EQTY vs JFLX
Comparison between KOVITZ CORE EQUITY ETF (EQTY, ETF) and JPMorgan Flexible Debt ETF (JFLX, ETF).
EQTY vs JFLX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQTY
$1.30B
JFLX
$1.30B
Expense Ratio
EQTY
0.99%
Winner
JFLX
0.45%
Max Drawdown
EQTY
17.28%
Winner
JFLX
2.76%
Sharpe Ratio
Winner
EQTY
1.02
JFLX
0.47
5Y Beta
EQTY
0.85
Winner
JFLX
0.14
P/E Ratio
EQTY
28.29
JFLX
N/A
Forward P/E
EQTY
20.75
JFLX
N/A
PEG Ratio
EQTY
0.89
JFLX
N/A
5Y EPS CAGR
EQTY
14.50%
JFLX
N/A
Debt to Equity
EQTY
47.64%
JFLX
N/A
P/S Ratio
EQTY
3.23
JFLX
N/A
P/B Ratio
EQTY
4.04
JFLX
N/A
EQTY vs JFLX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQTY
+1.63%
JFLX
+0.91%
3M
Winner
EQTY
+1.28%
JFLX
+0.55%
6M
Winner
EQTY
+5.44%
JFLX
+2.48%
1Y
EQTY
+16.96%
JFLX
N/A
Max(CAGR)
Winner
EQTY
+16.79%
JFLX
+4.89%
EQTY vs JFLX - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | EQTY | JFLX |
|---|---|---|
| 2026 | +3.07% | +1.87% |
| 2025 | +13.71% | +1.26% |
| 2024 | +20.68% | N/A |
| 2023 | +26.48% | N/A |
| 2022 | -3.83% | N/A |
EQTY vs JFLX Drawdown Comparison
The maximum drawdown for EQTY was -17.28%, occurring on Apr 8, 2025. Recovery took 100 trading sessions.
The maximum drawdown for JFLX was -2.36%, occurring on Mar 27, 2026. Recovery took 61 trading sessions.
The current EQTY drawdown is -1.19%.
| Rank | EQTY | JFLX |
|---|---|---|
| #1 | -17.28% Feb 6, 2025 - Jul 2, 2025 | -2.36% Feb 27, 2026 - May 27, 2026 |
| #2 | -11.85% Jan 28, 2026 - Mar 27, 2026 | -0.56% Oct 28, 2025 - Nov 28, 2025 |
| #3 | -11.46% Aug 1, 2023 - Dec 13, 2023 | -0.52% Oct 1, 2025 - Oct 15, 2025 |
| #4 | -9.60% Feb 2, 2023 - Jun 12, 2023 | -0.38% Dec 3, 2025 - Dec 19, 2025 |
| #5 | -6.79% Jul 16, 2024 - Aug 21, 2024 | -0.24% Jan 29, 2026 - Feb 6, 2026 |
| #6 | -6.75% Dec 13, 2022 - Jan 11, 2023 | -0.21% Jan 13, 2026 - Jan 23, 2026 |
| #7 | -6.35% Oct 27, 2025 - Dec 5, 2025 | -0.19% Nov 28, 2025 - Dec 2, 2025 |
| #8 | -5.10% Mar 28, 2024 - Jul 10, 2024 | -0.16% Feb 17, 2026 - Feb 26, 2026 |
| #9 | -4.35% Dec 11, 2024 - Jan 21, 2025 | -0.07% Dec 30, 2025 - Jan 2, 2026 |
| #10 | -3.92% Aug 30, 2024 - Sep 19, 2024 | -0.06% Oct 20, 2025 - Oct 23, 2025 |
| #11 | -2.93% Jul 25, 2025 - Aug 12, 2025 | -0.04% Feb 10, 2026 - Feb 13, 2026 |
| #12 | -2.90% Nov 11, 2024 - Nov 26, 2024 | -0.02% Jan 5, 2026 - Jan 7, 2026 |
| #13 | -2.88% Sep 11, 2025 - Oct 8, 2025 | -0.02% Jan 7, 2026 - Jan 9, 2026 |
| #14 | -2.86% Oct 8, 2025 - Oct 20, 2025 | -0.02% Sep 29, 2025 - Oct 1, 2025 |
| #15 | -2.58% Jan 12, 2023 - Jan 23, 2023 | -0.02% Dec 19, 2025 - Dec 23, 2025 |
Correlation
Correlation between EQTY and JFLX is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2022 - 2026)
EQTY vs JFLX dividend yield comparison.
| Year | EQTY | JFLX |
|---|---|---|
| 2026 | 0.00% | 2.01% |
| 2025 | 0.02% | 1.27% |
| 2024 | 0.33% | 0.00% |
| 2023 | 0.26% | 0.00% |
| 2022 | 0.08% | 0.00% |
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