JGRO vs FNDE
Comparison between JPMORGAN ACTIVE GROWTH ETF (JGRO, ETF) and SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF (FNDE, ETF).
JGRO vs FNDE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JGRO
$9.40B
FNDE
$9.40B
Expense Ratio
JGRO
0.44%
Winner
FNDE
0.39%
Max Drawdown
Winner
JGRO
22.70%
FNDE
45.41%
Sharpe Ratio
JGRO
1.35
Winner
FNDE
2.05
5Y Beta
JGRO
1.17
Winner
FNDE
0.67
P/E Ratio
JGRO
36.74
FNDE
N/A
Forward P/E
JGRO
26.62
FNDE
N/A
5Y Dividends CAGR
JGRO
N/A
FNDE
11.49%
5Y EPS CAGR
JGRO
32.43%
FNDE
N/A
P/S Ratio
JGRO
4.12
FNDE
N/A
P/B Ratio
JGRO
9.73
FNDE
N/A
JGRO vs FNDE - Holdings Comparison
JGRO and FNDE have 1 common holdings. Overlap is 0.00%
JGRO's top 25 holdings weight is 68.04%. FNDE's top 25 holdings weight is 40.07%.
| Rank | JGRO | FNDE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 11.28% | n/a (n/a) - 6.17% |
| #2 | APPLE INC (AAPL) - 8.11% | VALE SA (n/a) - 2.96% |
| #3 | ALPHABET INC CLASS C (GOOG) - 7.27% | n/a (n/a) - 2.96% |
| #4 | MICROSOFT CORP (MSFT) - 5.09% | n/a (n/a) - 2.96% |
| #5 | BROADCOM INC (AVGO) - 4.59% | PETROLEO BRASILEIRO SA PETROBRAS (n/a) - 2.77% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.53% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.73% |
| #7 | AMAZON.COM INC (AMZN) - 3.51% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.47% |
| #8 | TESLA INC (TSLA) - 3.15% | TENCENT HOLDINGS LTD (n/a) - 1.68% |
| #9 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.37% | n/a (n/a) - 1.53% |
| #10 | MASTERCARD INC CLASS A (MA) - 1.75% | JD.COM INC ADR (JD) - 1.43% |
| #11 | ELI LILLY AND CO (LLY) - 1.65% | n/a (n/a) - 1.42% |
| #12 | THE GOLDMAN SACHS GROUP INC (GS) - 1.56% | PETROCHINA CO LTD CLASS H (n/a) - 1.34% |
| #13 | WALMART INC (WMT) - 1.37% | MEDIATEK INC (n/a) - 1.31% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.33% | BANK OF CHINA LTD CLASS H (n/a) - 1.16% |
| #15 | n/a (TSM) - 1.26% | SASOL LTD (n/a) - 1.04% |
| #16 | CIENA CORP (CIEN) - 1.18% | CHINA PETROLEUM & CHEMICAL CORP CLASS H (n/a) - 1.02% |
| #17 | GE VERNOVA INC (GEV) - 1.17% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.01% |
| #18 | INSMED INC (INSM) - 1.12% | RELIANCE INDUSTRIES LTD (n/a) - 0.89% |
| #19 | QUANTA SERVICES INC (PWR) - 1.07% | n/a (n/a) - 0.82% |
| #20 | GILEAD SCIENCES INC (GILD) - 1.04% | n/a (n/a) - 0.75% |
| #21 | 3M CO (MMM) - 0.99% | STATE BANK OF INDIA (n/a) - 0.34% |
| #22 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.93% | SOC QUIMICA Y MINERA CHILE B PREFERENCE (n/a) - 0.33% |
| #23 | RTX CORP (RTX) - 0.92% | QUANTA COMPUTER INC (n/a) - 0.33% |
| #24 | NETFLIX INC (NFLX) - 0.91% | XIAOMI CORP CLASS B (n/a) - 0.33% |
| #25 | NATERA INC (NTRA) - 0.89% | TUPRAS-TURKIYE PETROL RAFINELERI AS (n/a) - 0.32% |
| Total Holdings | 120 | 353 |
JGRO vs FNDE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JGRO
+9.28%
FNDE
+3.19%
3M
Winner
JGRO
+11.23%
FNDE
+4.29%
6M
JGRO
+6.15%
Winner
FNDE
+14.55%
1Y
JGRO
+22.00%
Winner
FNDE
+35.80%
5Y(CAGR)
JGRO
N/A
FNDE
+10.98%
10Y(CAGR)
JGRO
N/A
FNDE
+11.50%
Max(CAGR)
Winner
JGRO
+20.06%
FNDE
+7.31%
JGRO vs FNDE - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | JGRO | FNDE |
|---|---|---|
| 2026 | +5.45% | +12.30% |
| 2025 | +14.51% | +30.23% |
| 2024 | +34.94% | +13.79% |
| 2023 | +38.76% | +14.35% |
| 2022 | -10.03% | -16.36% |
| 2021 | N/A | +14.20% |
| 2020 | N/A | -4.49% |
| 2019 | N/A | +19.23% |
| 2018 | N/A | -11.71% |
| 2017 | N/A | +24.66% |
| 2016 | N/A | +36.22% |
| 2015 | N/A | -19.29% |
| 2014 | N/A | -8.71% |
| 2013 | N/A | +7.53% |
JGRO vs FNDE Drawdown Comparison
The maximum drawdown for JGRO was -22.70%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for FNDE was -43.56%, occurring on Jan 20, 2016. Recovery took 721 trading sessions.
The current FNDE drawdown is -0.93%.
| Rank | JGRO | FNDE |
|---|---|---|
| #1 | -22.70% Jan 23, 2025 - Jun 27, 2025 | -43.56% Sep 3, 2014 - Jul 14, 2017 |
| #2 | -17.88% Aug 16, 2022 - May 26, 2023 | -39.99% Jan 26, 2018 - Feb 9, 2021 |
| #3 | -16.44% Oct 29, 2025 - May 13, 2026 | -29.43% Feb 16, 2022 - May 15, 2024 |
| #4 | -13.21% Jul 10, 2024 - Oct 11, 2024 | -18.39% Oct 7, 2024 - Jun 11, 2025 |
| #5 | -11.56% Jul 18, 2023 - Nov 20, 2023 | -14.52% Oct 22, 2013 - Jul 2, 2014 |
| #6 | -7.53% Mar 22, 2024 - May 15, 2024 | -10.23% Feb 25, 2026 - May 5, 2026 |
| #7 | -5.03% Dec 16, 2024 - Jan 22, 2025 | -8.91% Jul 12, 2024 - Sep 24, 2024 |
| #8 | -3.41% Dec 28, 2023 - Jan 10, 2024 | -8.45% Oct 20, 2021 - Jan 12, 2022 |
| #9 | -3.31% Oct 8, 2025 - Oct 24, 2025 | -6.90% Jun 10, 2021 - Oct 15, 2021 |
| #10 | -3.03% Oct 29, 2024 - Nov 6, 2024 | -5.21% May 17, 2024 - Jul 11, 2024 |
| #11 | -2.99% Nov 12, 2024 - Dec 2, 2024 | -5.10% Sep 18, 2013 - Oct 18, 2013 |
| #12 | -2.66% Jun 15, 2023 - Jun 30, 2023 | -4.49% May 7, 2021 - May 28, 2021 |
| #13 | -2.65% Aug 12, 2025 - Sep 8, 2025 | -4.36% Mar 11, 2021 - Apr 15, 2021 |
| #14 | -2.48% Feb 9, 2024 - Feb 22, 2024 | -4.32% Oct 6, 2025 - Oct 20, 2025 |
| #15 | -2.31% Jan 29, 2024 - Feb 2, 2024 | -4.12% Feb 17, 2021 - Mar 11, 2021 |
Correlation
Correlation between JGRO and FNDE is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2013 - 2025)
JGRO vs FNDE dividend yield comparison.
| Year | JGRO | FNDE |
|---|---|---|
| 2025 | 0.16% | 4.19% |
| 2024 | 0.10% | 4.82% |
| 2023 | 0.17% | 4.74% |
| 2022 | 0.16% | 5.59% |
| 2021 | 0.00% | 4.32% |
| 2020 | 0.00% | 2.50% |
| 2019 | 0.00% | 3.47% |
| 2018 | 0.00% | 2.98% |
| 2017 | 0.00% | 2.05% |
| 2016 | 0.00% | 1.65% |
| 2015 | 0.00% | 2.02% |
| 2014 | 0.00% | 1.36% |
| 2013 | 0.00% | 0.51% |
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