JMOM vs FNCL
Comparison between JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF) and FIDELITY MSCI FINANCIALS INDEX ETF (FNCL, ETF).
5-Year PerformanceJMOM has outperformed FNCL, delivering a return of +15.7% compared to +8.7%
JMOM vs FNCL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMOM
$2.20B
FNCL
$2.20B
Expense Ratio
JMOM
0.12%
Winner
FNCL
0.08%
Max Drawdown
Winner
JMOM
34.31%
FNCL
44.96%
Sharpe Ratio
Winner
JMOM
2.03
FNCL
0.25
5Y Beta
JMOM
1.04
Winner
FNCL
0.86
P/E Ratio
JMOM
33.26
Winner
FNCL
16.09
Forward P/E
JMOM
22.00
Winner
FNCL
13.88
PEG Ratio
JMOM
0.76
FNCL
N/A
5Y Dividends CAGR
Winner
JMOM
12.88%
FNCL
5.38%
5Y EPS CAGR
Winner
JMOM
22.86%
FNCL
11.67%
Debt to Equity
JMOM
-2.11%
FNCL
N/A
P/S Ratio
Winner
JMOM
2.36
FNCL
2.98
P/B Ratio
JMOM
5.34
Winner
FNCL
2.10
JMOM vs FNCL - Holdings Comparison
JMOM and FNCL have 29 common holdings. Overlap is 5.54%
JMOM's top 25 holdings weight is 32.86%. FNCL's top 25 holdings weight is 66.02%.
| Rank | JMOM | FNCL |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 2.32% | JPMORGAN CHASE & CO (JPM) - 10.06% |
| #2 | BROADCOM INC (AVGO) - 2.31% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.65% |
| #3 | MICRON TECHNOLOGY INC (MU) - 2.18% | VISA INC CLASS A (V) - 6.48% |
| #4 | NVIDIA CORP (NVDA) - 1.97% | MASTERCARD INC CLASS A (MA) - 5.02% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 1.82% | BANK OF AMERICA CORP (BAC) - 4.34% |
| #6 | APPLE INC (AAPL) - 1.82% | THE GOLDMAN SACHS GROUP INC (GS) - 3.29% |
| #7 | INTEL CORP (INTC) - 1.69% | WELLS FARGO & CO (WFC) - 2.99% |
| #8 | WALMART INC (WMT) - 1.61% | CITIGROUP INC (C) - 2.73% |
| #9 | JOHNSON & JOHNSON (JNJ) - 1.58% | MORGAN STANLEY (MS) - 2.68% |
| #10 | META PLATFORMS INC CLASS A (META) - 1.57% | AMERICAN EXPRESS CO (AXP) - 2.08% |
| #11 | MICROSOFT CORP (MSFT) - 1.57% | CHARLES SCHWAB CORP (SCHW) - 1.86% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.50% | BLACKROCK INC (BLK) - 1.84% |
| #13 | COSTCO WHOLESALE CORP (COST) - 1.34% | S&P GLOBAL INC (SPGI) - 1.57% |
| #14 | CATERPILLAR INC (CAT) - 1.33% | CHUBB LTD (CB) - 1.44% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.15% | CAPITAL ONE FINANCIAL CORP (COF) - 1.44% |
| #16 | APPLIED MATERIALS INC (AMAT) - 1.08% | PROGRESSIVE CORP (PGR) - 1.38% |
| #17 | NETFLIX INC (NFLX) - 1.05% | CME GROUP INC CLASS A (CME) - 1.23% |
| #18 | GE VERNOVA INC (GEV) - 1.02% | BANK OF NEW YORK MELLON CORP (BK) - 1.09% |
| #19 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.00% | BLACKSTONE INC (BX) - 1.08% |
| #20 | ABBVIE INC (ABBV) - 0.95% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.06% |
| #21 | COHERENT CORP (COHR) - 0.41% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.03% |
| #22 | MCKESSON CORP (MCK) - 0.41% | U.S. BANCORP (USB) - 1.03% |
| #23 | STRYKER CORP (SYK) - 0.40% | MARSH (MRSH) - 0.98% |
| #24 | MARATHON PETROLEUM CORP (MPC) - 0.39% | MOODYS CORP (MCO) - 0.87% |
| #25 | CADENCE DESIGN SYSTEMS INC (CDNS) - 0.39% | THE TRAVELERS COMPANIES INC (TRV) - 0.80% |
| Total Holdings | 239 | 386 |
JMOM vs FNCL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JMOM
+11.19%
FNCL
+0.91%
3M
Winner
JMOM
+12.46%
FNCL
-2.55%
6M
Winner
JMOM
+16.52%
FNCL
-2.21%
1Y
Winner
JMOM
+33.79%
FNCL
+3.92%
5Y(CAGR)
Winner
JMOM
+15.75%
FNCL
+8.74%
10Y(CAGR)
Winner
JMOM
+15.91%
FNCL
+12.49%
Max(CAGR)
Winner
JMOM
+15.91%
FNCL
+11.21%
JMOM vs FNCL - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | JMOM | FNCL |
|---|---|---|
| 2026 | +16.23% | -5.85% |
| 2025 | +17.75% | +15.27% |
| 2024 | +29.74% | +30.29% |
| 2023 | +23.74% | +13.75% |
| 2022 | -20.41% | -13.26% |
| 2021 | +26.82% | +36.91% |
| 2020 | +28.12% | -2.92% |
| 2019 | +28.88% | +30.72% |
| 2018 | -5.24% | -13.32% |
| 2017 | +3.32% | +18.99% |
| 2016 | N/A | +27.37% |
| 2015 | N/A | -0.62% |
| 2014 | N/A | +14.62% |
| 2013 | N/A | +4.82% |
JMOM vs FNCL Drawdown Comparison
The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The maximum drawdown for FNCL was -44.36%, occurring on Mar 23, 2020. Recovery took 226 trading sessions.
The current FNCL drawdown is -8.40%.
| Rank | JMOM | FNCL |
|---|---|---|
| #1 | -34.31% Feb 19, 2020 - Jul 20, 2020 | -44.36% Feb 14, 2020 - Jan 7, 2021 |
| #2 | -28.27% Nov 16, 2021 - Jan 30, 2024 | -25.68% Jan 12, 2022 - Feb 23, 2024 |
| #3 | -21.59% Oct 3, 2018 - Jun 10, 2019 | -24.26% Jan 26, 2018 - Nov 1, 2019 |
| #4 | -19.51% Feb 18, 2025 - Jun 24, 2025 | -20.91% Jul 22, 2015 - Aug 30, 2016 |
| #5 | -10.94% Feb 12, 2021 - Apr 15, 2021 | -17.29% Feb 18, 2025 - Jun 30, 2025 |
| #6 | -9.09% Jan 26, 2018 - Jun 5, 2018 | -14.78% Jan 6, 2026 - Mar 27, 2026 |
| #7 | -8.49% Jul 16, 2024 - Aug 23, 2024 | -8.60% Mar 1, 2017 - Jul 25, 2017 |
| #8 | -8.34% Oct 13, 2020 - Nov 24, 2020 | -8.18% Jun 4, 2021 - Aug 10, 2021 |
| #9 | -8.27% Sep 2, 2020 - Oct 9, 2020 | -7.93% Nov 29, 2024 - Jan 27, 2025 |
| #10 | -7.87% Mar 2, 2026 - Apr 8, 2026 | -7.82% Jan 14, 2021 - Feb 9, 2021 |
| #11 | -6.88% Apr 26, 2021 - Jun 14, 2021 | -7.66% Nov 3, 2021 - Jan 7, 2022 |
| #12 | -6.63% Sep 3, 2021 - Oct 21, 2021 | -7.10% Jul 30, 2024 - Aug 23, 2024 |
| #13 | -6.24% Mar 21, 2024 - May 15, 2024 | -6.78% Dec 29, 2014 - Mar 20, 2015 |
| #14 | -6.18% Dec 4, 2024 - Jan 23, 2025 | -6.68% Jan 15, 2014 - Mar 5, 2014 |
| #15 | -6.07% Oct 27, 2025 - Dec 10, 2025 | -6.40% Sep 18, 2014 - Oct 30, 2014 |
Correlation
Correlation between JMOM and FNCL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2013 - 2026)
JMOM vs FNCL dividend yield comparison.
| Year | JMOM | FNCL |
|---|---|---|
| 2026 | 0.15% | 0.55% |
| 2025 | 0.86% | 1.45% |
| 2024 | 0.75% | 1.52% |
| 2023 | 1.21% | 1.91% |
| 2022 | 1.39% | 2.29% |
| 2021 | 0.64% | 1.75% |
| 2020 | 0.85% | 2.26% |
| 2019 | 1.11% | 2.17% |
| 2018 | 1.38% | 2.37% |
| 2017 | 0.29% | 1.60% |
| 2016 | 0.00% | 1.81% |
| 2015 | 0.00% | 2.17% |
| 2014 | 0.00% | 1.77% |
| 2013 | 0.00% | 0.43% |
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