JMOM vs BGIG
Comparison between JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).
JMOM vs BGIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMOM
$1.90B
Winner
BGIG
$2B
Expense Ratio
Winner
JMOM
0.12%
BGIG
0.45%
Max Drawdown
JMOM
34.31%
Winner
BGIG
14.11%
Sharpe Ratio
Winner
JMOM
2.01
BGIG
1.75
5Y Beta
JMOM
1.04
Winner
BGIG
0.63
P/E Ratio
JMOM
33.21
Winner
BGIG
23.24
Forward P/E
JMOM
22.36
Winner
BGIG
19.50
PEG Ratio
JMOM
0.80
Winner
BGIG
0.64
5Y Dividends CAGR
JMOM
12.88%
BGIG
N/A
5Y EPS CAGR
Winner
JMOM
23.62%
BGIG
14.02%
Debt to Equity
JMOM
29.25%
BGIG
N/A
P/S Ratio
Winner
JMOM
2.39
BGIG
2.79
P/B Ratio
JMOM
5.11
Winner
BGIG
4.19
JMOM vs BGIG - Holdings Comparison
JMOM and BGIG have 13 common holdings. Overlap is 7.68%
JMOM's top 25 holdings weight is 32.55%. BGIG's top 25 holdings weight is 70.06%.
| Rank | JMOM | BGIG |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 2.23% | BROADCOM INC (AVGO) - 5.88% |
| #2 | NVIDIA CORP (NVDA) - 2.21% | JOHNSON & JOHNSON (JNJ) - 4.83% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 2.16% | MICROSOFT CORP (MSFT) - 3.99% |
| #4 | META PLATFORMS INC CLASS A (META) - 1.80% | ELI LILLY AND CO (LLY) - 3.57% |
| #5 | APPLE INC (AAPL) - 1.79% | THE TRAVELERS COMPANIES INC (TRV) - 3.51% |
| #6 | MICRON TECHNOLOGY INC (MU) - 1.78% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.37% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 1.72% | WILLIAMS COMPANIES INC (WMB) - 3.27% |
| #8 | MICROSOFT CORP (MSFT) - 1.70% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.26% |
| #9 | JOHNSON & JOHNSON (JNJ) - 1.66% | NEXTERA ENERGY INC (NEE) - 3.02% |
| #10 | WALMART INC (WMT) - 1.62% | ABBVIE INC (ABBV) - 2.99% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.59% | JPMORGAN CHASE & CO (JPM) - 2.98% |
| #12 | INTEL CORP (INTC) - 1.37% | UNITEDHEALTH GROUP INC (UNH) - 2.73% |
| #13 | COSTCO WHOLESALE CORP (COST) - 1.35% | CHEVRON CORP (CVX) - 2.47% |
| #14 | CATERPILLAR INC (CAT) - 1.25% | GENERAL DYNAMICS CORP (GD) - 2.37% |
| #15 | NETFLIX INC (NFLX) - 1.14% | GARMIN LTD (GRMN) - 2.21% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.09% | CISCO SYSTEMS INC (CSCO) - 2.20% |
| #17 | GE VERNOVA INC (GEV) - 1.05% | TARGA RESOURCES CORP (TRGP) - 2.16% |
| #18 | APPLIED MATERIALS INC (AMAT) - 1.03% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.14% |
| #19 | n/a (PLTR) - 1.00% | THE HOME DEPOT INC (HD) - 2.09% |
| #20 | GE AEROSPACE (GE) - 0.98% | EXXON MOBIL CORP (XOM) - 2.03% |
| #21 | WILLIAMS COMPANIES INC (WMB) - 0.42% | DARDEN RESTAURANTS INC (DRI) - 2.01% |
| #22 | COMFORT SYSTEMS USA INC (FIX) - 0.41% | PPL CORP (PPL) - 1.79% |
| #23 | LUMENTUM HOLDINGS INC (LITE) - 0.41% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.75% |
| #24 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.40% | CORNING INC (GLW) - 1.73% |
| #25 | PALO ALTO NETWORKS INC (PANW) - 0.39% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.71% |
| Total Holdings | 239 | 52 |
JMOM vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JMOM
+10.37%
BGIG
+1.53%
3M
Winner
JMOM
+11.40%
BGIG
+1.19%
6M
Winner
JMOM
+17.05%
BGIG
+9.59%
1Y
Winner
JMOM
+36.39%
BGIG
+21.62%
5Y(CAGR)
JMOM
+15.08%
BGIG
N/A
10Y(CAGR)
JMOM
+15.81%
BGIG
N/A
Max(CAGR)
JMOM
+15.81%
Winner
BGIG
+15.86%
JMOM vs BGIG - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | JMOM | BGIG |
|---|---|---|
| 2026 | +15.25% | +6.96% |
| 2025 | +17.75% | +12.53% |
| 2024 | +29.74% | +16.25% |
| 2023 | +23.74% | +4.55% |
| 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 BGIG Drawdown Comparison
The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The current BGIG drawdown is -1.34%.
| Rank | JMOM | BGIG |
|---|---|---|
| #1 | -34.31% Feb 19, 2020 - Jul 20, 2020 | -13.23% Oct 18, 2024 - Jun 30, 2025 |
| #2 | -28.27% Nov 16, 2021 - Jan 30, 2024 | -7.95% Sep 15, 2023 - Dec 1, 2023 |
| #3 | -21.59% Oct 3, 2018 - Jun 10, 2019 | -5.81% Mar 2, 2026 - Apr 30, 2026 |
| #4 | -19.51% Feb 18, 2025 - Jun 24, 2025 | -4.73% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -10.94% Feb 12, 2021 - Apr 15, 2021 | -4.73% Mar 28, 2024 - May 14, 2024 |
| #6 | -9.09% Jan 26, 2018 - Jun 5, 2018 | -3.06% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -8.49% Jul 16, 2024 - Aug 23, 2024 | -2.56% May 21, 2024 - Jun 13, 2024 |
| #8 | -8.34% Oct 13, 2020 - Nov 24, 2020 | -2.50% Oct 8, 2025 - Nov 25, 2025 |
| #9 | -8.27% Sep 2, 2020 - Oct 9, 2020 | -2.03% Jul 25, 2025 - Aug 20, 2025 |
| #10 | -7.87% Mar 2, 2026 - Apr 8, 2026 | -1.87% Nov 28, 2025 - Jan 12, 2026 |
| #11 | -6.88% Apr 26, 2021 - Jun 14, 2021 | -1.71% Jun 18, 2024 - Jul 10, 2024 |
| #12 | -6.63% Sep 3, 2021 - Oct 21, 2021 | -1.49% Dec 19, 2023 - Dec 26, 2023 |
| #13 | -6.24% Mar 21, 2024 - May 15, 2024 | -1.46% Jan 8, 2024 - Jan 19, 2024 |
| #14 | -6.18% Dec 4, 2024 - Jan 23, 2025 | -1.34% Apr 30, 2026 - May 8, 2026 |
| #15 | -6.07% Oct 27, 2025 - Dec 10, 2025 | -1.32% Jan 16, 2026 - Jan 26, 2026 |
Correlation
Correlation between JMOM and BGIG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2017 - 2026)
JMOM vs BGIG dividend yield comparison.
| Year | JMOM | BGIG |
|---|---|---|
| 2026 | 0.16% | 0.60% |
| 2025 | 0.86% | 1.89% |
| 2024 | 0.75% | 2.02% |
| 2023 | 1.21% | 0.78% |
| 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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