JPEF vs EPP
Comparison between JPMORGAN EQUITY FOCUS ETF (JPEF, ETF) and ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF).
JPEF vs EPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPEF
$2B
EPP
$2B
Expense Ratio
Winner
JPEF
0.44%
EPP
0.47%
Max Drawdown
Winner
JPEF
18.10%
EPP
67.70%
Sharpe Ratio
Winner
JPEF
1.05
EPP
0.96
5Y Beta
JPEF
0.94
Winner
EPP
0.75
P/E Ratio
JPEF
26.16
EPP
N/A
Forward P/E
JPEF
20.77
EPP
N/A
PEG Ratio
JPEF
0.33
EPP
N/A
5Y Dividends CAGR
JPEF
N/A
EPP
9.78%
5Y EPS CAGR
JPEF
30.48%
EPP
N/A
Debt to Equity
JPEF
-58.58%
EPP
N/A
P/S Ratio
JPEF
4.98
EPP
N/A
P/B Ratio
JPEF
4.98
EPP
N/A
JPEF vs EPP - Holdings Comparison
JPEF and EPP have 1 common holdings. Overlap is -0.05%
JPEF's top 25 holdings weight is 80.34%. EPP's top 25 holdings weight is 70.19%.
| Rank | JPEF | EPP |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.97% | BHP GROUP LTD (n/a) - 9.39% |
| #2 | ALPHABET INC CLASS C (GOOG) - 6.50% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.77% |
| #3 | APPLE INC (AAPL) - 5.14% | DBS GROUP HOLDINGS LTD (n/a) - 4.78% |
| #4 | AMAZON.COM INC (AMZN) - 4.49% | AIA GROUP LTD (n/a) - 4.42% |
| #5 | BROADCOM INC (AVGO) - 3.85% | WESTPAC BANKING CORP (n/a) - 3.89% |
| #6 | MICROSOFT CORP (MSFT) - 3.35% | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.79% |
| #7 | MORGAN STANLEY (MS) - 3.21% | ANZ GROUP HOLDINGS LTD (n/a) - 3.37% |
| #8 | JOHNSON & JOHNSON (JNJ) - 3.07% | WESFARMERS LTD (n/a) - 3.20% |
| #9 | ANALOG DEVICES INC (ADI) - 2.98% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 3.01% |
| #10 | LOEWS CORP (L) - 2.92% | MACQUARIE GROUP LTD (n/a) - 2.90% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 2.86% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.38% |
| #12 | M&T BANK CORP (MTB) - 2.76% | RIO TINTO LTD (n/a) - 1.96% |
| #13 | UNITED RENTALS INC (URI) - 2.68% | GOODMAN GROUP (n/a) - 1.91% |
| #14 | META PLATFORMS INC CLASS A (META) - 2.64% | CSL LTD (n/a) - 1.89% |
| #15 | NEXTERA ENERGY INC (NEE) - 2.55% | SEA LTD ADR (SE) - 1.78% |
| #16 | KINDER MORGAN INC CLASS P (KMI) - 2.49% | UNITED OVERSEAS BANK LTD (n/a) - 1.75% |
| #17 | CAPITAL ONE FINANCIAL CORP (COF) - 2.44% | WOODSIDE ENERGY GROUP LTD (WDS) - 1.66% |
| #18 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.39% | WOOLWORTHS GROUP LTD (n/a) - 1.51% |
| #19 | PALO ALTO NETWORKS INC (PANW) - 2.27% | TRANSURBAN GROUP (n/a) - 1.43% |
| #20 | GILEAD SCIENCES INC (GILD) - 2.23% | QBE INSURANCE GROUP LTD (n/a) - 1.18% |
| #21 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.22% | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.15% |
| #22 | ECOLAB INC (ECL) - 2.15% | ARISTOCRAT LEISURE LTD (n/a) - 1.05% |
| #23 | MICRON TECHNOLOGY INC (MU) - 2.11% | TECHTRONIC INDUSTRIES CO LTD (n/a) - 1.04% |
| #24 | CANADIAN PACIFIC KANSAS CITY LTD (CP) - 2.09% | CK HUTCHISON HOLDINGS LTD (n/a) - 1.00% |
| #25 | HCA HEALTHCARE INC (HCA) - 1.98% | COLES GROUP LTD (n/a) - 0.98% |
| Total Holdings | 41 | 108 |
JPEF vs EPP - Historical Returns
Returns include dividend reinvestment.
1M
JPEF
+1.96%
Winner
EPP
+6.55%
3M
Winner
JPEF
+3.27%
EPP
+2.46%
6M
Winner
JPEF
+8.86%
EPP
+7.25%
1Y
JPEF
+16.60%
Winner
EPP
+18.31%
5Y(CAGR)
JPEF
N/A
EPP
+6.46%
10Y(CAGR)
JPEF
N/A
EPP
+7.44%
Max(CAGR)
Winner
JPEF
+18.62%
EPP
+9.13%
JPEF vs EPP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | JPEF | EPP |
|---|---|---|
| 2026 | +10.44% | +13.95% |
| 2025 | +11.96% | +19.75% |
| 2024 | +28.45% | +6.00% |
| 2023 | +5.72% | +6.11% |
| 2022 | N/A | -6.79% |
| 2021 | N/A | +3.86% |
| 2020 | N/A | +4.97% |
| 2019 | N/A | +19.27% |
| 2018 | N/A | -11.62% |
| 2017 | N/A | +24.09% |
| 2016 | N/A | +9.01% |
| 2015 | N/A | -8.36% |
| 2014 | N/A | -1.03% |
| 2013 | N/A | +1.73% |
| 2012 | N/A | +22.74% |
| 2011 | N/A | -14.42% |
| 2010 | N/A | +13.87% |
| 2009 | N/A | +62.26% |
| 2008 | N/A | -47.31% |
| 2007 | N/A | +29.17% |
| 2006 | N/A | +29.68% |
| 2005 | N/A | +14.63% |
| 2004 | N/A | +26.18% |
| 2003 | N/A | +43.93% |
| 2002 | N/A | -6.06% |
| 2001 | N/A | +8.45% |
JPEF vs EPP Drawdown Comparison
The maximum drawdown for JPEF was -18.09%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The current JPEF drawdown is -0.61%. The current EPP drawdown is -0.36%.
| Rank | JPEF | EPP |
|---|---|---|
| #1 | -18.09% Jan 23, 2025 - Jun 30, 2025 | -66.01% Oct 31, 2007 - Jan 10, 2013 |
| #2 | -9.38% Jul 31, 2023 - Nov 20, 2023 | -39.30% Jan 16, 2020 - Dec 10, 2020 |
| #3 | -8.37% Jul 16, 2024 - Aug 30, 2024 | -30.42% Sep 3, 2014 - Jul 14, 2017 |
| #4 | -8.25% Feb 25, 2026 - Apr 15, 2026 | -26.24% Jun 4, 2021 - Sep 19, 2024 |
| #5 | -5.29% Mar 21, 2024 - May 15, 2024 | -19.29% Oct 2, 2024 - May 27, 2025 |
| #6 | -4.88% Oct 28, 2025 - Dec 26, 2025 | -18.74% May 22, 2002 - Jun 11, 2003 |
| #7 | -4.60% May 14, 2026 - Jul 15, 2026 | -17.80% Jan 26, 2018 - Jun 27, 2019 |
| #8 | -4.44% Aug 30, 2024 - Sep 19, 2024 | -17.59% Jul 23, 2007 - Sep 19, 2007 |
| #9 | -4.22% Jul 15, 2026 - Aug 3, 2026 | -17.21% Apr 30, 2013 - Oct 22, 2013 |
| #10 | -4.15% Dec 16, 2024 - Jan 22, 2025 | -16.92% Feb 17, 2004 - Sep 30, 2004 |
| #11 | -3.31% Oct 18, 2024 - Nov 6, 2024 | -15.01% May 9, 2006 - Oct 25, 2006 |
| #12 | -2.80% Oct 8, 2025 - Oct 20, 2025 | -12.96% Oct 22, 2013 - Apr 9, 2014 |
| #13 | -2.72% Dec 26, 2025 - Jan 27, 2026 | -10.37% Jul 3, 2019 - Jan 13, 2020 |
| #14 | -2.12% Jul 28, 2025 - Aug 12, 2025 | -10.31% Feb 26, 2007 - Mar 26, 2007 |
| #15 | -2.01% Jan 29, 2024 - Feb 2, 2024 | -8.79% Feb 25, 2026 - May 6, 2026 |
Correlation
Correlation between JPEF and EPP is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2001 - 2026)
JPEF vs EPP dividend yield comparison.
| Year | JPEF | EPP |
|---|---|---|
| 2026 | 0.00% | 1.44% |
| 2025 | 0.70% | 3.77% |
| 2024 | 0.71% | 3.81% |
| 2023 | 0.39% | 4.10% |
| 2022 | 0.00% | 4.37% |
| 2021 | 0.00% | 4.58% |
| 2020 | 0.00% | 2.28% |
| 2019 | 0.00% | 3.89% |
| 2018 | 0.00% | 5.00% |
| 2017 | 0.00% | 4.15% |
| 2016 | 0.00% | 3.96% |
| 2015 | 0.00% | 4.90% |
| 2014 | 0.00% | 4.33% |
| 2013 | 0.00% | 4.08% |
| 2012 | 0.00% | 4.21% |
| 2011 | 0.00% | 4.41% |
| 2010 | 0.00% | 3.30% |
| 2009 | 0.00% | 3.45% |
| 2008 | 0.00% | 2.39% |
| 2007 | 0.00% | 4.72% |
| 2006 | 0.00% | 4.24% |
| 2005 | 0.00% | 3.75% |
| 2004 | 0.00% | 3.34% |
| 2003 | 0.00% | 2.08% |
| 2002 | 0.00% | 1.74% |
| 2001 | 0.00% | 0.50% |
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