HQL vs JPSE
Comparison between abrdn Life Sciences Investors (HQL, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF (JPSE, ETF).
5-Year PerformanceHQL has outperformed JPSE, delivering a return of +8.0% compared to +6.9%
HQL vs JPSE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HQL vs JPSE - Historical Returns
Returns include dividend reinvestment.
HQL vs JPSE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HQL | JPSE |
|---|---|---|
| 2026 | +7.65% | +13.69% |
| 2025 | +44.05% | +8.90% |
| 2024 | +8.82% | +8.30% |
| 2023 | +3.56% | +16.10% |
| 2022 | -19.50% | -15.23% |
| 2021 | +7.51% | +29.80% |
| 2020 | +24.15% | +12.62% |
| 2019 | +22.34% | +22.59% |
| 2018 | -16.96% | -8.79% |
| 2017 | +23.41% | +14.33% |
| 2016 | -17.36% | +3.67% |
| 2015 | +5.15% | N/A |
| 2014 | +32.12% | N/A |
| 2013 | +45.86% | N/A |
| 2012 | +35.62% | N/A |
| 2011 | +19.57% | N/A |
| 2010 | +19.26% | N/A |
| 2009 | +8.27% | N/A |
| 2008 | -27.57% | N/A |
| 2007 | +7.75% | N/A |
| 2006 | -6.90% | N/A |
| 2005 | +11.70% | N/A |
| 2004 | +8.55% | N/A |
| 2003 | +38.11% | N/A |
| 2002 | -35.94% | N/A |
| 2001 | +17.75% | N/A |
| 2000 | +21.69% | N/A |
| 1999 | +36.71% | N/A |
HQL vs JPSE Drawdown Comparison
The maximum drawdown for HQL was -62.49%, occurring on Oct 9, 2002. Recovery took 2992 trading sessions.
The maximum drawdown for JPSE was -43.02%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current HQL drawdown is -5.26%. The current JPSE drawdown is -2.19%.
| Rank | HQL | JPSE |
|---|---|---|
| #1 | -62.49% Feb 18, 2000 - Jan 11, 2012 | -43.02% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -45.19% Jul 23, 2015 - Nov 27, 2020 | -25.57% Nov 8, 2021 - Jul 15, 2024 |
| #3 | -38.82% Sep 7, 2021 - Sep 26, 2025 | -25.49% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -18.54% Feb 27, 2014 - Oct 28, 2014 | -23.26% Sep 14, 2018 - Dec 26, 2019 |
| #5 | -16.72% May 15, 2013 - Jul 26, 2013 | -9.04% Jul 31, 2024 - Sep 19, 2024 |
| #6 | -13.80% Oct 8, 2012 - Dec 11, 2012 | -8.40% Mar 15, 2021 - Jun 1, 2021 |
| #7 | -11.50% Feb 19, 2021 - Jun 29, 2021 | -8.33% Jun 8, 2021 - Oct 20, 2021 |
| #8 | -10.25% Oct 31, 2025 - Nov 24, 2025 | -8.19% Jan 23, 2018 - May 17, 2018 |
| #9 | -10.01% Aug 2, 2013 - Sep 11, 2013 | -8.00% Feb 26, 2026 - Apr 13, 2026 |
| #10 | -9.85% Jan 27, 2000 - Feb 7, 2000 | -5.09% Feb 24, 2021 - Mar 10, 2021 |
| #11 | -9.07% Mar 20, 2015 - Jun 22, 2015 | -4.66% Jul 25, 2017 - Sep 21, 2017 |
| #12 | -8.92% Nov 8, 1999 - Dec 21, 1999 | -4.56% Nov 11, 2024 - Nov 25, 2024 |
| #13 | -8.61% Dec 18, 2014 - Jan 13, 2015 | -4.38% Jan 22, 2021 - Feb 4, 2021 |
| #14 | -8.18% Sep 11, 2013 - Nov 25, 2013 | -4.36% Oct 16, 2024 - Nov 6, 2024 |
| #15 | -8.13% Dec 12, 2014 - Dec 18, 2014 | -4.17% Apr 26, 2017 - Jun 9, 2017 |
Correlation
Correlation between HQL and JPSE is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
HQL vs JPSE dividend yield comparison.
| Year | HQL | JPSE |
|---|---|---|
| 2026 | 6.62% | 0.15% |
| 2025 | 10.85% | 1.62% |
| 2024 | 14.18% | 1.66% |
| 2023 | 9.44% | 1.76% |
| 2022 | 9.57% | 1.55% |
| 2021 | 8.79% | 1.24% |
| 2020 | 7.90% | 1.32% |
| 2019 | 8.03% | 1.23% |
| 2018 | 10.72% | 1.18% |
| 2017 | 8.25% | 0.74% |
| 2016 | 12.18% | 0.14% |
| 2015 | 11.84% | 0.00% |
| 2014 | 7.11% | 0.00% |
| 2013 | 6.80% | 0.00% |
| 2012 | 8.00% | 0.00% |
| 2011 | 12.38% | 0.00% |
| 2010 | 4.83% | 0.00% |
| 2009 | 4.45% | 0.00% |
| 2008 | 12.73% | 0.00% |
| 2007 | 8.83% | 0.00% |
| 2006 | 9.22% | 0.00% |
| 2005 | 13.15% | 0.00% |
| 2004 | 8.57% | 0.00% |
| 2003 | 7.99% | 0.00% |
| 2002 | 18.33% | 0.00% |
| 2001 | 14.60% | 0.00% |
| 2000 | 14.25% | 0.00% |
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