JDIV vs ABCS
Comparison between JPMORGAN DIVIDEND LEADERS ETF (JDIV, ETF) and ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF (ABCS, ETF).
JDIV vs ABCS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JDIV
$11M
ABCS
$11M
Expense Ratio
JDIV
0.47%
Winner
ABCS
0.42%
Max Drawdown
Winner
JDIV
13.85%
ABCS
21.09%
Sharpe Ratio
JDIV
0.76
Winner
ABCS
1.01
5Y Beta
Winner
JDIV
0.75
ABCS
0.85
P/E Ratio
JDIV
20.10
Winner
ABCS
16.05
Forward P/E
JDIV
15.39
Winner
ABCS
10.61
PEG Ratio
JDIV
0.25
Winner
ABCS
0.17
5Y EPS CAGR
Winner
JDIV
14.77%
ABCS
14.49%
Debt to Equity
Winner
JDIV
-63.57%
ABCS
81.28%
P/S Ratio
JDIV
3.22
Winner
ABCS
0.79
P/B Ratio
JDIV
3.67
Winner
ABCS
1.74
JDIV vs ABCS - Holdings Comparison
JDIV and ABCS have 3 common holdings. Overlap is 1.07%
JDIV's top 25 holdings weight is 53.97%. ABCS's top 25 holdings weight is 57.23%.
| Rank | JDIV | ABCS |
|---|---|---|
| #1 | n/a (n/a) - 5.86% | VANGUARD SMALL-CAP VALUE ETF (VBR) - 11.05% |
| #2 | MICROSOFT CORP (MSFT) - 4.37% | VANGUARD MID-CAP VALUE ETF (VOE) - 10.02% |
| #3 | BROADCOM INC (AVGO) - 3.33% | VANGUARD SMALL-CAP ETF (VB) - 5.41% |
| #4 | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.92% | VANGUARD MID-CAP ETF (VO) - 5.07% |
| #5 | NEXTERA ENERGY INC (NEE) - 2.52% | ELEVANCE HEALTH INC (ELV) - 1.90% |
| #6 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.96% | GLOBAL PAYMENTS INC (GPN) - 1.77% |
| #7 | YUM BRANDS INC (YUM) - 1.96% | AMERIPRISE FINANCIAL INC (AMP) - 1.69% |
| #8 | MORGAN STANLEY (MS) - 1.96% | FISERV INC (FISV) - 1.47% |
| #9 | ASML HOLDING NV (n/a) - 1.93% | n/a (GEHC) - 1.43% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.92% | U.S. BANCORP (USB) - 1.41% |
| #11 | MCDONALD'S CORP (MCD) - 1.86% | ARCH CAPITAL GROUP LTD (ACGL) - 1.26% |
| #12 | LOWE'S COMPANIES INC (LOW) - 1.85% | ENERGY TRANSFER LP (ET) - 1.22% |
| #13 | ABBVIE INC (ABBV) - 1.82% | LPL FINANCIAL HOLDINGS INC (LPLA) - 1.22% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.78% | LITHIA MOTORS INC CLASS A (LAD) - 1.15% |
| #15 | BANK OF AMERICA CORP (BAC) - 1.78% | CORPAY INC (CPAY) - 1.13% |
| #16 | BAKER HUGHES CO CLASS A (BKR) - 1.75% | WILLIS TOWERS WATSON PLC (WTW) - 1.06% |
| #17 | SHELL PLC (n/a) - 1.75% | CDW CORP (CDW) - 1.06% |
| #18 | SAFRAN SA (n/a) - 1.70% | TD SYNNEX CORP (SNX) - 1.05% |
| #19 | NXP SEMICONDUCTORS NV (NXPI) - 1.68% | DELTA AIR LINES INC (DAL) - 1.05% |
| #20 | DBS GROUP HOLDINGS LTD (n/a) - 1.64% | SLM CORP (SLM) - 1.04% |
| #21 | ENGIE SA (n/a) - 1.59% | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.99% |
| #22 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.58% | PAYPAL HOLDINGS INC (PYPL) - 0.96% |
| #23 | AMPHENOL CORP CLASS A (APH) - 1.57% | JONES LANG LASALLE INC (JLL) - 0.95% |
| #24 | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.48% | FRONTDOOR INC (FTDR) - 0.94% |
| #25 | VOLVO AB CLASS B (n/a) - 1.41% | LEAR CORP (LEA) - 0.93% |
| Total Holdings | 91 | 106 |
JDIV vs ABCS - Historical Returns
Returns include dividend reinvestment.
1M
JDIV
-0.50%
Winner
ABCS
+2.17%
3M
JDIV
+2.03%
Winner
ABCS
+5.75%
6M
JDIV
+3.68%
Winner
ABCS
+8.07%
1Y
JDIV
+12.89%
Winner
ABCS
+18.21%
Max(CAGR)
JDIV
+9.73%
Winner
ABCS
+13.08%
JDIV vs ABCS - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | JDIV | ABCS |
|---|---|---|
| 2026 | +3.14% | +6.68% |
| 2025 | +19.20% | +8.14% |
| 2024 | -5.27% | +14.63% |
| 2023 | N/A | +1.97% |
JDIV vs ABCS Drawdown Comparison
The maximum drawdown for JDIV was -13.34%, occurring on Apr 8, 2025. Recovery took 56 trading sessions.
The maximum drawdown for ABCS was -20.52%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The current JDIV drawdown is -2.68%. The current ABCS drawdown is -0.79%.
| Rank | JDIV | ABCS |
|---|---|---|
| #1 | -13.34% Feb 20, 2025 - May 12, 2025 | -20.52% Nov 25, 2024 - Aug 22, 2025 |
| #2 | -9.28% Feb 25, 2026 - May 6, 2026 | -8.33% Feb 6, 2026 - Apr 17, 2026 |
| #3 | -6.50% Oct 18, 2024 - Feb 20, 2025 | -7.54% Mar 28, 2024 - Jul 16, 2024 |
| #4 | -4.52% Oct 27, 2025 - Dec 11, 2025 | -7.02% Sep 11, 2025 - Dec 10, 2025 |
| #5 | -3.08% Oct 6, 2025 - Oct 27, 2025 | -6.63% Jul 31, 2024 - Aug 23, 2024 |
| #6 | -2.82% Jul 23, 2025 - Aug 13, 2025 | -6.30% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -2.73% May 6, 2026 - Jun 2, 2026 | -4.01% Dec 28, 2023 - Feb 12, 2024 |
| #8 | -2.68% Jun 2, 2026 - Jun 5, 2026 | -2.79% Jul 16, 2024 - Jul 30, 2024 |
| #9 | -2.64% Dec 11, 2025 - Jan 5, 2026 | -2.52% Feb 12, 2024 - Feb 15, 2024 |
| #10 | -2.06% Aug 22, 2025 - Sep 15, 2025 | -2.41% Jan 15, 2026 - Feb 6, 2026 |
| #11 | -1.92% Jun 12, 2025 - Jun 24, 2025 | -2.38% Nov 11, 2024 - Nov 22, 2024 |
| #12 | -1.85% Jan 27, 2026 - Feb 6, 2026 | -2.06% Oct 16, 2024 - Nov 6, 2024 |
| #13 | -1.84% May 20, 2025 - Jun 4, 2025 | -2.02% May 6, 2026 - May 22, 2026 |
| #14 | -1.81% Jan 16, 2026 - Jan 27, 2026 | -1.80% Sep 27, 2024 - Oct 11, 2024 |
| #15 | -1.29% Sep 26, 2024 - Oct 14, 2024 | -1.59% Dec 11, 2025 - Jan 5, 2026 |
Correlation
Correlation between JDIV and ABCS is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2023 - 2026)
JDIV vs ABCS dividend yield comparison.
| Year | JDIV | ABCS |
|---|---|---|
| 2026 | 0.24% | 0.13% |
| 2025 | 2.15% | 1.37% |
| 2024 | 0.36% | 1.39% |
| 2023 | 0.00% | 0.02% |
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