FXE vs JPUS

Comparison between Invesco CurrencyShares Euro Trust (FXE, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF (JPUS, ETF).

5-Year PerformanceJPUS has outperformed FXE, delivering a return of +9.3% compared to -0.4%

FXE vs JPUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FXE(ETF)	JPUS(ETF)
Net Assets	$443M	$442M
Expense Ratio	0.40%	0.18%
Max Drawdown	44.67%	38.69%
Sharpe Ratio	-0.28	1.53
5Y Beta	-0.01	0.65
P/E Ratio	N/A	21.94
Forward P/E	N/A	15.98
5Y Dividends CAGR	N/A	11.81%
5Y EPS CAGR	N/A	14.07%
Debt to Equity	N/A	65.01%
P/S Ratio	N/A	1.57
P/B Ratio	N/A	2.87

Net Assets

Winner

FXE

$443M

JPUS

$442M

Expense Ratio

FXE

0.40%

Winner

JPUS

0.18%

Max Drawdown

FXE

44.67%

Winner

JPUS

38.69%

Sharpe Ratio

FXE

-0.28

Winner

JPUS

1.53

5Y Beta

Winner

FXE

-0.01

JPUS

0.65

P/E Ratio

FXE

N/A

JPUS

21.94

Forward P/E

FXE

N/A

JPUS

15.98

5Y Dividends CAGR

FXE

N/A

JPUS

11.81%

5Y EPS CAGR

FXE

N/A

JPUS

14.07%

Debt to Equity

FXE

N/A

JPUS

65.01%

P/S Ratio

FXE

N/A

JPUS

1.57

P/B Ratio

FXE

N/A

JPUS

2.87

FXE vs JPUS - Historical Returns

Returns include dividend reinvestment.

Period	FXE	JPUS
1 month	-1.41%	+0.35%
3 months	-0.55%	+2.79%
6 months	-0.69%	+11.27%
1 year	+1.44%	+21.24%
5 years(CAGR)	-0.35%	+9.32%
10 years(CAGR)	+0.09%	+11.38%
Max(CAGR)	+0.12%	+11.91%

FXE

-1.41%

Winner

JPUS

+0.35%

FXE

-0.55%

Winner

JPUS

+2.79%

FXE

-0.69%

Winner

JPUS

+11.27%

FXE

+1.44%

Winner

JPUS

+21.24%

5Y(CAGR)

FXE

-0.35%

Winner

JPUS

+9.32%

10Y(CAGR)

FXE

+0.09%

Winner

JPUS

+11.38%

Max(CAGR)

FXE

+0.12%

Winner

JPUS

+11.91%

FXE vs JPUS - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	FXE	JPUS
2026	-1.36%	+10.38%
2025	+15.55%	+11.20%
2024	-3.36%	+13.03%
2023	+6.37%	+11.47%
2022	-5.88%	-8.18%
2021	-8.08%	+30.47%
2020	+8.40%	+7.51%
2019	-1.97%	+25.94%
2018	-5.78%	-6.49%
2017	+14.54%	+19.84%
2016	-3.55%	+14.52%
2015	-9.98%	+6.56%
2014	-11.81%	N/A
2013	+3.90%	N/A
2012	+0.72%	N/A
2011	-2.84%	N/A
2010	-7.48%	N/A
2009	+3.32%	N/A
2008	-2.02%	N/A
2007	+14.49%	N/A
2006	+12.27%	N/A
2005	-0.88%	N/A

FXE vs JPUS Drawdown Comparison

The maximum drawdown for FXE was -43.32%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The maximum drawdown for JPUS was -38.69%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The current FXE drawdown is -28.45%. The current JPUS drawdown is -0.73%.

Rank	FXE	JPUS
#1	-43.32% Jul 11, 2008 - Sep 27, 2022	-38.69% Feb 14, 2020 - Nov 11, 2020
#2	-3.60% Nov 26, 2007 - Jan 14, 2008	-19.04% Apr 20, 2022 - Dec 14, 2023
#3	-3.54% Jan 23, 2006 - Apr 4, 2006	-17.85% Sep 21, 2018 - Apr 5, 2019
#4	-3.49% Apr 22, 2008 - Jul 2, 2008	-15.97% Nov 29, 2024 - Aug 13, 2025
#5	-3.04% Jun 2, 2006 - Aug 4, 2006	-11.74% Oct 30, 2015 - Mar 17, 2016
#6	-3.01% Dec 1, 2006 - Mar 15, 2007	-9.37% Jan 26, 2018 - Aug 7, 2018
#7	-2.74% Jan 30, 2008 - Feb 26, 2008	-8.27% Jan 4, 2022 - Mar 29, 2022
#8	-2.73% Jul 20, 2007 - Sep 7, 2007	-6.90% Mar 2, 2026 - Apr 17, 2026
#9	-2.63% Aug 21, 2006 - Nov 9, 2006	-6.00% Apr 30, 2019 - Jun 20, 2019
#10	-2.25% Apr 27, 2007 - Jul 2, 2007	-5.76% Jul 26, 2019 - Sep 12, 2019
#11	-2.09% Mar 17, 2008 - Mar 26, 2008	-5.57% Mar 28, 2024 - Jul 12, 2024
#12	-1.72% Jan 14, 2008 - Jan 30, 2008	-5.38% Jul 26, 2016 - Dec 7, 2016
#13	-1.52% Apr 5, 2006 - Apr 18, 2006	-5.18% Nov 16, 2021 - Dec 23, 2021
#14	-1.51% May 12, 2006 - Jun 2, 2006	-5.03% Sep 2, 2021 - Oct 22, 2021
#15	-1.47% Dec 16, 2005 - Jan 3, 2006	-4.43% Jul 31, 2024 - Aug 19, 2024

Correlation

Correlation between FXE and JPUS is -0.12 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.12

-101

Dividend Comparison (2006 - 2026)

FXE vs JPUS dividend yield comparison.

Year	FXE	JPUS
2026	0.37%	0.39%
2025	0.94%	2.27%
2024	2.28%	2.12%
2023	1.49%	2.26%
2022	0.01%	2.35%
2021	0.00%	1.67%
2020	0.00%	1.94%
2019	0.00%	2.09%
2018	0.00%	2.16%
2017	0.00%	1.25%
2016	0.00%	0.77%
2015	0.00%	0.48%
2011	0.23%	0.00%
2010	0.01%	0.00%
2009	0.34%	0.00%
2008	3.57%	0.00%
2007	3.01%	0.00%
2006	1.97%	0.00%