JOJO vs UPGR

Comparison between ATAC CREDIT ROTATION ETF (JOJO, ETF) and XTRACKERS US GREEN INFRASTRUCTURE SELECT EQUITY ETF (UPGR, ETF).

JOJO vs UPGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JOJO(ETF)	UPGR(ETF)
Net Assets	$5.90M	$5.90M
Expense Ratio	1.24%	0.35%
Max Drawdown	33.72%	47.42%
Sharpe Ratio	0.85	1.57
5Y Beta	0.09	1.24
P/E Ratio	N/A	-15.41
Forward P/E	N/A	22.45
PEG Ratio	N/A	-0.03
5Y EPS CAGR	N/A	6.40%
Debt to Equity	N/A	25.15%
P/S Ratio	N/A	2.65
P/B Ratio	N/A	2.83

Net Assets

JOJO

$5.90M

UPGR

$5.90M

Expense Ratio

JOJO

1.24%

Winner

UPGR

0.35%

Max Drawdown

Winner

JOJO

33.72%

UPGR

47.42%

Sharpe Ratio

JOJO

0.85

Winner

UPGR

1.57

5Y Beta

Winner

JOJO

0.09

UPGR

1.24

P/E Ratio

JOJO

N/A

UPGR

-15.41

Forward P/E

JOJO

N/A

UPGR

22.45

PEG Ratio

JOJO

N/A

UPGR

-0.03

5Y EPS CAGR

JOJO

N/A

UPGR

6.40%

Debt to Equity

JOJO

N/A

UPGR

25.15%

P/S Ratio

JOJO

N/A

UPGR

2.65

P/B Ratio

JOJO

N/A

UPGR

2.83

JOJO vs UPGR - Historical Returns

Returns include dividend reinvestment.

Period	JOJO	UPGR
1 month	-0.09%	+3.19%
3 months	-1.18%	+12.23%
6 months	+2.36%	+10.06%
1 year	+9.35%	+63.06%
5 years(CAGR)	-0.65%	N/A
Max(CAGR)	-0.65%	+3.88%

JOJO

-0.09%

Winner

UPGR

+3.19%

JOJO

-1.18%

Winner

UPGR

+12.23%

JOJO

+2.36%

Winner

UPGR

+10.06%

JOJO

+9.35%

Winner

UPGR

+63.06%

5Y(CAGR)

JOJO

-0.65%

UPGR

N/A

Max(CAGR)

JOJO

-0.65%

Winner

UPGR

+3.88%

JOJO vs UPGR - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	JOJO	UPGR
2026	+2.04%	+10.53%
2025	+10.20%	+31.56%
2024	+3.21%	-13.67%
2023	+6.07%	-15.28%
2022	-20.36%	N/A
2021	-0.35%	N/A

JOJO vs UPGR Drawdown Comparison

The maximum drawdown for JOJO was -28.43%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The maximum drawdown for UPGR was -46.61%, occurring on Apr 8, 2025. Recovery took 557 trading sessions.

The current JOJO drawdown is -6.14%. The current UPGR drawdown is -8.76%.

Rank	JOJO	UPGR
#1	-28.43% Nov 5, 2021 - Sep 27, 2022	-46.61% Jul 18, 2023 - Oct 6, 2025
#2	-3.31% Jul 19, 2021 - Oct 27, 2021	-16.55% Oct 15, 2025 - May 8, 2026
#3	-0.35% Oct 27, 2021 - Nov 3, 2021	-8.76% Jun 2, 2026 - Jun 5, 2026
#4	N/A	-8.11% May 14, 2026 - May 26, 2026
#5	N/A	-5.13% Oct 6, 2025 - Oct 13, 2025
#6	N/A	-2.16% May 11, 2026 - May 13, 2026
#7	N/A	-2.05% Jul 13, 2023 - Jul 17, 2023
#8	N/A	-1.25% May 28, 2026 - Jun 2, 2026