JMOM vs APUE
Comparison between JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).
JMOM vs APUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMOM
$2.40B
Winner
APUE
$2.50B
Expense Ratio
Winner
JMOM
0.12%
APUE
0.31%
Max Drawdown
JMOM
34.31%
Winner
APUE
19.07%
Sharpe Ratio
Winner
JMOM
1.74
APUE
1.54
5Y Beta
JMOM
1.05
Winner
APUE
0.95
P/E Ratio
JMOM
32.83
Winner
APUE
26.65
Forward P/E
JMOM
22.09
Winner
APUE
20.77
PEG Ratio
Winner
JMOM
0.32
APUE
0.43
5Y Dividends CAGR
JMOM
12.88%
APUE
N/A
5Y EPS CAGR
JMOM
23.96%
Winner
APUE
27.85%
Debt to Equity
Winner
JMOM
29.94%
APUE
31.65%
P/S Ratio
Winner
JMOM
2.57
APUE
3.54
P/B Ratio
JMOM
5.55
Winner
APUE
5.43
JMOM vs APUE - Holdings Comparison
JMOM and APUE have 100 common holdings. Overlap is 23.34%
JMOM's top 25 holdings weight is 34.03%. APUE's top 25 holdings weight is 49.75%.
| Rank | JMOM | APUE |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 3.35% | NVIDIA CORP (NVDA) - 7.20% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 2.48% | APPLE INC (AAPL) - 6.46% |
| #3 | BROADCOM INC (AVGO) - 2.41% | MICROSOFT CORP (MSFT) - 4.58% |
| #4 | NVIDIA CORP (NVDA) - 2.07% | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.50% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.00% | AMAZON.COM INC (AMZN) - 3.46% |
| #6 | APPLE INC (AAPL) - 1.86% | BROADCOM INC (AVGO) - 3.19% |
| #7 | INTEL CORP (INTC) - 1.57% | ALPHABET INC CLASS A (GOOGL) - 3.00% |
| #8 | MICROSOFT CORP (MSFT) - 1.56% | ALPHABET INC CLASS C (GOOG) - 2.37% |
| #9 | JOHNSON & JOHNSON (JNJ) - 1.45% | META PLATFORMS INC CLASS A (META) - 1.82% |
| #10 | META PLATFORMS INC CLASS A (META) - 1.43% | MICRON TECHNOLOGY INC (MU) - 1.70% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% | TESLA INC (TSLA) - 1.67% |
| #12 | WALMART INC (WMT) - 1.29% | ELI LILLY AND CO (LLY) - 1.26% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.29% | JPMORGAN CHASE & CO (JPM) - 1.19% |
| #14 | CATERPILLAR INC (CAT) - 1.24% | ADVANCED MICRO DEVICES INC (AMD) - 1.19% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.19% | EXXON MOBIL CORP (XOM) - 0.93% |
| #16 | COSTCO WHOLESALE CORP (COST) - 1.16% | JOHNSON & JOHNSON (JNJ) - 0.85% |
| #17 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.13% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.81% |
| #18 | ORACLE CORP (ORCL) - 1.07% | WALMART INC (WMT) - 0.74% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 0.97% | VISA INC CLASS A (V) - 0.71% |
| #20 | GE AEROSPACE (GE) - 0.96% | CISCO SYSTEMS INC (CSCO) - 0.70% |
| #21 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.44% | ANALOG DEVICES INC (ADI) - 0.30% |
| #22 | DATADOG INC CLASS A (DDOG) - 0.43% | AT&T INC (T) - 0.29% |
| #23 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.43% | CHURCHILL DOWNS INC (CHDN) - 0.28% |
| #24 | ON SEMICONDUCTOR CORP (ON) - 0.42% | WESTERN DIGITAL CORP (WDC) - 0.28% |
| #25 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.42% | VERIZON COMMUNICATIONS INC (VZ) - 0.27% |
| Total Holdings | 239 | 412 |
JMOM vs APUE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JMOM
+4.53%
APUE
+1.08%
3M
Winner
JMOM
+20.43%
APUE
+12.05%
6M
Winner
JMOM
+21.29%
APUE
+9.83%
1Y
Winner
JMOM
+34.20%
APUE
+25.75%
5Y(CAGR)
JMOM
+15.65%
APUE
N/A
10Y(CAGR)
JMOM
+16.22%
APUE
N/A
Max(CAGR)
JMOM
+16.22%
Winner
APUE
+22.68%
JMOM vs APUE - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | JMOM | APUE |
|---|---|---|
| 2026 | +20.47% | +9.37% |
| 2025 | +17.75% | +17.72% |
| 2024 | +29.74% | +24.70% |
| 2023 | +23.74% | +18.42% |
| 2022 | -20.41% | N/A |
| 2021 | +26.82% | N/A |
| 2020 | +28.12% | N/A |
| 2019 | +28.88% | N/A |
| 2018 | -5.24% | N/A |
| 2017 | +3.32% | N/A |
JMOM vs APUE Drawdown Comparison
The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current JMOM drawdown is -1.17%. The current APUE drawdown is -1.85%.
| Rank | JMOM | APUE |
|---|---|---|
| #1 | -34.31% Feb 19, 2020 - Jul 20, 2020 | -18.83% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -28.27% Nov 16, 2021 - Jan 30, 2024 | -10.08% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -21.59% Oct 3, 2018 - Jun 10, 2019 | -8.98% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -19.51% Feb 18, 2025 - Jun 24, 2025 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -10.94% Feb 12, 2021 - Apr 15, 2021 | -5.79% Mar 28, 2024 - May 15, 2024 |
| #6 | -9.09% Jan 26, 2018 - Jun 5, 2018 | -4.68% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -8.49% Jul 16, 2024 - Aug 23, 2024 | -4.66% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -8.34% Oct 13, 2020 - Nov 24, 2020 | -4.08% Jun 1, 2026 - Jun 10, 2026 |
| #9 | -8.27% Sep 2, 2020 - Oct 9, 2020 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #10 | -7.87% Mar 2, 2026 - Apr 8, 2026 | -2.52% Dec 11, 2025 - Dec 23, 2025 |
| #11 | -6.88% Apr 26, 2021 - Jun 14, 2021 | -2.52% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -6.63% Sep 3, 2021 - Oct 21, 2021 | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -6.24% Mar 21, 2024 - May 15, 2024 | -2.39% Jan 12, 2026 - Jan 27, 2026 |
| #14 | -6.18% Dec 4, 2024 - Jan 23, 2025 | -2.34% Jan 27, 2026 - Feb 9, 2026 |
| #15 | -6.07% Oct 27, 2025 - Dec 10, 2025 | -2.22% Dec 28, 2023 - Jan 19, 2024 |
Correlation
Correlation between JMOM and APUE is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2017 - 2026)
JMOM vs APUE dividend yield comparison.
| Year | JMOM | APUE |
|---|---|---|
| 2026 | 0.15% | 0.00% |
| 2025 | 0.86% | 0.83% |
| 2024 | 0.75% | 0.79% |
| 2023 | 1.21% | 0.41% |
| 2022 | 1.39% | 0.00% |
| 2021 | 0.64% | 0.00% |
| 2020 | 0.85% | 0.00% |
| 2019 | 1.11% | 0.00% |
| 2018 | 1.38% | 0.00% |
| 2017 | 0.29% | 0.00% |
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