JPEF vs TCHP
Comparison between JPMORGAN EQUITY FOCUS ETF (JPEF, ETF) and T. ROWE PRICE BLUE CHIP GROWTH ETF (TCHP, ETF).
JPEF vs TCHP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPEF
$2B
Winner
TCHP
$2.10B
Expense Ratio
Winner
JPEF
0.44%
TCHP
0.57%
Max Drawdown
Winner
JPEF
18.10%
TCHP
42.35%
Sharpe Ratio
Winner
JPEF
1.04
TCHP
0.40
5Y Beta
Winner
JPEF
0.94
TCHP
1.22
P/E Ratio
Winner
JPEF
26.16
TCHP
28.92
Forward P/E
Winner
JPEF
20.77
TCHP
25.33
PEG Ratio
JPEF
0.33
Winner
TCHP
0.27
5Y EPS CAGR
JPEF
30.48%
Winner
TCHP
39.23%
Debt to Equity
JPEF
-58.58%
TCHP
N/A
P/S Ratio
Winner
JPEF
4.98
TCHP
6.63
P/B Ratio
Winner
JPEF
4.98
TCHP
9.79
JPEF vs TCHP - Holdings Comparison
JPEF and TCHP have 12 common holdings. Overlap is 38.63%
JPEF's top 25 holdings weight is 80.34%. TCHP's top 25 holdings weight is 87.48%.
| Rank | JPEF | TCHP |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.97% | NVIDIA CORP (NVDA) - 15.34% |
| #2 | ALPHABET INC CLASS C (GOOG) - 6.50% | MICROSOFT CORP (MSFT) - 9.59% |
| #3 | APPLE INC (AAPL) - 5.14% | APPLE INC (AAPL) - 9.00% |
| #4 | AMAZON.COM INC (AMZN) - 4.49% | AMAZON.COM INC (AMZN) - 7.45% |
| #5 | BROADCOM INC (AVGO) - 3.85% | ALPHABET INC CLASS C (GOOG) - 6.87% |
| #6 | MICROSOFT CORP (MSFT) - 3.35% | BROADCOM INC (AVGO) - 6.10% |
| #7 | MORGAN STANLEY (MS) - 3.21% | META PLATFORMS INC CLASS A (META) - 4.67% |
| #8 | JOHNSON & JOHNSON (JNJ) - 3.07% | CARVANA CO CLASS A (CVNA) - 3.91% |
| #9 | ANALOG DEVICES INC (ADI) - 2.98% | VISA INC CLASS A (V) - 2.71% |
| #10 | LOEWS CORP (L) - 2.92% | ELI LILLY AND CO (LLY) - 2.68% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 2.86% | TESLA INC (TSLA) - 2.50% |
| #12 | M&T BANK CORP (MTB) - 2.76% | MASTERCARD INC CLASS A (MA) - 1.97% |
| #13 | UNITED RENTALS INC (URI) - 2.68% | NETFLIX INC (NFLX) - 1.97% |
| #14 | META PLATFORMS INC CLASS A (META) - 2.64% | ALPHABET INC CLASS A (GOOGL) - 1.88% |
| #15 | NEXTERA ENERGY INC (NEE) - 2.55% | GE AEROSPACE (GE) - 1.68% |
| #16 | KINDER MORGAN INC CLASS P (KMI) - 2.49% | INTUITIVE SURGICAL INC (ISRG) - 1.16% |
| #17 | CAPITAL ONE FINANCIAL CORP (COF) - 2.44% | ASML HOLDING NV ADR (ASML) - 1.11% |
| #18 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.39% | GE VERNOVA INC (GEV) - 1.08% |
| #19 | PALO ALTO NETWORKS INC (PANW) - 2.27% | CHUBB LTD (CB) - 0.94% |
| #20 | GILEAD SCIENCES INC (GILD) - 2.23% | BOOKING HOLDINGS INC (BKNG) - 0.87% |
| #21 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.22% | ORACLE CORP (ORCL) - 0.86% |
| #22 | ECOLAB INC (ECL) - 2.15% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.85% |
| #23 | MICRON TECHNOLOGY INC (MU) - 2.11% | STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 0.77% |
| #24 | CANADIAN PACIFIC KANSAS CITY LTD (CP) - 2.09% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 0.77% |
| #25 | HCA HEALTHCARE INC (HCA) - 1.98% | UNITEDHEALTH GROUP INC (UNH) - 0.75% |
| Total Holdings | 41 | 60 |
JPEF vs TCHP - Historical Returns
Returns include dividend reinvestment.
1M
JPEF
+3.13%
Winner
TCHP
+4.27%
3M
Winner
JPEF
+4.50%
TCHP
+0.37%
6M
Winner
JPEF
+9.63%
TCHP
+8.46%
1Y
Winner
JPEF
+17.63%
TCHP
+10.18%
5Y(CAGR)
JPEF
N/A
TCHP
+9.35%
Max(CAGR)
Winner
JPEF
+18.88%
TCHP
+12.65%
JPEF vs TCHP - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JPEF | TCHP |
|---|---|---|
| 2026 | +11.21% | +3.95% |
| 2025 | +11.96% | +18.69% |
| 2024 | +28.45% | +38.25% |
| 2023 | +5.72% | +51.12% |
| 2022 | N/A | -38.19% |
| 2021 | N/A | +20.12% |
| 2020 | N/A | +11.37% |
JPEF vs TCHP Drawdown Comparison
The maximum drawdown for JPEF was -18.09%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The maximum drawdown for TCHP was -42.34%, occurring on Nov 9, 2022. Recovery took 571 trading sessions.
The current TCHP drawdown is -2.79%.
| Rank | JPEF | TCHP |
|---|---|---|
| #1 | -18.09% Jan 23, 2025 - Jun 30, 2025 | -42.34% Nov 19, 2021 - Mar 1, 2024 |
| #2 | -9.38% Jul 31, 2023 - Nov 20, 2023 | -22.92% Jan 23, 2025 - Jun 25, 2025 |
| #3 | -8.37% Jul 16, 2024 - Aug 30, 2024 | -17.50% Oct 29, 2025 - May 8, 2026 |
| #4 | -8.25% Feb 25, 2026 - Apr 15, 2026 | -13.08% Jul 10, 2024 - Oct 14, 2024 |
| #5 | -5.29% Mar 21, 2024 - May 15, 2024 | -11.98% Sep 2, 2020 - Dec 17, 2020 |
| #6 | -4.88% Oct 28, 2025 - Dec 26, 2025 | -11.41% Jun 1, 2026 - Jul 29, 2026 |
| #7 | -4.60% May 14, 2026 - Jul 15, 2026 | -8.83% Feb 12, 2021 - Apr 9, 2021 |
| #8 | -4.44% Aug 30, 2024 - Sep 19, 2024 | -8.04% Sep 7, 2021 - Nov 4, 2021 |
| #9 | -4.22% Jul 15, 2026 - Aug 3, 2026 | -7.48% Apr 29, 2021 - Jun 14, 2021 |
| #10 | -4.15% Dec 16, 2024 - Jan 22, 2025 | -6.54% Mar 22, 2024 - May 14, 2024 |
| #11 | -3.31% Oct 18, 2024 - Nov 6, 2024 | -5.48% Dec 11, 2024 - Jan 22, 2025 |
| #12 | -2.80% Oct 8, 2025 - Oct 20, 2025 | -4.34% Jan 21, 2021 - Feb 3, 2021 |
| #13 | -2.72% Dec 26, 2025 - Jan 27, 2026 | -3.53% Oct 9, 2025 - Oct 24, 2025 |
| #14 | -2.12% Jul 28, 2025 - Aug 12, 2025 | -3.30% Aug 6, 2020 - Aug 18, 2020 |
| #15 | -2.01% Jan 29, 2024 - Feb 2, 2024 | -3.24% Jul 23, 2021 - Aug 27, 2021 |
Correlation
Correlation between JPEF and TCHP is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2021 - 2025)
JPEF vs TCHP dividend yield comparison.
| Year | JPEF | TCHP |
|---|---|---|
| 2025 | 0.70% | 0.00% |
| 2024 | 0.71% | 0.00% |
| 2023 | 0.39% | 0.00% |
| 2021 | 0.00% | 0.02% |
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