JEMA vs BDVL

Comparison between JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF (JEMA, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).

JEMA vs BDVL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JEMA(ETF)	BDVL(ETF)
Net Assets	$1.70B	$1.70B
Expense Ratio	0.33%	0.40%
Max Drawdown	40.45%	7.71%
Sharpe Ratio	1.41	0.88
5Y Beta	0.93	0.60
P/E Ratio	N/A	22.79
Forward P/E	N/A	21.38
5Y EPS CAGR	N/A	19.54%
Debt to Equity	N/A	48.12%
P/S Ratio	N/A	2.28
P/B Ratio	N/A	4.90

Net Assets

JEMA

$1.70B

BDVL

$1.70B

Expense Ratio

Winner

JEMA

0.33%

BDVL

0.40%

Max Drawdown

JEMA

40.45%

Winner

BDVL

7.71%

Sharpe Ratio

Winner

JEMA

1.41

BDVL

0.88

5Y Beta

JEMA

0.93

Winner

BDVL

0.60

P/E Ratio

JEMA

N/A

BDVL

22.79

Forward P/E

JEMA

N/A

BDVL

21.38

5Y EPS CAGR

JEMA

N/A

BDVL

19.54%

Debt to Equity

JEMA

N/A

BDVL

48.12%

P/S Ratio

JEMA

N/A

BDVL

2.28

P/B Ratio

JEMA

N/A

BDVL

4.90

JEMA vs BDVL - Holdings Comparison

JEMA and BDVL have 4 common holdings. Overlap is -3.61%

JEMA's top 25 holdings weight is 49.36%. BDVL's top 25 holdings weight is 43.39%.

Rank	JEMA	BDVL
#1	n/a (n/a) - 13.80%	INR/USD PURCHASED (n/a) - 4.37%
#2	SAMSUNG ELECTRONICS CO LTD (n/a) - 8.05%	EUR/USD PURCHASED (n/a) - 4.19%
#3	SK HYNIX INC (n/a) - 5.47%	JPY/USD PURCHASED (n/a) - 3.90%
#4	TENCENT HOLDINGS LTD (n/a) - 3.76%	USD CASH (n/a) - 3.55%
#5	JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.13%	ISHARES MSCI INDIA ETF (INDA) - 2.53%
#6	n/a (n/a) - 1.57%	HKD/USD PURCHASED (n/a) - 2.52%
#7	DELTA ELECTRONICS INC (n/a) - 1.21%	ASML HOLDING NV (n/a) - 1.62%
#8	MEDIATEK INC (n/a) - 1.14%	ALPHABET INC CLASS C (GOOG) - 1.44%
#9	PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR) - 1.09%	MASTERCARD INC CLASS A (MA) - 1.34%
#10	ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.07%	AMAZON.COM INC (AMZN) - 1.26%
#11	SK SQUARE (n/a) - 0.95%	HOWMET AEROSPACE INC (HWM) - 1.26%
#12	NETEASE INC ORDINARY SHARES (n/a) - 0.92%	JOHNSON & JOHNSON (JNJ) - 1.17%
#13	n/a (n/a) - 0.84%	INTEL CORP (INTC) - 1.15%
#14	n/a (n/a) - 0.76%	PROGRESSIVE CORP (PGR) - 1.15%
#15	KIA CORP (n/a) - 0.74%	CISCO SYSTEMS INC (CSCO) - 1.14%
#16	ICICI BANK LTD (n/a) - 0.69%	KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.13%
#17	ACCTON TECHNOLOGY CORP (n/a) - 0.68%	REPUBLIC SERVICES INC (RSG) - 1.12%
#18	CHINA MERCHANTS BANK CO LTD CLASS H (n/a) - 0.62%	TJX COMPANIES INC (TJX) - 1.10%
#19	n/a (n/a) - 0.61%	CADENCE DESIGN SYSTEMS INC (CDNS) - 1.10%
#20	n/a (n/a) - 0.61%	MCKESSON CORP (MCK) - 1.09%
#21	MIDEA GROUP CO LTD CLASS A (n/a) - 0.57%	VISA INC CLASS A (V) - 1.08%
#22	HDFC BANK LTD (n/a) - 0.55%	SOUTHERN CO (SO) - 1.07%
#23	KWEICHOW MOUTAI CO LTD CLASS A (n/a) - 0.52%	TWD/USD PURCHASED (n/a) - 1.05%
#24	H WORLD GROUP LTD ORDINARY SHARES (n/a) - 0.51%	n/a (n/a) - 1.04%
#25	NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.50%	MICROSOFT CORP (MSFT) - 1.02%
Total Holdings	525	561

JEMA vs BDVL - Historical Returns

Returns include dividend reinvestment.

Period	JEMA	BDVL
1 month	-4.35%	+2.12%
3 months	-2.45%	+2.97%
6 months	+11.89%	+6.27%
1 year	+42.23%	+10.97%
5 years(CAGR)	+6.98%	N/A
Max(CAGR)	+6.15%	+12.41%

JEMA

-4.35%

Winner

BDVL

+2.12%

JEMA

-2.45%

Winner

BDVL

+2.97%

Winner

JEMA

+11.89%

BDVL

+6.27%

Winner

JEMA

+42.23%

BDVL

+10.97%

5Y(CAGR)

JEMA

+6.98%

BDVL

N/A

Max(CAGR)

JEMA

+6.15%

Winner

BDVL

+12.41%

JEMA vs BDVL - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	JEMA	BDVL
2026	+20.19%	+8.93%
2025	+35.14%	+1.98%
2024	+7.76%	N/A
2023	+8.96%	N/A
2022	-25.32%	N/A
2021	-4.80%	N/A

JEMA vs BDVL Drawdown Comparison

The maximum drawdown for JEMA was -39.52%, occurring on Oct 24, 2022. Recovery took 1077 trading sessions.

The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.

The current JEMA drawdown is -8.68%.

Rank	JEMA	BDVL
#1	-39.52% Jun 1, 2021 - Sep 15, 2025	-7.71% Feb 27, 2026 - May 6, 2026
#2	-14.65% Jun 22, 2026 - Jul 29, 2026	-3.36% Nov 12, 2025 - Dec 5, 2025
#3	-13.11% Feb 25, 2026 - Apr 17, 2026	-2.31% May 26, 2026 - Jun 15, 2026
#4	-8.44% Jun 2, 2026 - Jun 18, 2026	-1.99% Sep 17, 2025 - Oct 20, 2025
#5	-5.56% May 11, 2026 - May 26, 2026	-1.79% Jul 10, 2026 - Jul 31, 2026
#6	-5.56% Apr 28, 2021 - May 26, 2021	-1.55% Jun 15, 2026 - Jul 6, 2026
#7	-5.32% Mar 11, 2021 - Apr 6, 2021	-1.51% May 6, 2026 - May 26, 2026
#8	-5.14% Oct 29, 2025 - Dec 10, 2025	-1.48% Jan 12, 2026 - Jan 26, 2026
#9	-4.64% Oct 6, 2025 - Oct 20, 2025	-1.43% Oct 27, 2025 - Nov 11, 2025
#10	-3.51% Jan 28, 2026 - Feb 9, 2026	-1.05% Jan 27, 2026 - Feb 9, 2026
#11	-3.51% Dec 10, 2025 - Dec 26, 2025	-0.87% Dec 11, 2025 - Dec 22, 2025
#12	-2.66% Apr 6, 2021 - Apr 23, 2021	-0.75% Dec 26, 2025 - Jan 6, 2026
#13	-1.76% Apr 17, 2026 - Apr 24, 2026	-0.72% Jul 6, 2026 - Jul 10, 2026
#14	-1.49% Sep 23, 2025 - Oct 1, 2025	-0.69% Dec 5, 2025 - Dec 11, 2025
#15	-1.45% May 6, 2026 - May 8, 2026	-0.64% Feb 11, 2026 - Feb 20, 2026