JPEF vs ARKQ
Comparison between JPMORGAN EQUITY FOCUS ETF (JPEF, ETF) and ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF (ARKQ, ETF).
JPEF vs ARKQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPEF
$1.70B
Winner
ARKQ
$1.80B
Expense Ratio
Winner
JPEF
0.44%
ARKQ
0.75%
Max Drawdown
Winner
JPEF
18.10%
ARKQ
60.20%
Sharpe Ratio
JPEF
1.62
Winner
ARKQ
2.02
5Y Beta
Winner
JPEF
0.94
ARKQ
1.66
P/E Ratio
JPEF
28.22
Winner
ARKQ
-1332.44
Forward P/E
Winner
JPEF
21.93
ARKQ
45.03
PEG Ratio
Winner
JPEF
0.32
ARKQ
1.47
5Y EPS CAGR
Winner
JPEF
28.77%
ARKQ
16.86%
Debt to Equity
JPEF
-44.78%
ARKQ
N/A
P/S Ratio
JPEF
4.77
Winner
ARKQ
4.56
P/B Ratio
Winner
JPEF
4.63
ARKQ
5.62
JPEF vs ARKQ - Holdings Comparison
JPEF and ARKQ have 7 common holdings. Overlap is 13.99%
JPEF's top 25 holdings weight is 81.51%. ARKQ's top 25 holdings weight is 84.73%.
| Rank | JPEF | ARKQ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.36% | TESLA INC (TSLA) - 9.85% |
| #2 | ALPHABET INC CLASS C (GOOG) - 6.10% | TERADYNE INC (TER) - 8.94% |
| #3 | AMAZON.COM INC (AMZN) - 4.73% | ADVANCED MICRO DEVICES INC (AMD) - 6.33% |
| #4 | APPLE INC (AAPL) - 4.38% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 5.04% |
| #5 | MICROSOFT CORP (MSFT) - 3.94% | ROCKET LAB CORP (RKLB) - 4.63% |
| #6 | BROADCOM INC (AVGO) - 3.90% | DEERE & CO (DE) - 3.98% |
| #7 | ANALOG DEVICES INC (ADI) - 3.58% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.93% |
| #8 | LOEWS CORP (L) - 3.33% | ALPHABET INC CLASS C (GOOG) - 3.80% |
| #9 | MORGAN STANLEY (MS) - 3.18% | AMAZON.COM INC (AMZN) - 3.28% |
| #10 | META PLATFORMS INC CLASS A (META) - 3.16% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.04% |
| #11 | JOHNSON & JOHNSON (JNJ) - 2.93% | AEROVIRONMENT INC (AVAV) - 2.94% |
| #12 | NEXTERA ENERGY INC (NEE) - 2.88% | ARCHER AVIATION INC CLASS A (ACHR) - 2.94% |
| #13 | UNITED RENTALS INC (URI) - 2.72% | L3HARRIS TECHNOLOGIES INC (LHX) - 2.89% |
| #14 | CAPITAL ONE FINANCIAL CORP (COF) - 2.63% | NVIDIA CORP (NVDA) - 2.46% |
| #15 | KINDER MORGAN INC CLASS P (KMI) - 2.57% | TRIMBLE INC (TRMB) - 2.39% |
| #16 | M&T BANK CORP (MTB) - 2.53% | INTUITIVE MACHINES INC ORDINARY SHARES CLASS A (LUNR) - 2.21% |
| #17 | EXXON MOBIL CORP (XOM) - 2.49% | CATERPILLAR INC (CAT) - 2.16% |
| #18 | ECOLAB INC (ECL) - 2.29% | BAIDU INC ADR (BIDU) - 1.89% |
| #19 | GILEAD SCIENCES INC (GILD) - 2.28% | CAMECO CORP (n/a) - 1.86% |
| #20 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.27% | KOMATSU LTD ADR (KMTUY) - 1.86% |
| #21 | MCDONALD'S CORP (MCD) - 2.21% | SYMBOTIC INC ORDINARY SHARES CLASS A (SYM) - 1.85% |
| #22 | HCA HEALTHCARE INC (HCA) - 2.19% | BWX TECHNOLOGIES INC (BWXT) - 1.81% |
| #23 | PROCTER & GAMBLE CO (PG) - 2.02% | ELBIT SYSTEMS LTD (n/a) - 1.61% |
| #24 | CANADIAN PACIFIC KANSAS CITY LTD (CP) - 2.00% | IRIDIUM COMMUNICATIONS INC (IRDM) - 1.53% |
| #25 | LOWE'S COMPANIES INC (LOW) - 1.84% | BROADCOM INC (AVGO) - 1.51% |
| Total Holdings | 43 | 39 |
JPEF vs ARKQ - Historical Returns
Returns include dividend reinvestment.
1M
JPEF
+7.46%
Winner
ARKQ
+12.61%
3M
JPEF
+4.93%
Winner
ARKQ
+6.81%
6M
JPEF
+8.53%
Winner
ARKQ
+19.40%
1Y
JPEF
+24.28%
Winner
ARKQ
+85.62%
5Y(CAGR)
JPEF
N/A
ARKQ
+11.04%
10Y(CAGR)
JPEF
N/A
ARKQ
+23.08%
Max(CAGR)
Winner
JPEF
+19.08%
ARKQ
+18.71%
JPEF vs ARKQ - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | JPEF | ARKQ |
|---|---|---|
| 2026 | +7.01% | +13.87% |
| 2025 | +11.96% | +50.23% |
| 2024 | +28.45% | +36.90% |
| 2023 | +5.72% | +42.50% |
| 2022 | N/A | -47.92% |
| 2021 | N/A | +1.02% |
| 2020 | N/A | +103.11% |
| 2019 | N/A | +25.63% |
| 2018 | N/A | -10.07% |
| 2017 | N/A | +50.37% |
| 2016 | N/A | +16.82% |
| 2015 | N/A | -1.41% |
| 2014 | N/A | +0.15% |
JPEF vs ARKQ Drawdown Comparison
The maximum drawdown for JPEF was -18.09%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The maximum drawdown for ARKQ was -59.88%, occurring on Dec 28, 2022. Recovery took 1110 trading sessions.
| Rank | JPEF | ARKQ |
|---|---|---|
| #1 | -18.09% Jan 23, 2025 - Jun 30, 2025 | -59.88% Feb 12, 2021 - Jul 17, 2025 |
| #2 | -9.38% Jul 31, 2023 - Nov 20, 2023 | -36.74% Feb 19, 2020 - May 26, 2020 |
| #3 | -8.37% Jul 16, 2024 - Aug 30, 2024 | -29.62% Apr 15, 2015 - Jul 26, 2016 |
| #4 | -8.25% Feb 25, 2026 - Apr 15, 2026 | -22.97% Aug 29, 2018 - Dec 16, 2019 |
| #5 | -5.29% Mar 21, 2024 - May 15, 2024 | -20.58% Jan 16, 2026 - May 8, 2026 |
| #6 | -4.88% Oct 28, 2025 - Dec 26, 2025 | -18.79% Oct 29, 2025 - Jan 6, 2026 |
| #7 | -4.44% Aug 30, 2024 - Sep 19, 2024 | -13.43% Mar 12, 2018 - Jun 18, 2018 |
| #8 | -4.15% Dec 16, 2024 - Jan 22, 2025 | -13.00% Sep 2, 2020 - Oct 9, 2020 |
| #9 | -3.31% Oct 18, 2024 - Nov 6, 2024 | -11.19% Jan 26, 2018 - Mar 12, 2018 |
| #10 | -2.80% Oct 8, 2025 - Oct 20, 2025 | -10.26% Oct 5, 2016 - Dec 27, 2016 |
| #11 | -2.72% Dec 26, 2025 - Jan 27, 2026 | -9.76% Nov 24, 2014 - Apr 10, 2015 |
| #12 | -2.12% Jul 28, 2025 - Aug 12, 2025 | -9.21% Oct 14, 2020 - Nov 16, 2020 |
| #13 | -2.01% Jan 29, 2024 - Feb 2, 2024 | -7.47% Jun 18, 2018 - Aug 27, 2018 |
| #14 | -1.94% Dec 28, 2023 - Jan 10, 2024 | -7.19% Oct 3, 2014 - Oct 28, 2014 |
| #15 | -1.94% Jan 28, 2026 - Feb 9, 2026 | -7.13% Jun 8, 2017 - Jul 25, 2017 |
Correlation
Correlation between JPEF and ARKQ is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2015 - 2025)
JPEF vs ARKQ dividend yield comparison.
| Year | JPEF | ARKQ |
|---|---|---|
| 2025 | 0.70% | 0.27% |
| 2024 | 0.71% | 0.00% |
| 2023 | 0.39% | 0.00% |
| 2021 | 0.00% | 0.80% |
| 2020 | 0.00% | 0.86% |
| 2018 | 0.00% | 2.86% |
| 2017 | 0.00% | 1.54% |
| 2015 | 0.00% | 0.98% |
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