JMOM vs JPHY
Comparison between JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF) and JPMORGAN ACTIVE HIGH YIELD ETF (JPHY, ETF).
JMOM vs JPHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMOM
$2.20B
JPHY
$2.20B
Expense Ratio
Winner
JMOM
0.12%
JPHY
0.45%
Max Drawdown
JMOM
34.31%
Winner
JPHY
2.76%
Sharpe Ratio
Winner
JMOM
2.06
JPHY
0.94
5Y Beta
JMOM
1.04
Winner
JPHY
0.18
P/E Ratio
JMOM
33.95
JPHY
N/A
Forward P/E
JMOM
22.78
JPHY
N/A
PEG Ratio
JMOM
0.33
JPHY
N/A
5Y Dividends CAGR
JMOM
12.88%
JPHY
N/A
5Y EPS CAGR
JMOM
23.34%
JPHY
N/A
Debt to Equity
JMOM
31.13%
JPHY
N/A
P/S Ratio
JMOM
2.49
JPHY
N/A
P/B Ratio
JMOM
5.50
JPHY
N/A
JMOM vs JPHY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JMOM
+8.27%
JPHY
+0.23%
3M
Winner
JMOM
+16.05%
JPHY
+1.60%
6M
Winner
JMOM
+21.92%
JPHY
+2.75%
1Y
Winner
JMOM
+36.40%
JPHY
+6.17%
5Y(CAGR)
JMOM
+16.12%
JPHY
N/A
10Y(CAGR)
JMOM
+16.29%
JPHY
N/A
Max(CAGR)
Winner
JMOM
+16.29%
JPHY
+6.62%
JMOM vs JPHY - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | JMOM | JPHY |
|---|---|---|
| 2026 | +20.58% | +1.99% |
| 2025 | +17.75% | +4.00% |
| 2024 | +29.74% | N/A |
| 2023 | +23.74% | N/A |
| 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 JPHY Drawdown Comparison
The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The maximum drawdown for JPHY was -1.65%, occurring on Mar 27, 2026. Recovery took 40 trading sessions.
The current JPHY drawdown is -0.06%.
| Rank | JMOM | JPHY |
|---|---|---|
| #1 | -34.31% Feb 19, 2020 - Jul 20, 2020 | -1.65% Feb 9, 2026 - Apr 8, 2026 |
| #2 | -28.27% Nov 16, 2021 - Jan 30, 2024 | -0.98% Oct 2, 2025 - Oct 22, 2025 |
| #3 | -21.59% Oct 3, 2018 - Jun 10, 2019 | -0.82% Oct 27, 2025 - Nov 26, 2025 |
| #4 | -19.51% Feb 18, 2025 - Jun 24, 2025 | -0.64% May 6, 2026 - May 26, 2026 |
| #5 | -10.94% Feb 12, 2021 - Apr 15, 2021 | -0.43% Apr 17, 2026 - May 1, 2026 |
| #6 | -9.09% Jan 26, 2018 - Jun 5, 2018 | -0.41% Aug 13, 2025 - Aug 22, 2025 |
| #7 | -8.49% Jul 16, 2024 - Aug 23, 2024 | -0.41% Jul 2, 2025 - Jul 22, 2025 |
| #8 | -8.34% Oct 13, 2020 - Nov 24, 2020 | -0.35% Nov 28, 2025 - Dec 3, 2025 |
| #9 | -8.27% Sep 2, 2020 - Oct 9, 2020 | -0.33% Sep 22, 2025 - Oct 1, 2025 |
| #10 | -7.87% Mar 2, 2026 - Apr 8, 2026 | -0.26% Dec 3, 2025 - Dec 22, 2025 |
| #11 | -6.88% Apr 26, 2021 - Jun 14, 2021 | -0.23% Aug 27, 2025 - Sep 3, 2025 |
| #12 | -6.63% Sep 3, 2021 - Oct 21, 2021 | -0.21% May 1, 2026 - May 6, 2026 |
| #13 | -6.24% Mar 21, 2024 - May 15, 2024 | -0.21% Apr 9, 2026 - Apr 13, 2026 |
| #14 | -6.18% Dec 4, 2024 - Jan 23, 2025 | -0.21% Jul 23, 2025 - Aug 4, 2025 |
| #15 | -6.07% Oct 27, 2025 - Dec 10, 2025 | -0.20% Jan 27, 2026 - Feb 6, 2026 |
Correlation
Correlation between JMOM and JPHY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2017 - 2026)
JMOM vs JPHY dividend yield comparison.
| Year | JMOM | JPHY |
|---|---|---|
| 2026 | 0.15% | 2.58% |
| 2025 | 0.86% | 3.32% |
| 2024 | 0.75% | 0.00% |
| 2023 | 1.21% | 0.00% |
| 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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