JPEF vs RWJ
Comparison between JPMORGAN EQUITY FOCUS ETF (JPEF, ETF) and INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF).
JPEF vs RWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPEF
$2B
Winner
RWJ
$2.10B
Expense Ratio
JPEF
0.44%
Winner
RWJ
0.39%
Max Drawdown
Winner
JPEF
18.10%
RWJ
56.26%
Sharpe Ratio
JPEF
1.04
Winner
RWJ
1.77
5Y Beta
Winner
JPEF
0.94
RWJ
1.03
P/E Ratio
Winner
JPEF
26.16
RWJ
50.17
Forward P/E
JPEF
20.77
Winner
RWJ
13.02
PEG Ratio
JPEF
0.33
RWJ
N/A
5Y Dividends CAGR
JPEF
N/A
RWJ
23.39%
5Y EPS CAGR
Winner
JPEF
30.48%
RWJ
10.64%
Debt to Equity
Winner
JPEF
-58.58%
RWJ
66.38%
P/S Ratio
JPEF
4.98
Winner
RWJ
0.38
P/B Ratio
JPEF
4.98
Winner
RWJ
1.70
JPEF vs RWJ - Holdings Comparison
JPEF and RWJ have 1 common holdings. Overlap is 0.00%
JPEF's top 25 holdings weight is 80.34%. RWJ's top 25 holdings weight is 24.99%.
| Rank | JPEF | RWJ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.97% | WORLD KINECT CORP (WKC) - 2.80% |
| #2 | ALPHABET INC CLASS C (GOOG) - 6.50% | CARMAX INC (KMX) - 2.00% |
| #3 | APPLE INC (AAPL) - 5.14% | MANPOWERGROUP INC (MAN) - 1.85% |
| #4 | AMAZON.COM INC (AMZN) - 4.49% | UNITED NATURAL FOODS INC (UNFI) - 1.82% |
| #5 | BROADCOM INC (AVGO) - 3.85% | LINCOLN NATIONAL CORP (LNC) - 1.55% |
| #6 | MICROSOFT CORP (MSFT) - 3.35% | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.23% |
| #7 | MORGAN STANLEY (MS) - 3.21% | GROUP 1 AUTOMOTIVE INC (GPI) - 1.19% |
| #8 | JOHNSON & JOHNSON (JNJ) - 3.07% | KOHL'S CORP (KSS) - 1.19% |
| #9 | ANALOG DEVICES INC (ADI) - 2.98% | SONIC AUTOMOTIVE INC CLASS A (SAH) - 0.97% |
| #10 | LOEWS CORP (L) - 2.92% | n/a (DXC) - 0.96% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 2.86% | AMENTUM HOLDINGS INC (AMTM) - 0.95% |
| #12 | M&T BANK CORP (MTB) - 2.76% | MOHAWK INDUSTRIES INC (MHK) - 0.90% |
| #13 | UNITED RENTALS INC (URI) - 2.68% | ADIENT PLC (ADNT) - 0.88% |
| #14 | META PLATFORMS INC CLASS A (META) - 2.64% | LKQ CORP (LKQ) - 0.81% |
| #15 | NEXTERA ENERGY INC (NEE) - 2.55% | JETBLUE AIRWAYS CORP (JBLU) - 0.77% |
| #16 | KINDER MORGAN INC CLASS P (KMI) - 2.49% | CAESARS ENTERTAINMENT INC (CZR) - 0.72% |
| #17 | CAPITAL ONE FINANCIAL CORP (COF) - 2.44% | CUSHMAN & WAKEFIELD LTD (CWK) - 0.68% |
| #18 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.39% | ANDERSONS INC (ANDE) - 0.67% |
| #19 | PALO ALTO NETWORKS INC (PANW) - 2.27% | PAR PACIFIC HOLDINGS INC (PARR) - 0.66% |
| #20 | GILEAD SCIENCES INC (GILD) - 2.23% | INSIGHT ENTERPRISES INC (NSIT) - 0.63% |
| #21 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.22% | DANA INC (DAN) - 0.36% |
| #22 | ECOLAB INC (ECL) - 2.15% | O-I GLASS INC (OI) - 0.35% |
| #23 | MICRON TECHNOLOGY INC (MU) - 2.11% | POOL CORP (POOL) - 0.35% |
| #24 | CANADIAN PACIFIC KANSAS CITY LTD (CP) - 2.09% | THE CHEESECAKE FACTORY INC (CAKE) - 0.35% |
| #25 | HCA HEALTHCARE INC (HCA) - 1.98% | MARRIOTT VACATIONS WORLDWIDE CORP (VAC) - 0.35% |
| Total Holdings | 41 | 552 |
JPEF vs RWJ - Historical Returns
Returns include dividend reinvestment.
1M
JPEF
+3.13%
Winner
RWJ
+4.45%
3M
JPEF
+4.50%
Winner
RWJ
+11.27%
6M
JPEF
+9.63%
Winner
RWJ
+13.77%
1Y
JPEF
+17.63%
Winner
RWJ
+42.26%
5Y(CAGR)
JPEF
N/A
RWJ
+11.15%
10Y(CAGR)
JPEF
N/A
RWJ
+13.53%
Max(CAGR)
Winner
JPEF
+18.88%
RWJ
+12.67%
JPEF vs RWJ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | JPEF | RWJ |
|---|---|---|
| 2026 | +11.21% | +26.91% |
| 2025 | +11.96% | +8.28% |
| 2024 | +28.45% | +11.98% |
| 2023 | +5.72% | +16.69% |
| 2022 | N/A | -12.27% |
| 2021 | N/A | +54.19% |
| 2020 | N/A | +21.02% |
| 2019 | N/A | +17.99% |
| 2018 | N/A | -18.19% |
| 2017 | N/A | +4.20% |
| 2016 | N/A | +32.88% |
| 2015 | N/A | -7.94% |
| 2014 | N/A | +7.70% |
| 2013 | N/A | +41.60% |
| 2012 | N/A | +16.48% |
| 2011 | N/A | -2.72% |
| 2010 | N/A | +22.38% |
| 2009 | N/A | +44.07% |
| 2008 | N/A | -27.28% |
JPEF vs RWJ Drawdown Comparison
The maximum drawdown for JPEF was -18.09%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The current RWJ drawdown is -1.41%.
| Rank | JPEF | RWJ |
|---|---|---|
| #1 | -18.09% Jan 23, 2025 - Jun 30, 2025 | -55.96% Sep 19, 2008 - Oct 12, 2009 |
| #2 | -9.38% Jul 31, 2023 - Nov 20, 2023 | -51.34% Aug 22, 2018 - Nov 23, 2020 |
| #3 | -8.37% Jul 16, 2024 - Aug 30, 2024 | -29.29% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -8.25% Feb 25, 2026 - Apr 15, 2026 | -27.42% Jul 7, 2011 - Feb 2, 2012 |
| #5 | -5.29% Mar 21, 2024 - May 15, 2024 | -25.83% Jun 23, 2015 - Nov 10, 2016 |
| #6 | -4.88% Oct 28, 2025 - Dec 26, 2025 | -25.57% Nov 16, 2021 - Mar 21, 2024 |
| #7 | -4.60% May 14, 2026 - Jul 15, 2026 | -22.98% Apr 23, 2010 - Dec 9, 2010 |
| #8 | -4.44% Aug 30, 2024 - Sep 19, 2024 | -15.40% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -4.22% Jul 15, 2026 - Aug 3, 2026 | -14.85% Jun 5, 2008 - Sep 19, 2008 |
| #10 | -4.15% Dec 16, 2024 - Jan 22, 2025 | -13.64% Oct 15, 2009 - Jan 7, 2010 |
| #11 | -3.31% Oct 18, 2024 - Nov 6, 2024 | -13.63% Jul 3, 2014 - Dec 26, 2014 |
| #12 | -2.80% Oct 8, 2025 - Oct 20, 2025 | -12.72% Jun 8, 2021 - Nov 3, 2021 |
| #13 | -2.72% Dec 26, 2025 - Jan 27, 2026 | -12.59% Jan 27, 2021 - Mar 5, 2021 |
| #14 | -2.12% Jul 28, 2025 - Aug 12, 2025 | -12.32% Feb 21, 2017 - Oct 2, 2017 |
| #15 | -2.01% Jan 29, 2024 - Feb 2, 2024 | -12.23% Mar 12, 2021 - Jun 1, 2021 |
Correlation
Correlation between JPEF and RWJ is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2008 - 2026)
JPEF vs RWJ dividend yield comparison.
| Year | JPEF | RWJ |
|---|---|---|
| 2026 | 0.00% | 0.50% |
| 2025 | 0.70% | 1.11% |
| 2024 | 0.71% | 1.15% |
| 2023 | 0.39% | 1.34% |
| 2022 | 0.00% | 1.02% |
| 2021 | 0.00% | 0.61% |
| 2020 | 0.00% | 0.89% |
| 2019 | 0.00% | 1.22% |
| 2018 | 0.00% | 1.44% |
| 2017 | 0.00% | 1.11% |
| 2016 | 0.00% | 0.61% |
| 2015 | 0.00% | 0.74% |
| 2014 | 0.00% | 0.57% |
| 2013 | 0.00% | 1.27% |
| 2012 | 0.00% | 1.34% |
| 2011 | 0.00% | 0.37% |
| 2010 | 0.00% | 0.39% |
| 2009 | 0.00% | 0.24% |
| 2008 | 0.00% | 0.85% |
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