IWLG vs JUSA
Comparison between NYLI WINSLOW LARGE CAP GROWTH ETF (IWLG, ETF) and JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF).
IWLG vs JUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWLG
$319M
Winner
JUSA
$319M
Expense Ratio
IWLG
0.50%
Winner
JUSA
0.12%
Max Drawdown
IWLG
23.65%
Winner
JUSA
22.96%
Sharpe Ratio
IWLG
0.72
Winner
JUSA
1.62
5Y Beta
IWLG
1.23
Winner
JUSA
0.97
P/E Ratio
IWLG
37.83
Winner
JUSA
27.17
Forward P/E
IWLG
28.14
Winner
JUSA
21.05
PEG Ratio
IWLG
0.55
Winner
JUSA
0.42
5Y EPS CAGR
Winner
IWLG
35.02%
JUSA
26.72%
Debt to Equity
IWLG
29.36%
Winner
JUSA
16.10%
IWLG vs JUSA - Holdings Comparison
IWLG and JUSA have 35 common holdings. Overlap is 47.27%
IWLG's top 25 holdings weight is 84.00%. JUSA's top 25 holdings weight is 54.62%.
| Rank | IWLG | JUSA |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.02% | NVIDIA CORP (NVDA) - 8.82% |
| #2 | ALPHABET INC CLASS C (GOOG) - 10.06% | APPLE INC (AAPL) - 6.93% |
| #3 | APPLE INC (AAPL) - 8.70% | MICROSOFT CORP (MSFT) - 5.26% |
| #4 | BROADCOM INC (AVGO) - 7.42% | AMAZON.COM INC (AMZN) - 4.41% |
| #5 | MICROSOFT CORP (MSFT) - 5.86% | ALPHABET INC CLASS A (GOOGL) - 3.61% |
| #6 | AMAZON.COM INC (AMZN) - 4.65% | BROADCOM INC (AVGO) - 3.23% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.23% | ALPHABET INC CLASS C (GOOG) - 2.59% |
| #8 | NETFLIX INC (NFLX) - 2.55% | META PLATFORMS INC CLASS A (META) - 2.28% |
| #9 | MASTERCARD INC CLASS A (MA) - 2.31% | TESLA INC (TSLA) - 1.59% |
| #10 | ELI LILLY AND CO (LLY) - 2.03% | MICRON TECHNOLOGY INC (MU) - 1.42% |
| #11 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.00% | EXXON MOBIL CORP (XOM) - 1.41% |
| #12 | GE AEROSPACE (GE) - 1.97% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.30% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.96% | VISA INC CLASS A (V) - 1.16% |
| #14 | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 1.92% | JOHNSON & JOHNSON (JNJ) - 1.12% |
| #15 | ORACLE CORP (ORCL) - 1.74% | ELI LILLY AND CO (LLY) - 1.11% |
| #16 | INTUITIVE SURGICAL INC (ISRG) - 1.69% | MASTERCARD INC CLASS A (MA) - 1.00% |
| #17 | CATERPILLAR INC (CAT) - 1.58% | ADVANCED MICRO DEVICES INC (AMD) - 0.94% |
| #18 | LUMENTUM HOLDINGS INC (LITE) - 1.55% | ABBVIE INC (ABBV) - 0.91% |
| #19 | ASML HOLDING NV ADR (ASML) - 1.52% | LAM RESEARCH CORP (LRCX) - 0.88% |
| #20 | QUANTA SERVICES INC (PWR) - 1.49% | RTX CORP (RTX) - 0.82% |
| #21 | TESLA INC (TSLA) - 1.43% | BANK OF AMERICA CORP (BAC) - 0.78% |
| #22 | O'REILLY AUTOMOTIVE INC (ORLY) - 1.43% | WALMART INC (WMT) - 0.78% |
| #23 | SPOTIFY TECHNOLOGY SA (SPOT) - 1.33% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 0.77% |
| #24 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.30% | TEXAS INSTRUMENTS INC (TXN) - 0.76% |
| #25 | ELANCO ANIMAL HEALTH INC (ELAN) - 1.26% | WELLS FARGO & CO (WFC) - 0.74% |
| Total Holdings | 41 | 246 |
IWLG vs JUSA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWLG
+3.24%
JUSA
+1.49%
3M
Winner
IWLG
+15.87%
JUSA
+13.10%
6M
IWLG
+6.98%
Winner
JUSA
+10.84%
1Y
IWLG
+16.20%
Winner
JUSA
+25.81%
5Y(CAGR)
IWLG
N/A
JUSA
+7.57%
Max(CAGR)
Winner
IWLG
+22.94%
JUSA
+7.57%
IWLG vs JUSA - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IWLG | JUSA |
|---|---|---|
| 2026 | +5.93% | +9.52% |
| 2025 | +14.91% | +21.69% |
| 2024 | +33.88% | N/A |
| 2023 | +43.98% | +17.35% |
| 2022 | -0.01% | -17.30% |
| 2021 | N/A | +10.85% |
IWLG vs JUSA Drawdown Comparison
The maximum drawdown for IWLG was -23.19%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The maximum drawdown for JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.
The current IWLG drawdown is -1.52%. The current JUSA drawdown is -1.14%.
| Rank | IWLG | JUSA |
|---|---|---|
| #1 | -23.19% Jan 23, 2025 - Jun 24, 2025 | -22.96% Jan 4, 2022 - May 13, 2025 |
| #2 | -19.45% Oct 29, 2025 - May 29, 2026 | -8.93% Feb 2, 2026 - Apr 14, 2026 |
| #3 | -19.40% Aug 15, 2022 - May 15, 2023 | -5.18% Aug 30, 2021 - Oct 19, 2021 |
| #4 | -12.90% Jul 10, 2024 - Oct 11, 2024 | -4.94% Oct 29, 2025 - Dec 10, 2025 |
| #5 | -10.69% Jul 18, 2023 - Nov 10, 2023 | -4.36% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -7.89% Jun 2, 2026 - Jun 10, 2026 | -4.26% Nov 18, 2021 - Dec 27, 2021 |
| #7 | -7.05% Mar 22, 2024 - May 15, 2024 | -3.22% Jul 12, 2021 - Jul 23, 2021 |
| #8 | -5.42% Dec 16, 2024 - Jan 22, 2025 | -2.88% Oct 8, 2025 - Oct 21, 2025 |
| #9 | -4.61% Jun 24, 2022 - Jul 20, 2022 | -2.82% May 19, 2025 - Jun 3, 2025 |
| #10 | -3.56% Jul 21, 2022 - Jul 27, 2022 | -2.74% Dec 11, 2025 - Dec 23, 2025 |
| #11 | -3.41% Oct 29, 2024 - Nov 6, 2024 | -2.73% Jan 12, 2026 - Jan 27, 2026 |
| #12 | -3.36% Oct 8, 2025 - Oct 24, 2025 | -2.38% Jul 25, 2025 - Aug 12, 2025 |
| #13 | -3.27% Dec 28, 2023 - Jan 10, 2024 | -1.94% May 14, 2026 - May 26, 2026 |
| #14 | -2.94% Nov 13, 2024 - Dec 3, 2024 | -1.82% Aug 16, 2021 - Aug 24, 2021 |
| #15 | -2.94% Sep 22, 2025 - Oct 8, 2025 | -1.47% Sep 22, 2025 - Oct 1, 2025 |
Correlation
Correlation between IWLG and JUSA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2021 - 2026)
IWLG vs JUSA dividend yield comparison.
| Year | IWLG | JUSA |
|---|---|---|
| 2026 | 0.00% | 0.17% |
| 2025 | 0.00% | 0.77% |
| 2024 | 1.34% | 0.00% |
| 2023 | 0.01% | 0.00% |
| 2022 | 0.05% | 1.57% |
| 2021 | 0.00% | 0.53% |
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