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
Key Characteristics
Financial metrics and valuation ratios
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
1.87
BDVL
0.55
5Y Beta
JEMA
0.91
Winner
BDVL
0.62
JEMA vs BDVL - Holdings Comparison
JEMA and BDVL have 4 common holdings. Overlap is -5.45%
JEMA's top 25 holdings weight is 50.78%. BDVL's top 25 holdings weight is 50.04%.
| Rank | JEMA | BDVL |
|---|---|---|
| #1 | n/a (n/a) - 13.58% | JPY/USD PURCHASED (n/a) - 5.66% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 9.60% | INR/USD PURCHASED (n/a) - 5.10% |
| #3 | SK HYNIX INC (n/a) - 6.34% | EUR/USD PURCHASED (n/a) - 4.67% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 3.30% | HKD/USD PURCHASED (n/a) - 4.26% |
| #5 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 3.05% | ISHARES MSCI INDIA ETF (INDA) - 2.94% |
| #6 | DELTA ELECTRONICS INC (n/a) - 1.54% | USD CASH (n/a) - 2.46% |
| #7 | n/a (n/a) - 1.41% | CAD/USD PURCHASED (n/a) - 2.44% |
| #8 | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 1.03% | AUD/USD PURCHASED (n/a) - 1.69% |
| #9 | MEDIATEK INC (n/a) - 0.97% | ALPHABET INC CLASS C (GOOG) - 1.57% |
| #10 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR) - 0.96% | CHF/USD PURCHASED (n/a) - 1.51% |
| #11 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.94% | CISCO SYSTEMS INC (CSCO) - 1.46% |
| #12 | n/a (n/a) - 0.85% | AMAZON.COM INC (AMZN) - 1.37% |
| #13 | NETEASE INC ORDINARY SHARES (n/a) - 0.82% | INTEL CORP (INTC) - 1.34% |
| #14 | SK SQUARE (n/a) - 0.77% | TJX COMPANIES INC (TJX) - 1.32% |
| #15 | n/a (n/a) - 0.74% | ASML HOLDING NV (n/a) - 1.31% |
| #16 | ELITE MATERIAL CO LTD (n/a) - 0.72% | HOWMET AEROSPACE INC (HWM) - 1.23% |
| #17 | ACCTON TECHNOLOGY CORP (n/a) - 0.72% | MICROSOFT CORP (MSFT) - 1.20% |
| #18 | ICICI BANK LTD (n/a) - 0.62% | SGD/USD PURCHASED (n/a) - 1.12% |
| #19 | CHINA MERCHANTS BANK CO LTD CLASS H (n/a) - 0.62% | MXN/USD PURCHASED (n/a) - 1.12% |
| #20 | KIA CORP (n/a) - 0.62% | MCKESSON CORP (MCK) - 1.11% |
| #21 | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 0.33% | MASTERCARD INC CLASS A (MA) - 1.07% |
| #22 | n/a (n/a) - 0.32% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.05% |
| #23 | EMAAR PROPERTIES PJSC (n/a) - 0.32% | GBP/USD PURCHASED (n/a) - 1.04% |
| #24 | SK INC (n/a) - 0.31% | SOUTHERN CO (SO) - 1.03% |
| #25 | AXIA ENERGIA (n/a) - 0.30% | KRW/USD PURCHASED (n/a) - 0.97% |
| Total Holdings | 467 | 524 |
JEMA vs BDVL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JEMA
+3.01%
BDVL
-0.76%
3M
Winner
JEMA
+18.99%
BDVL
+6.10%
6M
Winner
JEMA
+28.60%
BDVL
+4.35%
1Y
JEMA
+54.35%
BDVL
N/A
5Y(CAGR)
JEMA
+6.99%
BDVL
N/A
Max(CAGR)
JEMA
+6.98%
Winner
BDVL
+8.92%
JEMA vs BDVL - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | JEMA | BDVL |
|---|---|---|
| 2026 | +24.34% | +4.83% |
| 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 -5.53%. The current BDVL drawdown is -1.41%.
| Rank | JEMA | BDVL |
|---|---|---|
| #1 | -39.52% Jun 1, 2021 - Sep 15, 2025 | -7.71% Feb 27, 2026 - May 6, 2026 |
| #2 | -13.11% Feb 25, 2026 - Apr 17, 2026 | -3.36% Nov 12, 2025 - Dec 5, 2025 |
| #3 | -8.44% Jun 2, 2026 - Jun 18, 2026 | -2.31% May 26, 2026 - Jun 15, 2026 |
| #4 | -5.56% May 11, 2026 - May 26, 2026 | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #5 | -5.56% Apr 28, 2021 - May 26, 2021 | -1.51% May 6, 2026 - May 26, 2026 |
| #6 | -5.53% Jun 22, 2026 - Jun 23, 2026 | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -5.32% Mar 11, 2021 - Apr 6, 2021 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #8 | -5.14% Oct 29, 2025 - Dec 10, 2025 | -1.41% Jun 15, 2026 - Jun 23, 2026 |
| #9 | -4.64% Oct 6, 2025 - Oct 20, 2025 | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #10 | -3.51% Jan 28, 2026 - Feb 9, 2026 | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #11 | -3.51% Dec 10, 2025 - Dec 26, 2025 | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #12 | -2.66% Apr 6, 2021 - Apr 23, 2021 | -0.69% Dec 5, 2025 - Dec 11, 2025 |
| #13 | -1.76% Apr 17, 2026 - Apr 24, 2026 | -0.64% Feb 11, 2026 - Feb 20, 2026 |
| #14 | -1.49% Sep 23, 2025 - Oct 1, 2025 | -0.64% Oct 20, 2025 - Oct 27, 2025 |
| #15 | -1.45% May 6, 2026 - May 8, 2026 | -0.61% Feb 20, 2026 - Feb 24, 2026 |
Correlation
Correlation between JEMA and BDVL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2021 - 2026)
JEMA vs BDVL dividend yield comparison.
| Year | JEMA | BDVL |
|---|---|---|
| 2026 | 0.00% | 0.87% |
| 2025 | 2.93% | 2.79% |
| 2024 | 2.44% | 0.00% |
| 2023 | 2.95% | 0.00% |
| 2022 | 2.69% | 0.00% |
| 2021 | 1.54% | 0.00% |
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