC
+5.41%
Winner
JVAL
+11.57%
10Y(CAGR)
CDC
+10.16%
Winner
JVAL
+12.74%
Max(CAGR)
CDC
+9.87%
Winner
JVAL
+12.74%
CDC vs JVAL - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | CDC | JVAL |
|---|---|---|
| 2026 | +11.57% | +14.79% |
| 2025 | +8.93% | +16.48% |
| 2024 | +13.99% | +14.59% |
| 2023 | -5.55% | +19.59% |
| 2022 | -8.07% | -12.14% |
| 2021 | +35.17% | +33.17% |
| 2020 | +12.93% | +5.81% |
| 2019 | +19.64% | +27.98% |
| 2018 | -6.07% | -8.93% |
| 2017 | +15.43% | +5.24% |
| 2016 | +21.97% | N/A |
| 2015 | -0.32% | N/A |
| 2014 | +7.22% | N/A |
CDC vs JVAL Drawdown Comparison
The maximum drawdown for CDC was -21.36%, occurring on Aug 24, 2023. Recovery took 654 trading sessions.
The maximum drawdown for JVAL was -40.42%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The current CDC drawdown is -0.66%. The current JVAL drawdown is -3.36%.
| Rank | CDC | JVAL |
|---|---|---|
| #1 | -21.36% Apr 20, 2022 - Nov 25, 2024 | -40.42% Jan 17, 2020 - Nov 24, 2020 |
| #2 | -18.27% Jan 17, 2020 - Jun 5, 2020 | -22.40% Jan 4, 2022 - Dec 13, 2023 |
| #3 | -15.13% Sep 14, 2018 - Oct 23, 2019 | -20.07% Nov 25, 2024 - Jul 2, 2025 |
| #4 | -12.70% Nov 29, 2024 - Aug 13, 2025 | -18.99% Sep 21, 2018 - Apr 30, 2019 |
| #5 | -10.88% Jun 8, 2020 - Nov 9, 2020 | -8.53% Jul 26, 2019 - Oct 25, 2019 |
| #6 | -9.89% Oct 22, 2015 - Mar 3, 2016 | -8.48% Feb 11, 2026 - Apr 16, 2026 |
| #7 | -9.76% Dec 29, 2014 - Oct 22, 2015 | -8.23% May 3, 2019 - Jul 3, 2019 |
| #8 | -9.29% Jan 26, 2018 - Aug 17, 2018 | -7.88% Jan 24, 2018 - Aug 28, 2018 |
| #9 | -5.67% Mar 2, 2026 - Apr 30, 2026 | -7.68% Jul 16, 2024 - Aug 30, 2024 |
| #10 | -5.49% May 10, 2021 - Aug 11, 2021 | -6.11% Oct 27, 2025 - Dec 3, 2025 |
| #11 | -5.42% Jan 14, 2022 - Mar 25, 2022 | -5.86% Mar 28, 2024 - Jul 11, 2024 |
| #12 | -4.81% Nov 15, 2021 - Dec 15, 2021 | -5.74% Nov 16, 2021 - Dec 27, 2021 |
| #13 | -4.80% Jan 14, 2021 - Feb 8, 2021 | -4.70% Jun 8, 2021 - Aug 3, 2021 |
| #14 | -4.68% Jun 23, 2016 - Jul 1, 2016 | -4.41% Sep 2, 2021 - Oct 20, 2021 |
| #15 | -4.61% Sep 2, 2021 - Oct 20, 2021 | -4.38% May 7, 2021 - Jun 4, 2021 |
Correlation
Correlation between CDC and JVAL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2014 - 2026)
CDC vs JVAL dividend yield comparison.
| Year | CDC | JVAL |
|---|---|---|
| 2026 | 0.99% | 0.30% |
| 2025 | 3.36% | 2.08% |
| 2024 | 3.32% | 2.21% |
| 2023 | 4.24% | 2.43% |
| 2022 | 3.48% | 2.46% |
| 2021 | 2.65% | 1.88% |
| 2020 | 2.48% | 2.55% |
| 2019 | 3.04% | 2.58% |
| 2018 | 3.37% | 2.61% |
| 2017 | 2.81% | 0.45% |
| 2016 | 2.99% | 0.00% |
| 2015 | 3.17% | 0.00% |
| 2014 | 1.20% | 0.00% |
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