JIVE vs USMC
Comparison between JPMORGAN INTERNATIONAL VALUE ETF (JIVE, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).
JIVE vs USMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JIVE
$3.50B
Winner
USMC
$3.60B
Expense Ratio
JIVE
0.55%
Winner
USMC
0.12%
Max Drawdown
Winner
JIVE
13.79%
USMC
29.97%
Sharpe Ratio
Winner
JIVE
1.91
USMC
1.14
5Y Beta
Winner
JIVE
0.66
USMC
0.92
P/E Ratio
JIVE
N/A
USMC
25.71
Forward P/E
JIVE
N/A
USMC
18.90
PEG Ratio
JIVE
N/A
USMC
0.23
5Y Dividends CAGR
JIVE
N/A
USMC
-0.94%
5Y EPS CAGR
JIVE
N/A
USMC
29.88%
Debt to Equity
JIVE
N/A
USMC
51.21%
P/S Ratio
JIVE
N/A
USMC
5.29
P/B Ratio
JIVE
N/A
USMC
6.78
JIVE vs USMC - Holdings Comparison
JIVE and USMC have 0 common holdings. Overlap is 0.00%
JIVE's top 25 holdings weight is 27.21%. USMC's top 25 holdings weight is 98.04%.
| Rank | JIVE | USMC |
|---|---|---|
| #1 | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.58% | NVIDIA CORP (NVDA) - 7.78% |
| #2 | n/a (n/a) - 2.17% | APPLE INC (AAPL) - 7.48% |
| #3 | HSBC HOLDINGS PLC (n/a) - 1.92% | MICRON TECHNOLOGY INC (MU) - 7.33% |
| #4 | NESTLE SA (n/a) - 1.53% | ALPHABET INC CLASS A (GOOGL) - 5.61% |
| #5 | SHELL PLC (n/a) - 1.48% | BROADCOM INC (AVGO) - 4.86% |
| #6 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.38% | JPMORGAN CHASE & CO (JPM) - 4.62% |
| #7 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.37% | MICROSOFT CORP (MSFT) - 4.57% |
| #8 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.14% | VISA INC CLASS A (V) - 4.47% |
| #9 | THE TORONTO-DOMINION BANK (n/a) - 1.11% | MASTERCARD INC CLASS A (MA) - 4.19% |
| #10 | ROYAL BANK OF CANADA (RY) - 1.09% | META PLATFORMS INC CLASS A (META) - 3.99% |
| #11 | ALLIANZ SE (n/a) - 1.08% | BANK OF AMERICA CORP (BAC) - 3.83% |
| #12 | TOTALENERGIES SE (TTE) - 0.97% | AMAZON.COM INC (AMZN) - 3.72% |
| #13 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.91% | COSTCO WHOLESALE CORP (COST) - 3.70% |
| #14 | CASH (n/a) - 0.90% | ABBVIE INC (ABBV) - 3.44% |
| #15 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.88% | JOHNSON & JOHNSON (JNJ) - 3.14% |
| #16 | BANCO SANTANDER SA (n/a) - 0.83% | GE AEROSPACE (GE) - 3.10% |
| #17 | UNICREDIT SPA (n/a) - 0.78% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.02% |
| #18 | MIZUHO FINANCIAL GROUP INC (n/a) - 0.78% | NETFLIX INC (NFLX) - 2.87% |
| #19 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.77% | PROCTER & GAMBLE CO (PG) - 2.76% |
| #20 | BNP PARIBAS ACT. CAT.A (n/a) - 0.75% | CATERPILLAR INC (CAT) - 2.64% |
| #21 | REPSOL SA (n/a) - 0.36% | ELI LILLY AND CO (LLY) - 2.46% |
| #22 | HYUNDAI MOBIS CO LTD (n/a) - 0.36% | CHEVRON CORP (CVX) - 2.26% |
| #23 | VALE SA (n/a) - 0.36% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.20% |
| #24 | n/a (n/a) - 0.36% | TESLA INC (TSLA) - 2.08% |
| #25 | NOMURA HOLDINGS INC (n/a) - 0.35% | THE HOME DEPOT INC (HD) - 1.92% |
| Total Holdings | 335 | 27 |
JIVE vs USMC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JIVE
+4.31%
USMC
+1.99%
3M
Winner
JIVE
+6.16%
USMC
+4.21%
6M
JIVE
+7.51%
Winner
USMC
+14.01%
1Y
Winner
JIVE
+37.31%
USMC
+19.25%
5Y(CAGR)
JIVE
N/A
USMC
+14.22%
10Y(CAGR)
JIVE
N/A
USMC
+15.14%
Max(CAGR)
Winner
JIVE
+29.70%
USMC
+15.14%
JIVE vs USMC - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | JIVE | USMC |
|---|---|---|
| 2026 | +20.80% | +11.98% |
| 2025 | +50.18% | +15.84% |
| 2024 | +12.17% | +30.19% |
| 2023 | +5.38% | +31.46% |
| 2022 | N/A | -17.74% |
| 2021 | N/A | +27.40% |
| 2020 | N/A | +14.89% |
| 2019 | N/A | +28.26% |
| 2018 | N/A | -2.42% |
| 2017 | N/A | +5.48% |
JIVE vs USMC Drawdown Comparison
The maximum drawdown for JIVE was -13.79%, occurring on Apr 8, 2025. Recovery took 32 trading sessions.
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The current USMC drawdown is -1.17%.
| Rank | JIVE | USMC |
|---|---|---|
| #1 | -13.79% Mar 18, 2025 - May 2, 2025 | -29.97% Feb 19, 2020 - Aug 18, 2020 |
| #2 | -10.57% Feb 25, 2026 - May 6, 2026 | -24.11% Dec 29, 2021 - Jul 3, 2023 |
| #3 | -8.06% Sep 26, 2024 - Feb 13, 2025 | -19.12% Feb 13, 2025 - Jul 3, 2025 |
| #4 | -7.77% Jul 16, 2024 - Aug 19, 2024 | -16.19% Oct 2, 2018 - Mar 21, 2019 |
| #5 | -6.54% Sep 19, 2023 - Nov 20, 2023 | -11.01% Jan 29, 2018 - Aug 27, 2018 |
| #6 | -4.58% May 20, 2024 - Jul 11, 2024 | -10.30% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -4.22% Apr 9, 2024 - May 3, 2024 | -9.27% Sep 2, 2020 - Dec 1, 2020 |
| #8 | -4.15% Nov 12, 2025 - Dec 2, 2025 | -9.13% Jul 31, 2023 - Nov 20, 2023 |
| #9 | -3.75% Jun 2, 2026 - Jun 15, 2026 | -8.38% Jul 10, 2024 - Aug 30, 2024 |
| #10 | -3.74% Jan 8, 2024 - Feb 16, 2024 | -5.90% Apr 29, 2019 - Jun 18, 2019 |
| #11 | -3.52% Jun 16, 2026 - Jul 30, 2026 | -5.58% Jul 26, 2019 - Oct 28, 2019 |
| #12 | -3.36% Oct 3, 2025 - Oct 27, 2025 | -5.44% Mar 20, 2024 - May 15, 2024 |
| #13 | -3.28% Aug 27, 2024 - Sep 19, 2024 | -5.22% Feb 17, 2021 - Mar 29, 2021 |
| #14 | -3.02% Jul 23, 2025 - Aug 8, 2025 | -4.45% Dec 17, 2024 - Jan 23, 2025 |
| #15 | -2.33% Jun 12, 2025 - Jun 24, 2025 | -4.32% Sep 3, 2021 - Oct 20, 2021 |
Correlation
Correlation between JIVE and USMC is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2017 - 2026)
JIVE vs USMC dividend yield comparison.
| Year | JIVE | USMC |
|---|---|---|
| 2026 | 0.00% | 0.38% |
| 2025 | 2.88% | 0.79% |
| 2024 | 2.48% | 1.04% |
| 2023 | 0.74% | 1.35% |
| 2022 | 0.00% | 1.78% |
| 2021 | 0.00% | 1.53% |
| 2020 | 0.00% | 1.55% |
| 2019 | 0.00% | 2.01% |
| 2018 | 0.00% | 2.28% |
| 2017 | 0.00% | 0.24% |
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