JPEF vs TY
Comparison between JPMORGAN EQUITY FOCUS ETF (JPEF, ETF) and Tri-Continental Corp (TY, ETF).
JPEF vs TY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPEF
$2B
Winner
TY
$2.10B
Expense Ratio
JPEF
0.44%
TY
N/A
Max Drawdown
Winner
JPEF
18.10%
TY
78.22%
Sharpe Ratio
JPEF
1.23
Winner
TY
2.04
5Y Beta
JPEF
0.94
Winner
TY
0.71
P/E Ratio
JPEF
28.03
TY
N/A
Forward P/E
JPEF
22.05
TY
N/A
PEG Ratio
JPEF
0.59
TY
N/A
5Y Dividends CAGR
JPEF
N/A
TY
15.01%
5Y EPS CAGR
JPEF
29.00%
TY
N/A
Debt to Equity
JPEF
-64.16%
TY
N/A
JPEF vs TY - Historical Returns
Returns include dividend reinvestment.
1M
JPEF
+0.25%
Winner
TY
+3.10%
3M
JPEF
+10.49%
Winner
TY
+11.76%
6M
JPEF
+8.27%
Winner
TY
+11.70%
1Y
JPEF
+19.42%
Winner
TY
+26.42%
5Y(CAGR)
JPEF
N/A
TY
+11.48%
10Y(CAGR)
JPEF
N/A
TY
+14.50%
Max(CAGR)
Winner
JPEF
+18.47%
TY
+6.14%
JPEF vs TY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JPEF | TY |
|---|---|---|
| 2026 | +7.54% | +9.86% |
| 2025 | +11.96% | +17.62% |
| 2024 | +28.45% | +22.64% |
| 2023 | +5.72% | +17.19% |
| 2022 | N/A | -16.33% |
| 2021 | N/A | +31.10% |
| 2020 | N/A | +12.05% |
| 2019 | N/A | +28.15% |
| 2018 | N/A | -5.84% |
| 2017 | N/A | +27.70% |
| 2016 | N/A | +16.71% |
| 2015 | N/A | -2.05% |
| 2014 | N/A | +11.95% |
| 2013 | N/A | +26.03% |
| 2012 | N/A | +15.67% |
| 2011 | N/A | +4.25% |
| 2010 | N/A | +20.29% |
| 2009 | N/A | +16.94% |
| 2008 | N/A | -44.86% |
| 2007 | N/A | +3.50% |
| 2006 | N/A | +20.29% |
| 2005 | N/A | +4.01% |
| 2004 | N/A | +12.95% |
| 2003 | N/A | +21.39% |
| 2002 | N/A | -28.57% |
| 2001 | N/A | -3.49% |
| 2000 | N/A | -21.17% |
| 1999 | N/A | -8.03% |
JPEF vs TY Drawdown Comparison
The maximum drawdown for JPEF was -18.09%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The maximum drawdown for TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.
The current JPEF drawdown is -1.24%. The current TY drawdown is -1.14%.
| Rank | JPEF | TY |
|---|---|---|
| #1 | -18.09% Jan 23, 2025 - Jun 30, 2025 | -67.68% Dec 7, 1999 - Oct 18, 2013 |
| #2 | -9.38% Jul 31, 2023 - Nov 20, 2023 | -38.60% Feb 12, 2020 - Nov 13, 2020 |
| #3 | -8.37% Jul 16, 2024 - Aug 30, 2024 | -20.75% Dec 27, 2021 - Feb 9, 2024 |
| #4 | -8.25% Feb 25, 2026 - Apr 15, 2026 | -17.72% Apr 24, 2015 - Jul 13, 2016 |
| #5 | -5.29% Mar 21, 2024 - May 15, 2024 | -17.66% Oct 1, 2018 - Apr 3, 2019 |
| #6 | -4.88% Oct 28, 2025 - Dec 26, 2025 | -16.08% Jan 24, 2025 - Jun 27, 2025 |
| #7 | -4.60% May 14, 2026 - Jun 10, 2026 | -8.00% Jan 24, 2018 - Aug 7, 2018 |
| #8 | -4.44% Aug 30, 2024 - Sep 19, 2024 | -7.84% Sep 5, 2014 - Nov 3, 2014 |
| #9 | -4.15% Dec 16, 2024 - Jan 22, 2025 | -6.80% Feb 10, 2026 - Apr 14, 2026 |
| #10 | -3.31% Oct 18, 2024 - Nov 6, 2024 | -6.34% Jul 31, 2024 - Aug 19, 2024 |
| #11 | -2.80% Oct 8, 2025 - Oct 20, 2025 | -6.33% Dec 26, 2013 - Mar 31, 2014 |
| #12 | -2.72% Dec 26, 2025 - Jan 27, 2026 | -6.25% May 3, 2019 - Jun 20, 2019 |
| #13 | -2.12% Jul 28, 2025 - Aug 12, 2025 | -5.93% Jul 29, 2019 - Oct 25, 2019 |
| #14 | -2.01% Jan 29, 2024 - Feb 2, 2024 | -5.06% Mar 28, 2024 - May 20, 2024 |
| #15 | -1.94% Dec 28, 2023 - Jan 10, 2024 | -4.55% Nov 26, 2014 - Dec 23, 2014 |
Correlation
Correlation between JPEF and TY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
JPEF vs TY dividend yield comparison.
| Year | JPEF | TY |
|---|---|---|
| 2026 | 0.00% | 3.21% |
| 2025 | 0.70% | 11.97% |
| 2024 | 0.71% | 10.61% |
| 2023 | 0.39% | 4.36% |
| 2022 | 0.00% | 8.71% |
| 2021 | 0.00% | 14.13% |
| 2020 | 0.00% | 6.25% |
| 2019 | 0.00% | 6.86% |
| 2018 | 0.00% | 8.13% |
| 2017 | 0.00% | 4.69% |
| 2016 | 0.00% | 4.12% |
| 2015 | 0.00% | 4.05% |
| 2014 | 0.00% | 3.51% |
| 2013 | 0.00% | 3.38% |
| 2012 | 0.00% | 3.74% |
| 2011 | 0.00% | 1.93% |
| 2010 | 0.00% | 1.81% |
| 2009 | 0.00% | 3.32% |
| 2008 | 0.00% | 21.44% |
| 2007 | 0.00% | 11.69% |
| 2006 | 0.00% | 1.25% |
| 2005 | 0.00% | 1.29% |
| 2004 | 0.00% | 1.26% |
| 2003 | 0.00% | 1.04% |
| 2002 | 0.00% | 1.96% |
| 2001 | 0.00% | 7.43% |
| 2000 | 0.00% | 1.56% |
| 1999 | 0.00% | 0.43% |
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