JCAL vs EFAA
Comparison between JPMorgan California Tax Free Bond ETF (JCAL, ETF) and Invesco MSCI EAFE Income Advantage ETF (EFAA, ETF).
JCAL vs EFAA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JCAL
$510M
EFAA
$507M
Expense Ratio
Winner
JCAL
0.34%
EFAA
0.39%
Max Drawdown
Winner
JCAL
1.39%
EFAA
14.15%
Sharpe Ratio
JCAL
-3.88
Winner
EFAA
1.13
5Y Beta
Winner
JCAL
0.05
EFAA
0.57
JCAL vs EFAA - Historical Returns
Returns include dividend reinvestment.
1M
JCAL
-0.64%
Winner
EFAA
+0.23%
3M
JCAL
N/A
EFAA
+4.56%
6M
JCAL
N/A
EFAA
+5.90%
1Y
JCAL
N/A
EFAA
+17.91%
Max(CAGR)
JCAL
-4.55%
Winner
EFAA
+14.48%
JCAL vs EFAA - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | JCAL | EFAA |
|---|---|---|
| 2026 | -0.46% | +7.17% |
| 2025 | N/A | +25.92% |
| 2024 | N/A | -3.31% |
JCAL vs EFAA Drawdown Comparison
The maximum drawdown for JCAL was -1.12%, occurring on Jul 21, 2026. This drawdown has not yet recovered.
The maximum drawdown for EFAA was -11.98%, occurring on Apr 8, 2025. Recovery took 28 trading sessions.
The current JCAL drawdown is -1.12%. The current EFAA drawdown is -0.82%.
| Rank | JCAL | EFAA |
|---|---|---|
| #1 | -1.12% Jun 29, 2026 - Jul 21, 2026 | -11.98% Mar 19, 2025 - Apr 29, 2025 |
| #2 | -0.12% Jun 18, 2026 - Jun 24, 2026 | -10.14% Feb 25, 2026 - Jun 15, 2026 |
| #3 | -0.06% Jun 16, 2026 - Jun 18, 2026 | -7.01% Sep 26, 2024 - Mar 5, 2025 |
| #4 | N/A | -5.53% Jul 17, 2024 - Aug 19, 2024 |
| #5 | N/A | -4.46% Nov 12, 2025 - Dec 10, 2025 |
| #6 | N/A | -3.56% Jul 23, 2025 - Aug 13, 2025 |
| #7 | N/A | -2.83% Aug 30, 2024 - Sep 19, 2024 |
| #8 | N/A | -2.23% Oct 6, 2025 - Oct 20, 2025 |
| #9 | N/A | -1.96% Jul 2, 2025 - Jul 23, 2025 |
| #10 | N/A | -1.95% Jun 12, 2025 - Jun 26, 2025 |
| #11 | N/A | -1.92% Aug 22, 2025 - Sep 11, 2025 |
| #12 | N/A | -1.78% Mar 5, 2025 - Mar 17, 2025 |
| #13 | N/A | -1.74% Jul 6, 2026 - Jul 20, 2026 |
| #14 | N/A | -1.68% Oct 28, 2025 - Nov 10, 2025 |
| #15 | N/A | -1.57% Jun 18, 2026 - Jul 2, 2026 |
Correlation
Correlation between JCAL and EFAA is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.
-1.00
-101
Dividend Comparison (2024 - 2026)
JCAL vs EFAA dividend yield comparison.
| Year | JCAL | EFAA |
|---|---|---|
| 2026 | 0.27% | 4.86% |
| 2025 | 0.00% | 7.94% |
| 2024 | 0.00% | 3.29% |
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