EFRA vs JOJO

Comparison between ISHARES ENVIRONMENTAL INFRASTRUCTURE AND INDUSTRIALS ETF (EFRA, ETF) and ATAC CREDIT ROTATION ETF (JOJO, ETF).

EFRA vs JOJO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFRA(ETF)	JOJO(ETF)
Net Assets	$5.70M	$5.80M
Expense Ratio	0.47%	1.24%
Max Drawdown	18.53%	33.72%
Sharpe Ratio	0.38	0.37
5Y Beta	0.65	0.09
P/E Ratio	26.22	N/A
Forward P/E	20.10	N/A
PEG Ratio	0.80	N/A
Debt to Equity	52.91%	N/A
P/S Ratio	2.26	N/A
P/B Ratio	2.93	N/A

Net Assets

EFRA

$5.70M

Winner

JOJO

$5.80M

Expense Ratio

Winner

EFRA

0.47%

JOJO

1.24%

Max Drawdown

Winner

EFRA

18.53%

JOJO

33.72%

Sharpe Ratio

Winner

EFRA

0.38

JOJO

0.37

5Y Beta

EFRA

0.65

Winner

JOJO

0.09

P/E Ratio

EFRA

26.22

JOJO

N/A

Forward P/E

EFRA

20.10

JOJO

N/A

PEG Ratio

EFRA

0.80

JOJO

N/A

Debt to Equity

EFRA

52.91%

JOJO

N/A

P/S Ratio

EFRA

2.26

JOJO

N/A

P/B Ratio

EFRA

2.93

JOJO

N/A

EFRA vs JOJO - Historical Returns

Returns include dividend reinvestment.

Period	EFRA	JOJO
1 month	-0.52%	-1.40%
3 months	-1.14%	-1.52%
6 months	+0.99%	+0.23%
1 year	+8.33%	+5.53%
5 years(CAGR)	N/A	-0.85%
Max(CAGR)	+13.62%	-0.90%

Winner

EFRA

-0.52%

JOJO

-1.40%

Winner

EFRA

-1.14%

JOJO

-1.52%

Winner

EFRA

+0.99%

JOJO

+0.23%

Winner

EFRA

+8.33%

JOJO

+5.53%

5Y(CAGR)

EFRA

N/A

JOJO

-0.85%

Max(CAGR)

Winner

EFRA

+13.62%

JOJO

-0.90%

EFRA vs JOJO - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	EFRA	JOJO
2026	+4.87%	+0.67%
2025	+14.24%	+10.20%
2024	+9.55%	+3.21%
2023	+14.05%	+6.07%
2022	+7.48%	-20.36%
2021	N/A	-0.35%

EFRA vs JOJO Drawdown Comparison

The maximum drawdown for EFRA was -16.22%, occurring on Apr 8, 2025. Recovery took 164 trading sessions.

The maximum drawdown for JOJO was -28.43%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current EFRA drawdown is -5.93%. The current JOJO drawdown is -7.41%.

Rank	EFRA	JOJO
#1	-16.22% Sep 19, 2024 - May 16, 2025	-28.43% Nov 5, 2021 - Sep 27, 2022
#2	-15.74% Jul 31, 2023 - Dec 19, 2023	-3.31% Jul 19, 2021 - Oct 27, 2021
#3	-11.20% Feb 27, 2026 - Mar 20, 2026	-0.35% Oct 27, 2021 - Nov 3, 2021
#4	-10.12% Feb 2, 2023 - Jul 13, 2023	N/A
#5	-7.58% Oct 24, 2025 - Jan 6, 2026	N/A
#6	-6.94% Dec 2, 2022 - Jan 12, 2023	N/A
#7	-6.30% May 20, 2024 - Jul 16, 2024	N/A
#8	-5.15% Jul 31, 2024 - Aug 21, 2024	N/A
#9	-4.71% Dec 27, 2023 - Feb 15, 2024	N/A
#10	-4.47% Mar 28, 2024 - May 3, 2024	N/A
#11	-3.61% Aug 30, 2024 - Sep 16, 2024	N/A
#12	-3.48% Aug 22, 2025 - Oct 23, 2025	N/A
#13	-2.87% Nov 25, 2022 - Dec 1, 2022	N/A
#14	-2.86% Jul 3, 2025 - Aug 12, 2025	N/A
#15	-2.42% Jan 17, 2023 - Jan 24, 2023	N/A