FAN vs JUSA
Comparison between FIRST TRUST GLOBAL WIND ENERGY ETF (FAN, ETF) and JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF).
5-Year PerformanceJUSA has outperformed FAN, delivering a return of +7.3% compared to +4.6%
FAN vs JUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FAN
$320M
JUSA
$319M
Expense Ratio
FAN
0.60%
Winner
JUSA
0.12%
Max Drawdown
FAN
80.62%
Winner
JUSA
22.96%
Sharpe Ratio
Winner
FAN
1.61
JUSA
1.48
5Y Beta
Winner
FAN
0.69
JUSA
0.97
P/E Ratio
FAN
N/A
JUSA
26.97
Forward P/E
FAN
N/A
JUSA
21.12
PEG Ratio
FAN
N/A
JUSA
0.46
5Y Dividends CAGR
FAN
2.09%
JUSA
N/A
5Y EPS CAGR
FAN
N/A
JUSA
26.72%
Debt to Equity
FAN
N/A
JUSA
16.15%
P/S Ratio
FAN
N/A
JUSA
3.89
P/B Ratio
FAN
N/A
JUSA
5.54
FAN vs JUSA - Holdings Comparison
FAN and JUSA have 3 common holdings. Overlap is 1.02%
FAN's top 25 holdings weight is 82.31%. JUSA's top 25 holdings weight is 54.62%.
| Rank | FAN | JUSA |
|---|---|---|
| #1 | ORSTED AS (n/a) - 8.26% | NVIDIA CORP (NVDA) - 8.82% |
| #2 | VESTAS WIND SYSTEMS AS (n/a) - 8.14% | APPLE INC (AAPL) - 6.93% |
| #3 | NORDEX SE AKT. NACH KAPITALHERABSETZUNG (n/a) - 7.08% | MICROSOFT CORP (MSFT) - 5.26% |
| #4 | EDP RENEWABLES SA (n/a) - 6.66% | AMAZON.COM INC (AMZN) - 4.41% |
| #5 | NORTHLAND POWER INC (NPIFF) - 5.95% | ALPHABET INC CLASS A (GOOGL) - 3.61% |
| #6 | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 5.65% | BROADCOM INC (AVGO) - 3.23% |
| #7 | BORALEX INC CLASS A (BRLXF) - 3.22% | ALPHABET INC CLASS C (GOOG) - 2.59% |
| #8 | PRYSMIAN SPA (n/a) - 2.82% | META PLATFORMS INC CLASS A (META) - 2.28% |
| #9 | ENERGIX-RENEWABLE ENERGIES LTD (n/a) - 2.80% | TESLA INC (TSLA) - 1.59% |
| #10 | CHINA LONGYUAN POWER GROUP CORP LTD CLASS H (n/a) - 2.71% | MICRON TECHNOLOGY INC (MU) - 1.42% |
| #11 | THE TIMKEN CO (TKR) - 2.31% | EXXON MOBIL CORP (XOM) - 1.41% |
| #12 | ERG SPA (n/a) - 2.18% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.30% |
| #13 | ARCOSA INC (ACA) - 2.17% | VISA INC CLASS A (V) - 1.16% |
| #14 | GE VERNOVA INC (GEV) - 2.10% | JOHNSON & JOHNSON (JNJ) - 1.12% |
| #15 | CLEARWAY ENERGY INC CLASS C (CWEN) - 2.04% | ELI LILLY AND CO (LLY) - 1.11% |
| #16 | GOLDWIND SCIENCE & TECHNOLOGY CO LTD CLASS H (n/a) - 1.90% | MASTERCARD INC CLASS A (MA) - 1.00% |
| #17 | RWE AG CLASS A (n/a) - 1.89% | ADVANCED MICRO DEVICES INC (AMD) - 0.94% |
| #18 | ACCIONA SA (n/a) - 1.87% | ABBVIE INC (ABBV) - 0.91% |
| #19 | ALLIANT ENERGY CORP (LNT) - 1.86% | LAM RESEARCH CORP (LRCX) - 0.88% |
| #20 | IBERDROLA SA (n/a) - 1.82% | RTX CORP (RTX) - 0.82% |
| #21 | BKW AG (n/a) - 1.81% | BANK OF AMERICA CORP (BAC) - 0.78% |
| #22 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.78% | WALMART INC (WMT) - 0.78% |
| #23 | HITACHI LTD (n/a) - 1.78% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 0.77% |
| #24 | SKF AB CLASS B (n/a) - 1.76% | TEXAS INSTRUMENTS INC (TXN) - 0.76% |
| #25 | ENEL SPA (n/a) - 1.75% | WELLS FARGO & CO (WFC) - 0.74% |
| Total Holdings | 53 | 246 |
FAN vs JUSA - Historical Returns
Returns include dividend reinvestment.
1M
FAN
-6.50%
Winner
JUSA
+0.19%
3M
FAN
+5.37%
Winner
JUSA
+10.95%
6M
Winner
FAN
+22.03%
JUSA
+8.50%
1Y
Winner
FAN
+40.31%
JUSA
+22.99%
5Y(CAGR)
FAN
+4.63%
Winner
JUSA
+7.32%
10Y(CAGR)
FAN
+9.75%
JUSA
N/A
Max(CAGR)
FAN
+1.04%
Winner
JUSA
+7.32%
FAN vs JUSA - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | FAN | JUSA |
|---|---|---|
| 2026 | +17.23% | +8.16% |
| 2025 | +39.24% | +21.69% |
| 2024 | -7.56% | N/A |
| 2023 | -3.92% | +17.35% |
| 2022 | -14.43% | -17.30% |
| 2021 | -14.12% | +10.85% |
| 2020 | +61.13% | N/A |
| 2019 | +31.68% | N/A |
| 2018 | -12.10% | N/A |
| 2017 | +15.91% | N/A |
| 2016 | +10.50% | N/A |
| 2015 | +10.74% | N/A |
| 2014 | -7.62% | N/A |
| 2013 | +62.57% | N/A |
| 2012 | -13.58% | N/A |
| 2011 | -23.42% | N/A |
| 2010 | -32.37% | N/A |
| 2009 | +19.44% | N/A |
| 2008 | -56.68% | N/A |
FAN vs JUSA Drawdown Comparison
The maximum drawdown for FAN was -79.84%, occurring on Jul 24, 2012. Recovery took 3145 trading sessions.
The maximum drawdown for JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.
The current FAN drawdown is -8.56%. The current JUSA drawdown is -2.36%.
| Rank | FAN | JUSA |
|---|---|---|
| #1 | -79.84% Jun 27, 2008 - Dec 23, 2020 | -22.96% Jan 4, 2022 - May 13, 2025 |
| #2 | -46.30% Jan 7, 2021 - Feb 25, 2026 | -8.93% Feb 2, 2026 - Apr 14, 2026 |
| #3 | -11.13% May 6, 2026 - Jun 10, 2026 | -5.18% Aug 30, 2021 - Oct 19, 2021 |
| #4 | -5.26% Mar 2, 2026 - Mar 31, 2026 | -4.94% Oct 29, 2025 - Dec 10, 2025 |
| #5 | -2.11% Apr 27, 2026 - Apr 30, 2026 | -4.36% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -2.05% Apr 14, 2026 - Apr 23, 2026 | -4.26% Nov 18, 2021 - Dec 27, 2021 |
| #7 | -1.59% Apr 30, 2026 - May 5, 2026 | -3.22% Jul 12, 2021 - Jul 23, 2021 |
| #8 | -0.47% Apr 10, 2026 - Apr 14, 2026 | -2.88% Oct 8, 2025 - Oct 21, 2025 |
| #9 | -0.34% Dec 30, 2020 - Jan 4, 2021 | -2.82% May 19, 2025 - Jun 3, 2025 |
| #10 | N/A | -2.74% Dec 11, 2025 - Dec 23, 2025 |
| #11 | N/A | -2.73% Jan 12, 2026 - Jan 27, 2026 |
| #12 | N/A | -2.38% Jul 25, 2025 - Aug 12, 2025 |
| #13 | N/A | -1.94% May 14, 2026 - May 26, 2026 |
| #14 | N/A | -1.82% Aug 16, 2021 - Aug 24, 2021 |
| #15 | N/A | -1.47% Sep 22, 2025 - Oct 1, 2025 |
Correlation
Correlation between FAN and JUSA is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2008 - 2026)
FAN vs JUSA dividend yield comparison.
| Year | FAN | JUSA |
|---|---|---|
| 2026 | 0.00% | 0.17% |
| 2025 | 1.35% | 0.77% |
| 2024 | 1.52% | 0.00% |
| 2023 | 1.71% | 0.00% |
| 2022 | 1.50% | 1.57% |
| 2021 | 1.79% | 0.53% |
| 2020 | 0.84% | 0.00% |
| 2019 | 2.42% | 0.00% |
| 2018 | 2.67% | 0.00% |
| 2017 | 2.59% | 0.00% |
| 2016 | 6.04% | 0.00% |
| 2015 | 2.35% | 0.00% |
| 2014 | 2.61% | 0.00% |
| 2013 | 0.71% | 0.00% |
| 2012 | 1.63% | 0.00% |
| 2011 | 0.74% | 0.00% |
| 2010 | 0.90% | 0.00% |
| 2009 | 2.14% | 0.00% |
| 2008 | 0.32% | 0.00% |
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