EELV vs JUSA

Comparison between INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF (EELV, ETF) and JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF).

5-Year PerformanceEELV has outperformed JUSA, delivering a return of +7.8% compared to +7.2%

EELV vs JUSA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EELV(ETF)	JUSA(ETF)
Net Assets	$423M	$424M
Expense Ratio	0.29%	0.12%
Max Drawdown	47.27%	22.96%
Sharpe Ratio	0.84	1.18
5Y Beta	0.45	0.96
P/E Ratio	N/A	27.81
Forward P/E	N/A	20.36
PEG Ratio	N/A	0.42
5Y Dividends CAGR	13.25%	N/A
5Y EPS CAGR	N/A	25.84%
Debt to Equity	N/A	18.92%
P/S Ratio	N/A	3.92
P/B Ratio	N/A	5.62

Net Assets

EELV

$423M

Winner

JUSA

$424M

Expense Ratio

EELV

0.29%

Winner

JUSA

0.12%

Max Drawdown

EELV

47.27%

Winner

JUSA

22.96%

Sharpe Ratio

EELV

0.84

Winner

JUSA

1.18

5Y Beta

Winner

EELV

0.45

JUSA

0.96

P/E Ratio

EELV

N/A

JUSA

27.81

Forward P/E

EELV

N/A

JUSA

20.36

PEG Ratio

EELV

N/A

JUSA

0.42

5Y Dividends CAGR

EELV

13.25%

JUSA

N/A

5Y EPS CAGR

EELV

N/A

JUSA

25.84%

Debt to Equity

EELV

N/A

JUSA

18.92%

P/S Ratio

EELV

N/A

JUSA

3.92

P/B Ratio

EELV

N/A

JUSA

5.62

EELV vs JUSA - Holdings Comparison

EELV and JUSA have 1 common holdings. Overlap is -0.03%

EELV's top 25 holdings weight is 18.56%. JUSA's top 25 holdings weight is 53.64%.

Rank	EELV	JUSA
#1	n/a (n/a) - 0.95%	NVIDIA CORP (NVDA) - 7.78%
#2	BOROUGE PLC (n/a) - 0.93%	APPLE INC (AAPL) - 6.71%
#3	KUWAIT FINANCE HOUSE (n/a) - 0.92%	MICROSOFT CORP (MSFT) - 4.81%
#4	n/a (n/a) - 0.91%	AMAZON.COM INC (AMZN) - 4.01%
#5	CHUNGHWA TELECOM CO LTD (n/a) - 0.83%	ALPHABET INC CLASS A (GOOGL) - 3.31%
#6	TAIWAN HIGH SPEED RAIL CORP (n/a) - 0.81%	BROADCOM INC (AVGO) - 2.81%
#7	BOUBYAN BANK KSC (n/a) - 0.75%	ALPHABET INC CLASS C (GOOG) - 2.56%
#8	CHANG HWA COMMERCIAL BANK LTD (n/a) - 0.75%	META PLATFORMS INC CLASS A (META) - 2.24%
#9	TAICHUNG COMMERCIAL BANK CO LTD (n/a) - 0.75%	MICRON TECHNOLOGY INC (MU) - 2.04%
#10	TAIWAN BUSINESS BANK (n/a) - 0.75%	TESLA INC (TSLA) - 1.61%
#11	STARLUX AIRLINES CO LTD ORDINARY SHARES (n/a) - 0.73%	ADVANCED MICRO DEVICES INC (AMD) - 1.36%
#12	SAUDI TELECOM CO (n/a) - 0.73%	ELI LILLY AND CO (LLY) - 1.31%
#13	MEGA FINANCIAL HOLDING CO LTD (n/a) - 0.71%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.26%
#14	SCB X PCL NVDR (n/a) - 0.70%	LAM RESEARCH CORP (LRCX) - 1.23%
#15	THE SHANGHAI COMMERCIAL AND SAVINGS BANK (n/a) - 0.70%	JOHNSON & JOHNSON (JNJ) - 1.21%
#16	NEPI ROCKCASTLE NV (n/a) - 0.70%	EXXON MOBIL CORP (XOM) - 1.17%
#17	FIRST FINANCIAL HOLDING CO LTD (n/a) - 0.69%	VISA INC CLASS A (V) - 1.15%
#18	JARIR MARKETING CO (n/a) - 0.68%	ABBVIE INC (ABBV) - 1.05%
#19	MALAYAN BANKING BHD (n/a) - 0.67%	MASTERCARD INC CLASS A (MA) - 1.04%
#20	ALRAYAN BANK SHS PARTLY PAID (n/a) - 0.67%	BANK OF AMERICA CORP (BAC) - 0.93%
#21	n/a (n/a) - 0.66%	RTX CORP (RTX) - 0.89%
#22	TAIWAN MOBILE CO LTD (n/a) - 0.66%	JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 0.83%
#23	MOBILE TELECOMMUNICATIONS CO KSC (n/a) - 0.65%	WELLS FARGO & CO (WFC) - 0.81%
#24	IOI CORP BHD (n/a) - 0.63%	UNITEDHEALTH GROUP INC (UNH) - 0.77%
#25	NATIONAL BANK OF KUWAIT SAK (n/a) - 0.63%	INTEL CORP (INTC) - 0.75%
Total Holdings	222	254

EELV vs JUSA - Historical Returns

Returns include dividend reinvestment.

Period	EELV	JUSA
1 month	+0.55%	+0.63%
3 months	-1.15%	+6.11%
6 months	+2.31%	+9.71%
1 year	+13.46%	+19.20%
5 years(CAGR)	+7.78%	+7.23%
10 years(CAGR)	+6.42%	N/A
Max(CAGR)	+4.36%	+7.47%

EELV

+0.55%

Winner

JUSA

+0.63%

EELV

-1.15%

Winner

JUSA

+6.11%

EELV

+2.31%

Winner

JUSA

+9.71%

EELV

+13.46%

Winner

JUSA

+19.20%

5Y(CAGR)

Winner

EELV

+7.78%

JUSA

+7.23%

10Y(CAGR)

EELV

+6.42%

JUSA

N/A

Max(CAGR)

EELV

+4.36%

Winner

JUSA

+7.47%

EELV vs JUSA - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	EELV	JUSA
2026	+5.31%	+9.73%
2025	+22.38%	+21.69%
2024	+2.28%	N/A
2023	+9.09%	+17.35%
2022	-3.22%	-17.30%
2021	+16.19%	+10.85%
2020	-4.69%	N/A
2019	+8.94%	N/A
2018	-6.85%	N/A
2017	+24.52%	N/A
2016	+7.76%	N/A
2015	-17.71%	N/A
2014	-2.23%	N/A
2013	-2.50%	N/A
2012	+17.60%	N/A

EELV vs JUSA Drawdown Comparison

The maximum drawdown for EELV was -36.30%, occurring on Mar 19, 2020. Recovery took 811 trading sessions.

The maximum drawdown for JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.

The current EELV drawdown is -2.89%. The current JUSA drawdown is -0.95%.

Rank	EELV	JUSA
#1	-36.30% Jan 26, 2018 - Apr 19, 2021	-22.96% Jan 4, 2022 - May 13, 2025
#2	-34.89% Sep 5, 2014 - Jan 22, 2018	-8.93% Feb 2, 2026 - Apr 14, 2026
#3	-19.05% Apr 13, 2022 - May 15, 2024	-5.18% Aug 30, 2021 - Oct 19, 2021
#4	-16.55% May 8, 2013 - Aug 19, 2014	-4.94% Oct 29, 2025 - Dec 10, 2025
#5	-11.78% Sep 26, 2024 - May 13, 2025	-4.36% Jun 2, 2026 - Jun 10, 2026
#6	-10.11% May 1, 2012 - Aug 16, 2012	-4.26% Nov 18, 2021 - Dec 27, 2021
#7	-8.22% Feb 24, 2026 - Mar 20, 2026	-3.22% Jul 12, 2021 - Jul 23, 2021
#8	-5.54% Feb 16, 2022 - Apr 13, 2022	-2.88% Oct 8, 2025 - Oct 21, 2025
#9	-4.87% May 7, 2021 - Jun 1, 2021	-2.82% May 19, 2025 - Jun 3, 2025
#10	-4.33% Nov 12, 2021 - Jan 10, 2022	-2.74% Dec 11, 2025 - Dec 23, 2025
#11	-4.01% Apr 2, 2012 - May 1, 2012	-2.73% Jan 12, 2026 - Jan 27, 2026
#12	-3.83% Jul 31, 2024 - Aug 13, 2024	-2.38% Jul 25, 2025 - Aug 12, 2025
#13	-3.72% Jun 2, 2021 - Aug 30, 2021	-1.94% May 14, 2026 - May 26, 2026
#14	-3.65% Mar 1, 2012 - Apr 2, 2012	-1.82% Aug 16, 2021 - Aug 24, 2021
#15	-3.55% Mar 8, 2013 - Apr 30, 2013	-1.47% Sep 22, 2025 - Oct 1, 2025

Correlation

Correlation between EELV and JUSA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2012 - 2026)

EELV vs JUSA dividend yield comparison.

Year	EELV	JUSA
2026	2.45%	0.26%
2025	3.75%	0.77%
2024	4.70%	0.00%
2023	4.00%	0.00%
2022	3.46%	1.57%
2021	4.35%	0.53%
2020	2.82%	0.00%
2019	3.14%	0.00%
2018	5.50%	0.00%
2017	2.92%	0.00%
2016	2.29%	0.00%
2015	2.53%	0.00%
2014	3.25%	0.00%
2013	2.10%	0.00%
2012	0.98%	0.00%