JMID vs PEZ
Comparison between JANUS HENDERSON MID CAP GROWTH ALPHA ETF (JMID, ETF) and INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF (PEZ, ETF).
JMID vs PEZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JMID
$23M
PEZ
$23M
Expense Ratio
Winner
JMID
0.30%
PEZ
0.60%
Max Drawdown
Winner
JMID
25.79%
PEZ
59.00%
Sharpe Ratio
Winner
JMID
0.53
PEZ
0.32
5Y Beta
JMID
1.14
Winner
PEZ
1.13
P/E Ratio
Winner
JMID
24.50
PEZ
30.98
Forward P/E
Winner
JMID
18.82
PEZ
19.45
PEG Ratio
JMID
0.08
PEZ
N/A
5Y Dividends CAGR
JMID
N/A
PEZ
-6.77%
5Y EPS CAGR
Winner
JMID
26.16%
PEZ
17.79%
Debt to Equity
JMID
171.24%
Winner
PEZ
91.65%
P/S Ratio
JMID
2.85
Winner
PEZ
1.11
P/B Ratio
JMID
11.06
Winner
PEZ
4.82
JMID vs PEZ - Holdings Comparison
JMID and PEZ have 7 common holdings. Overlap is 9.16%
JMID's top 25 holdings weight is 56.10%. PEZ's top 25 holdings weight is 72.44%.
| Rank | JMID | PEZ |
|---|---|---|
| #1 | VERTIV HOLDINGS CO CLASS A (VRT) - 5.60% | TAPESTRY INC (TPR) - 3.96% |
| #2 | HOWMET AEROSPACE INC (HWM) - 4.28% | RALPH LAUREN CORP CLASS A (RL) - 3.66% |
| #3 | COMFORT SYSTEMS USA INC (FIX) - 3.54% | CARDINAL HEALTH INC (CAH) - 3.61% |
| #4 | AMERIPRISE FINANCIAL INC (AMP) - 2.50% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 3.55% |
| #5 | NETAPP INC (NTAP) - 2.39% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 3.54% |
| #6 | JABIL INC (JBL) - 2.31% | WILLIAMS-SONOMA INC (WSM) - 3.41% |
| #7 | CORPAY INC (CPAY) - 2.27% | NETFLIX INC (NFLX) - 3.21% |
| #8 | DEXCOM INC (DXCM) - 2.23% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 3.13% |
| #9 | TAPESTRY INC (TPR) - 2.11% | WALMART INC (WMT) - 3.08% |
| #10 | IDEXX LABORATORIES INC (IDXX) - 2.05% | FIVE BELOW INC (FIVE) - 3.08% |
| #11 | EXPEDIA GROUP INC (EXPE) - 2.04% | MCKESSON CORP (MCK) - 3.07% |
| #12 | LAS VEGAS SANDS CORP (LVS) - 2.02% | GENERAL MOTORS CO (GM) - 3.00% |
| #13 | ROSS STORES INC (ROST) - 1.95% | TJX COMPANIES INC (TJX) - 2.94% |
| #14 | EXELIXIS INC (EXEL) - 1.89% | GARMIN LTD (GRMN) - 2.84% |
| #15 | PAYCHEX INC (PAYX) - 1.86% | RUSH STREET INTERACTIVE INC ORDINARY SHARES CLASS A (RSI) - 2.66% |
| #16 | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.86% | BURLINGTON STORES INC (BURL) - 2.64% |
| #17 | GARTNER INC (IT) - 1.85% | SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 2.60% |
| #18 | DECKERS OUTDOOR CORP (DECK) - 1.83% | DANA INC (DAN) - 2.46% |
| #19 | GODADDY INC CLASS A (GDDY) - 1.76% | ROSS STORES INC (ROST) - 2.45% |
| #20 | BOOZ ALLEN HAMILTON HOLDING CORP CLASS A (BAH) - 1.73% | CAESARS ENTERTAINMENT INC (CZR) - 2.42% |
| #21 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.65% | EXPEDIA GROUP INC (EXPE) - 2.41% |
| #22 | GEN DIGITAL INC (GEN) - 1.64% | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.38% |
| #23 | n/a (WH) - 1.58% | NEW YORK TIMES CO CLASS A (NYT) - 2.23% |
| #24 | FTAI AVIATION LTD (FTAI) - 1.58% | HASBRO INC (HAS) - 2.19% |
| #25 | TERADATA CORP (TDC) - 1.58% | CALLAWAY GOLF CO (CALY) - 1.92% |
| Total Holdings | 83 | 47 |
JMID vs PEZ - Historical Returns
Returns include dividend reinvestment.
1M
JMID
+1.54%
Winner
PEZ
+7.89%
3M
Winner
JMID
+10.83%
PEZ
+8.08%
6M
Winner
JMID
+6.68%
PEZ
-2.00%
1Y
Winner
JMID
+12.22%
PEZ
+10.34%
5Y(CAGR)
JMID
N/A
PEZ
+2.85%
10Y(CAGR)
JMID
N/A
PEZ
+10.03%
Max(CAGR)
Winner
JMID
+14.63%
PEZ
+7.97%
JMID vs PEZ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JMID | PEZ |
|---|---|---|
| 2026 | +7.11% | -0.90% |
| 2025 | +4.84% | +6.13% |
| 2024 | +11.36% | +21.74% |
| 2023 | N/A | +30.17% |
| 2022 | N/A | -28.99% |
| 2021 | N/A | +23.62% |
| 2020 | N/A | +37.99% |
| 2019 | N/A | +17.65% |
| 2018 | N/A | -7.24% |
| 2017 | N/A | +20.16% |
| 2016 | N/A | -0.51% |
| 2015 | N/A | -0.05% |
| 2014 | N/A | +9.23% |
| 2013 | N/A | +36.96% |
| 2012 | N/A | +18.76% |
| 2011 | N/A | +0.03% |
| 2010 | N/A | +27.53% |
| 2009 | N/A | +22.45% |
| 2008 | N/A | -31.14% |
| 2007 | N/A | -11.83% |
| 2006 | N/A | +5.87% |
JMID vs PEZ Drawdown Comparison
The maximum drawdown for JMID was -25.58%, occurring on Apr 8, 2025. Recovery took 189 trading sessions.
The maximum drawdown for PEZ was -58.39%, occurring on Mar 6, 2009. Recovery took 1195 trading sessions.
The current JMID drawdown is -2.73%. The current PEZ drawdown is -7.57%.
| Rank | JMID | PEZ |
|---|---|---|
| #1 | -25.58% Dec 6, 2024 - Sep 11, 2025 | -58.39% Jun 4, 2007 - Mar 1, 2012 |
| #2 | -10.82% Oct 27, 2025 - Apr 17, 2026 | -52.05% Sep 27, 2018 - Aug 5, 2020 |
| #3 | -4.92% Jun 1, 2026 - Jun 10, 2026 | -41.72% Nov 18, 2021 - Aug 23, 2024 |
| #4 | -4.63% Sep 22, 2025 - Oct 27, 2025 | -31.48% Nov 25, 2024 - Apr 8, 2025 |
| #5 | -4.33% Apr 20, 2026 - May 6, 2026 | -25.01% Aug 5, 2015 - Oct 6, 2017 |
| #6 | -3.99% May 6, 2026 - May 26, 2026 | -16.59% Feb 9, 2021 - Nov 2, 2021 |
| #7 | -2.82% Nov 11, 2024 - Nov 22, 2024 | -14.38% Oct 15, 2020 - Nov 19, 2020 |
| #8 | -2.15% Oct 18, 2024 - Nov 5, 2024 | -14.05% Sep 2, 2014 - Nov 28, 2014 |
| #9 | -1.13% Sep 11, 2025 - Sep 18, 2025 | -12.36% Jan 23, 2018 - Jun 4, 2018 |
| #10 | -1.01% Nov 26, 2024 - Dec 4, 2024 | -12.12% Aug 21, 2020 - Oct 9, 2020 |
| #11 | -0.81% Sep 30, 2024 - Oct 4, 2024 | -10.88% May 2, 2012 - Sep 13, 2012 |
| #12 | -0.70% Oct 4, 2024 - Oct 8, 2024 | -9.64% Mar 5, 2014 - Jul 1, 2014 |
| #13 | -0.61% Sep 24, 2024 - Sep 30, 2024 | -9.00% Jan 10, 2014 - Feb 24, 2014 |
| #14 | -0.54% Oct 14, 2024 - Oct 16, 2024 | -8.48% Aug 23, 2024 - Sep 19, 2024 |
| #15 | -0.19% Dec 4, 2024 - Dec 6, 2024 | -8.00% Sep 14, 2012 - Jan 4, 2013 |
Correlation
Correlation between JMID and PEZ is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.49
-101
Dividend Comparison (2006 - 2026)
JMID vs PEZ dividend yield comparison.
| Year | JMID | PEZ |
|---|---|---|
| 2026 | 0.10% | 0.10% |
| 2025 | 0.75% | 0.11% |
| 2024 | 0.10% | 0.12% |
| 2023 | 0.00% | 0.60% |
| 2022 | 0.00% | 0.43% |
| 2021 | 0.00% | 0.23% |
| 2020 | 0.00% | 0.39% |
| 2019 | 0.00% | 0.01% |
| 2018 | 0.00% | 0.40% |
| 2017 | 0.00% | 0.42% |
| 2016 | 0.00% | 0.83% |
| 2015 | 0.00% | 0.64% |
| 2014 | 0.00% | 0.15% |
| 2013 | 0.00% | 0.46% |
| 2012 | 0.00% | 1.07% |
| 2011 | 0.00% | 0.75% |
| 2010 | 0.00% | 0.67% |
| 2009 | 0.00% | 0.28% |
| 2008 | 0.00% | 1.03% |
| 2007 | 0.00% | 0.55% |
| 2006 | 0.00% | 0.61% |
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