DWAS vs JPUS
Comparison between INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF (DWAS, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF (JPUS, ETF).
5-Year PerformanceJPUS has outperformed DWAS, delivering a return of +10.1% compared to +7.3%
DWAS vs JPUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DWAS
$455M
Winner
JPUS
$456M
Expense Ratio
DWAS
0.60%
Winner
JPUS
0.18%
Max Drawdown
DWAS
46.16%
Winner
JPUS
38.69%
Sharpe Ratio
DWAS
1.26
Winner
JPUS
1.44
5Y Beta
DWAS
1.25
Winner
JPUS
0.64
P/E Ratio
DWAS
45.09
Winner
JPUS
21.86
Forward P/E
DWAS
20.36
Winner
JPUS
15.67
5Y Dividends CAGR
Winner
DWAS
25.43%
JPUS
12.19%
5Y EPS CAGR
Winner
DWAS
13.86%
JPUS
13.41%
Debt to Equity
Winner
DWAS
14.15%
JPUS
65.74%
P/S Ratio
Winner
DWAS
1.43
JPUS
1.56
P/B Ratio
DWAS
4.07
Winner
JPUS
2.87
DWAS vs JPUS - Holdings Comparison
DWAS and JPUS have 7 common holdings. Overlap is 1.70%
DWAS's top 25 holdings weight is 26.30%. JPUS's top 25 holdings weight is 10.68%.
| Rank | DWAS | JPUS |
|---|---|---|
| #1 | SEZZLE INC (SEZL) - 1.98% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.49% |
| #2 | ERASCA INC (ERAS) - 1.61% | VALERO ENERGY CORP (VLO) - 0.47% |
| #3 | AGILON HEALTH INC (AGL) - 1.44% | MARATHON PETROLEUM CORP (MPC) - 0.46% |
| #4 | TANGO THERAPEUTICS INC (TNGX) - 1.34% | ARISTA NETWORKS INC (ANET) - 0.45% |
| #5 | ENOVA INTERNATIONAL INC (ENVA) - 1.31% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.44% |
| #6 | GRAHAM CORP (GHM) - 1.30% | CORTEVA INC (CTVA) - 0.44% |
| #7 | BEL FUSE INC CLASS B (BELFB) - 1.26% | DARLING INGREDIENTS INC (DAR) - 0.43% |
| #8 | MYR GROUP INC (MYRG) - 1.14% | APPLE INC (AAPL) - 0.43% |
| #9 | CLIMB BIO INC (CLYM) - 1.06% | EATON CORP PLC (ETN) - 0.43% |
| #10 | n/a (AMRX) - 1.05% | BANK OF NEW YORK MELLON CORP (BNY) - 0.43% |
| #11 | FREQUENCY ELECTRONICS INC (FEIM) - 1.04% | EXELIXIS INC (EXEL) - 0.42% |
| #12 | ORUKA THERAPEUTICS INC (ORKA) - 0.99% | MONSTER BEVERAGE CORP (MNST) - 0.42% |
| #13 | AXT INC (AXTI) - 0.94% | APPLIED MATERIALS INC (AMAT) - 0.42% |
| #14 | SELLAS LIFE SCIENCES GROUP INC (SLS) - 0.94% | TECHNIPFMC PLC (n/a) - 0.42% |
| #15 | LINCOLN EDUCATIONAL SERVICES CORP (LINC) - 0.88% | CVS HEALTH CORP (CVS) - 0.42% |
| #16 | PERIMETER SOLUTIONS INC (PRM) - 0.86% | PHILLIPS 66 (PSX) - 0.42% |
| #17 | ACADIAN ASSET MANAGEMENT INC (AAMI) - 0.85% | ROYALTY PHARMA PLC CLASS A (RPRX) - 0.41% |
| #18 | ARTERIS INC (AIP) - 0.85% | CF INDUSTRIES HOLDINGS INC (CF) - 0.41% |
| #19 | NORTHEAST BANK (NBN) - 0.82% | CARPENTER TECHNOLOGY CORP (CRS) - 0.41% |
| #20 | TERAWULF INC (WULF) - 0.81% | CATERPILLAR INC (CAT) - 0.41% |
| #21 | STONEX GROUP INC (SNEX) - 0.80% | STATE STREET CORP (STT) - 0.41% |
| #22 | AEHR TEST SYSTEMS (AEHR) - 0.78% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.41% |
| #23 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.77% | CUMMINS INC (CMI) - 0.41% |
| #24 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.75% | BROADCOM INC (AVGO) - 0.41% |
| #25 | ACM RESEARCH INC CLASS A (ACMR) - 0.73% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.41% |
| Total Holdings | 202 | 376 |
DWAS vs JPUS - Historical Returns
Returns include dividend reinvestment.
1M
DWAS
-3.80%
Winner
JPUS
+1.96%
3M
Winner
DWAS
+3.93%
JPUS
+3.86%
6M
Winner
DWAS
+14.03%
JPUS
+10.64%
1Y
Winner
DWAS
+35.62%
JPUS
+19.13%
5Y(CAGR)
DWAS
+7.26%
Winner
JPUS
+10.07%
10Y(CAGR)
Winner
DWAS
+12.58%
JPUS
+11.33%
Max(CAGR)
DWAS
+12.04%
Winner
JPUS
+12.10%
DWAS vs JPUS - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | DWAS | JPUS |
|---|---|---|
| 2026 | +20.79% | +14.12% |
| 2025 | +5.36% | +11.20% |
| 2024 | +10.82% | +13.03% |
| 2023 | +19.26% | +11.47% |
| 2022 | -18.67% | -8.18% |
| 2021 | +21.67% | +30.47% |
| 2020 | +32.57% | +7.51% |
| 2019 | +31.24% | +25.94% |
| 2018 | -10.85% | -6.49% |
| 2017 | +20.42% | +19.84% |
| 2016 | +12.06% | +14.52% |
| 2015 | -2.33% | +6.56% |
| 2014 | -0.06% | N/A |
| 2013 | +45.26% | N/A |
| 2012 | +6.63% | N/A |
DWAS vs JPUS Drawdown Comparison
The maximum drawdown for DWAS was -46.16%, occurring on Mar 18, 2020. Recovery took 115 trading sessions.
The maximum drawdown for JPUS was -38.69%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The current DWAS drawdown is -8.70%. The current JPUS drawdown is -0.43%.
| Rank | DWAS | JPUS |
|---|---|---|
| #1 | -46.16% Feb 20, 2020 - Aug 4, 2020 | -38.69% Feb 14, 2020 - Nov 11, 2020 |
| #2 | -33.83% Nov 11, 2024 - Jan 22, 2026 | -19.04% Apr 20, 2022 - Dec 14, 2023 |
| #3 | -33.68% Nov 8, 2021 - Nov 6, 2024 | -17.85% Sep 21, 2018 - Apr 5, 2019 |
| #4 | -32.51% Aug 31, 2018 - Feb 19, 2020 | -15.97% Nov 29, 2024 - Aug 13, 2025 |
| #5 | -29.53% Jul 22, 2015 - Jun 8, 2017 | -11.74% Oct 30, 2015 - Mar 17, 2016 |
| #6 | -19.92% Mar 4, 2014 - Mar 16, 2015 | -9.37% Jan 26, 2018 - Aug 7, 2018 |
| #7 | -16.92% Feb 9, 2021 - Nov 1, 2021 | -8.27% Jan 4, 2022 - Mar 29, 2022 |
| #8 | -12.55% Nov 1, 2012 - Jan 4, 2013 | -6.90% Mar 2, 2026 - Apr 17, 2026 |
| #9 | -10.14% Oct 13, 2020 - Nov 5, 2020 | -6.00% Apr 30, 2019 - Jun 20, 2019 |
| #10 | -10.02% Feb 26, 2026 - Apr 8, 2026 | -5.76% Jul 26, 2019 - Sep 12, 2019 |
| #11 | -9.43% Jun 30, 2026 - Jul 20, 2026 | -5.57% Mar 28, 2024 - Jul 12, 2024 |
| #12 | -8.74% Mar 12, 2018 - May 18, 2018 | -5.38% Jul 26, 2016 - Dec 7, 2016 |
| #13 | -8.58% Aug 19, 2020 - Oct 5, 2020 | -5.18% Nov 16, 2021 - Dec 23, 2021 |
| #14 | -8.30% Dec 26, 2013 - Feb 26, 2014 | -5.03% Sep 2, 2021 - Oct 22, 2021 |
| #15 | -7.73% Jan 23, 2018 - Mar 7, 2018 | -4.43% Jul 31, 2024 - Aug 19, 2024 |
Correlation
Correlation between DWAS and JPUS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2012 - 2026)
DWAS vs JPUS dividend yield comparison.
| Year | DWAS | JPUS |
|---|---|---|
| 2026 | 0.00% | 0.86% |
| 2025 | 0.07% | 2.27% |
| 2024 | 0.79% | 2.12% |
| 2023 | 1.42% | 2.26% |
| 2022 | 0.81% | 2.35% |
| 2021 | 0.16% | 1.67% |
| 2020 | 0.21% | 1.94% |
| 2019 | 0.13% | 2.09% |
| 2018 | 0.04% | 2.16% |
| 2017 | 0.20% | 1.25% |
| 2016 | 0.52% | 0.77% |
| 2015 | 0.19% | 0.48% |
| 2014 | 0.05% | 0.00% |
| 2013 | 0.16% | 0.00% |
| 2012 | 0.83% | 0.00% |
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