JPEF vs PDP
Comparison between JPMORGAN EQUITY FOCUS ETF (JPEF, ETF) and INVESCO DORSEY WRIGHT MOMENTUM ETF (PDP, ETF).
JPEF vs PDP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPEF
$2B
Winner
PDP
$2.10B
Expense Ratio
Winner
JPEF
0.44%
PDP
0.62%
Max Drawdown
Winner
JPEF
18.10%
PDP
59.45%
Sharpe Ratio
Winner
JPEF
1.05
PDP
0.79
5Y Beta
Winner
JPEF
0.94
PDP
1.19
P/E Ratio
Winner
JPEF
26.16
PDP
49.13
Forward P/E
Winner
JPEF
20.77
PDP
24.59
PEG Ratio
JPEF
0.33
PDP
N/A
5Y Dividends CAGR
JPEF
N/A
PDP
9.90%
5Y EPS CAGR
Winner
JPEF
30.48%
PDP
24.64%
Debt to Equity
Winner
JPEF
-58.58%
PDP
17.04%
P/S Ratio
JPEF
4.98
Winner
PDP
3.49
P/B Ratio
Winner
JPEF
4.98
PDP
7.99
JPEF vs PDP - Holdings Comparison
JPEF and PDP have 10 common holdings. Overlap is 13.29%
JPEF's top 25 holdings weight is 80.34%. PDP's top 25 holdings weight is 47.37%.
| Rank | JPEF | PDP |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.97% | APPLE INC (AAPL) - 3.49% |
| #2 | ALPHABET INC CLASS C (GOOG) - 6.50% | TARGA RESOURCES CORP (TRGP) - 2.84% |
| #3 | APPLE INC (AAPL) - 5.14% | AMPHENOL CORP CLASS A (APH) - 2.82% |
| #4 | AMAZON.COM INC (AMZN) - 4.49% | COMFORT SYSTEMS USA INC (FIX) - 2.50% |
| #5 | BROADCOM INC (AVGO) - 3.85% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.49% |
| #6 | MICROSOFT CORP (MSFT) - 3.35% | CARPENTER TECHNOLOGY CORP (CRS) - 2.44% |
| #7 | MORGAN STANLEY (MS) - 3.21% | ATI INC (ATI) - 2.17% |
| #8 | JOHNSON & JOHNSON (JNJ) - 3.07% | APPLIED MATERIALS INC (AMAT) - 1.98% |
| #9 | ANALOG DEVICES INC (ADI) - 2.98% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.85% |
| #10 | LOEWS CORP (L) - 2.92% | WESTERN DIGITAL CORP (WDC) - 1.85% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 2.86% | W.W. GRAINGER INC (GWW) - 1.83% |
| #12 | M&T BANK CORP (MTB) - 2.76% | MICRON TECHNOLOGY INC (MU) - 1.82% |
| #13 | UNITED RENTALS INC (URI) - 2.68% | HOWMET AEROSPACE INC (HWM) - 1.78% |
| #14 | META PLATFORMS INC CLASS A (META) - 2.64% | QUANTA SERVICES INC (PWR) - 1.77% |
| #15 | NEXTERA ENERGY INC (NEE) - 2.55% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.75% |
| #16 | KINDER MORGAN INC CLASS P (KMI) - 2.49% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.70% |
| #17 | CAPITAL ONE FINANCIAL CORP (COF) - 2.44% | GUARDANT HEALTH INC (GH) - 1.64% |
| #18 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.39% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.63% |
| #19 | PALO ALTO NETWORKS INC (PANW) - 2.27% | ARISTA NETWORKS INC (ANET) - 1.44% |
| #20 | GILEAD SCIENCES INC (GILD) - 2.23% | TTM TECHNOLOGIES INC (TTMI) - 1.33% |
| #21 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.22% | COSTCO WHOLESALE CORP (COST) - 1.31% |
| #22 | ECOLAB INC (ECL) - 2.15% | EMCOR GROUP INC (EME) - 1.24% |
| #23 | MICRON TECHNOLOGY INC (MU) - 2.11% | ALPHABET INC CLASS A (GOOGL) - 1.24% |
| #24 | CANADIAN PACIFIC KANSAS CITY LTD (CP) - 2.09% | LAM RESEARCH CORP (LRCX) - 1.24% |
| #25 | HCA HEALTHCARE INC (HCA) - 1.98% | JABIL INC (JBL) - 1.22% |
| Total Holdings | 41 | 103 |
JPEF vs PDP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPEF
+1.96%
PDP
-4.35%
3M
Winner
JPEF
+3.27%
PDP
-3.77%
6M
JPEF
+8.86%
Winner
PDP
+9.42%
1Y
JPEF
+16.60%
Winner
PDP
+22.68%
5Y(CAGR)
JPEF
N/A
PDP
+8.39%
10Y(CAGR)
JPEF
N/A
PDP
+12.60%
Max(CAGR)
Winner
JPEF
+18.62%
PDP
+9.74%
JPEF vs PDP - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | JPEF | PDP |
|---|---|---|
| 2026 | +10.44% | +15.88% |
| 2025 | +11.96% | +8.02% |
| 2024 | +28.45% | +28.47% |
| 2023 | +5.72% | +21.82% |
| 2022 | N/A | -23.37% |
| 2021 | N/A | +9.40% |
| 2020 | N/A | +35.79% |
| 2019 | N/A | +34.74% |
| 2018 | N/A | -6.40% |
| 2017 | N/A | +22.97% |
| 2016 | N/A | +4.62% |
| 2015 | N/A | +1.55% |
| 2014 | N/A | +13.29% |
| 2013 | N/A | +28.69% |
| 2012 | N/A | +17.82% |
| 2011 | N/A | +0.33% |
| 2010 | N/A | +24.50% |
| 2009 | N/A | +24.87% |
| 2008 | N/A | -45.65% |
| 2007 | N/A | +13.82% |
JPEF vs PDP Drawdown Comparison
The maximum drawdown for JPEF was -18.09%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The maximum drawdown for PDP was -59.34%, occurring on Mar 9, 2009. Recovery took 1087 trading sessions.
The current JPEF drawdown is -0.61%. The current PDP drawdown is -10.25%.
| Rank | JPEF | PDP |
|---|---|---|
| #1 | -18.09% Jan 23, 2025 - Jun 30, 2025 | -59.34% Dec 10, 2007 - Apr 3, 2012 |
| #2 | -9.38% Jul 31, 2023 - Nov 20, 2023 | -34.70% Feb 19, 2020 - Jul 17, 2020 |
| #3 | -8.37% Jul 16, 2024 - Aug 30, 2024 | -33.92% Nov 8, 2021 - Jul 12, 2024 |
| #4 | -8.25% Feb 25, 2026 - Apr 15, 2026 | -24.54% Sep 14, 2018 - Jun 10, 2019 |
| #5 | -5.29% Mar 21, 2024 - May 15, 2024 | -23.79% Dec 4, 2024 - Sep 19, 2025 |
| #6 | -4.88% Oct 28, 2025 - Dec 26, 2025 | -19.14% Mar 20, 2015 - Feb 9, 2017 |
| #7 | -4.60% May 14, 2026 - Jul 15, 2026 | -17.58% Jun 22, 2026 - Jul 29, 2026 |
| #8 | -4.44% Aug 30, 2024 - Sep 19, 2024 | -13.91% Jul 13, 2007 - Oct 9, 2007 |
| #9 | -4.22% Jul 15, 2026 - Aug 3, 2026 | -13.47% Feb 12, 2021 - Aug 5, 2021 |
| #10 | -4.15% Dec 16, 2024 - Jan 22, 2025 | -11.87% Oct 29, 2025 - Jan 13, 2026 |
| #11 | -3.31% Oct 18, 2024 - Nov 6, 2024 | -11.63% Feb 25, 2026 - Apr 10, 2026 |
| #12 | -2.80% Oct 8, 2025 - Oct 20, 2025 | -9.80% May 2, 2012 - Sep 14, 2012 |
| #13 | -2.72% Dec 26, 2025 - Jan 27, 2026 | -9.76% Sep 5, 2014 - Nov 3, 2014 |
| #14 | -2.12% Jul 28, 2025 - Aug 12, 2025 | -9.59% Jul 16, 2024 - Sep 19, 2024 |
| #15 | -2.01% Jan 29, 2024 - Feb 2, 2024 | -9.53% Jan 26, 2018 - May 30, 2018 |
Correlation
Correlation between JPEF and PDP is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2007 - 2025)
JPEF vs PDP dividend yield comparison.
| Year | JPEF | PDP |
|---|---|---|
| 2025 | 0.70% | 0.17% |
| 2024 | 0.71% | 0.15% |
| 2023 | 0.39% | 0.42% |
| 2022 | 0.00% | 0.45% |
| 2020 | 0.00% | 0.11% |
| 2019 | 0.00% | 0.25% |
| 2018 | 0.00% | 0.18% |
| 2017 | 0.00% | 0.28% |
| 2016 | 0.00% | 0.81% |
| 2015 | 0.00% | 0.39% |
| 2014 | 0.00% | 0.15% |
| 2013 | 0.00% | 0.28% |
| 2012 | 0.00% | 0.85% |
| 2011 | 0.00% | 0.16% |
| 2010 | 0.00% | 0.24% |
| 2009 | 0.00% | 0.54% |
| 2008 | 0.00% | 0.27% |
| 2007 | 0.00% | 0.09% |
Select Stocks to Compare
Popular: JPEF vs SPYPDP vs SPY
More Comparisons
Compare with similar stocks