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FGSM vs JPO

Comparison between FRONTIER ASSET GLOBAL SMALL CAP EQUITY ETF (FGSM, ETF) and YIELDMAX(R) JP OPTION INCOME STRATEGY ETF (JPO, ETF).

FGSM vs JPO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FGSM
$51M
Winner
JPO
$51M
Expense Ratio
Winner
FGSM
0.82%
JPO
1.04%
Max Drawdown
Winner
FGSM
17.74%
JPO
39.25%
Sharpe Ratio
Winner
FGSM
1.42
JPO
0.65
5Y Beta
FGSM
0.87
Winner
JPO
0.74

FGSM vs JPO - Holdings Comparison

FGSM and JPO have 0 common holdings. Overlap is 0.00%

FGSM's top 25 holdings weight is 99.96%. JPO's top 25 holdings weight is 1.16%.

RankFGSMJPO
#1
AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 27.65%
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.16%
#2
ISHARES CORE S&P SMALL-CAP ETF (IJR) - 22.08%
N/A
#3
ISHARES U.S. SMALL-CAP EQ FAC ETF (SMLF) - 18.66%
N/A
#4
ISHARES MSCI INTL SMALL-CAP MLTFCT ETF (ISCF) - 14.00%
N/A
#5
AVANTIS US SMALL CAP VALUE ETF (AVUV) - 11.49%
N/A
#6
NEUBERGER SMALL-MID CAP ETF (NBSM) - 6.08%
N/A
#7N/AN/A
#8N/AN/A
#9N/AN/A
#10N/AN/A
#11N/AN/A
#12N/AN/A
#13N/AN/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings61

FGSM vs JPO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FGSM
+4.11%
JPO
-0.15%
3M
FGSM
+5.30%
Winner
JPO
+14.91%
6M
FGSM
+9.17%
Winner
JPO
+17.02%
1Y
Winner
FGSM
+26.17%
JPO
+15.43%
Max(CAGR)
Winner
FGSM
+25.45%
JPO
+17.15%

FGSM vs JPO - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearFGSMJPO
2026+19.41%+7.86%
2025+21.45%+22.52%
2024+0.24%+13.34%
2023N/A+5.05%

FGSM vs JPO Drawdown Comparison

The maximum drawdown for FGSM was -17.72%, occurring on Apr 8, 2025. Recovery took 73 trading sessions.

The maximum drawdown for JPO was -24.77%, occurring on Apr 4, 2025. Recovery took 94 trading sessions.

The current FGSM drawdown is -0.43%. The current JPO drawdown is -2.64%.

RankFGSMJPO
#1-17.72%
Feb 18, 2025 - Jun 3, 2025
-24.77%
Feb 18, 2025 - Jul 3, 2025
#2-9.84%
Feb 26, 2026 - Apr 17, 2026
-14.22%
Jan 6, 2026 - Jun 17, 2026
#3-5.86%
Oct 27, 2025 - Nov 28, 2025
-10.64%
Apr 8, 2024 - Nov 6, 2024
#4-4.05%
Oct 6, 2025 - Oct 24, 2025
-9.93%
Oct 13, 2023 - Dec 19, 2023
#5-3.99%
Jul 23, 2025 - Aug 12, 2025
-6.89%
Nov 29, 2024 - Jan 15, 2025
#6-3.17%
May 6, 2026 - May 26, 2026
-6.51%
Nov 12, 2025 - Dec 23, 2025
#7-2.87%
Dec 26, 2024 - Jan 16, 2025
-5.09%
Sep 26, 2025 - Nov 6, 2025
#8-2.82%
Jun 4, 2026 - Jun 12, 2026
-4.08%
Jul 3, 2025 - Jul 28, 2025
#9-2.23%
Jul 6, 2026 - Aug 3, 2026
-3.31%
Aug 12, 2026 - Aug 21, 2026
#10-2.17%
Apr 17, 2026 - May 5, 2026
-3.22%
Jul 30, 2025 - Aug 26, 2025
#11-2.12%
Jan 30, 2025 - Feb 14, 2025
-2.93%
Sep 4, 2025 - Sep 11, 2025
#12-2.03%
Sep 18, 2025 - Oct 3, 2025
-2.84%
Sep 18, 2023 - Oct 13, 2023
#13-2.00%
Dec 11, 2025 - Dec 24, 2025
-2.79%
Nov 6, 2024 - Nov 22, 2024
#14-1.99%
Jul 10, 2025 - Jul 22, 2025
-2.56%
Jul 28, 2026 - Aug 4, 2026
#15-1.72%
Jan 29, 2026 - Feb 6, 2026
-2.26%
Jun 17, 2026 - Jun 23, 2026

Correlation

Correlation between FGSM and JPO is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2023 - 2026)

FGSM vs JPO dividend yield comparison.

YearFGSMJPO
20260.53%20.22%
20251.56%34.13%
20240.00%25.15%
20230.00%4.84%

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