JPEF vs VIOV
Comparison between JPMORGAN EQUITY FOCUS ETF (JPEF, ETF) and VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND ETF SHARES (VIOV, ETF).
JPEF vs VIOV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPEF
$1.70B
VIOV
$1.70B
Expense Ratio
JPEF
0.44%
Winner
VIOV
0.10%
Max Drawdown
Winner
JPEF
18.10%
VIOV
48.88%
Sharpe Ratio
JPEF
1.62
Winner
VIOV
1.77
5Y Beta
Winner
JPEF
0.94
VIOV
0.99
P/E Ratio
Winner
JPEF
28.22
VIOV
82.03
Forward P/E
JPEF
21.93
Winner
VIOV
12.89
PEG Ratio
JPEF
0.32
VIOV
N/A
5Y Dividends CAGR
JPEF
N/A
VIOV
19.62%
5Y EPS CAGR
Winner
JPEF
28.77%
VIOV
5.91%
Debt to Equity
Winner
JPEF
-44.78%
VIOV
53.72%
P/S Ratio
JPEF
4.77
Winner
VIOV
0.85
P/B Ratio
JPEF
4.63
Winner
VIOV
1.50
JPEF vs VIOV - Holdings Comparison
JPEF and VIOV have 1 common holdings. Overlap is 0.00%
JPEF's top 25 holdings weight is 81.51%. VIOV's top 25 holdings weight is 17.79%.
| Rank | JPEF | VIOV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.36% | EASTMAN CHEMICAL CO (EMN) - 1.12% |
| #2 | ALPHABET INC CLASS C (GOOG) - 6.10% | LKQ CORP (LKQ) - 0.97% |
| #3 | AMAZON.COM INC (AMZN) - 4.73% | JACKSON FINANCIAL INC (JXN) - 0.96% |
| #4 | APPLE INC (AAPL) - 4.38% | CELANESE CORP CLASS A (CE) - 0.93% |
| #5 | MICROSOFT CORP (MSFT) - 3.94% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.93% |
| #6 | BROADCOM INC (AVGO) - 3.90% | SM ENERGY CO (SM) - 0.91% |
| #7 | ANALOG DEVICES INC (ADI) - 3.58% | MOLINA HEALTHCARE INC (MOH) - 0.88% |
| #8 | LOEWS CORP (L) - 3.33% | LINCOLN NATIONAL CORP (LNC) - 0.77% |
| #9 | MORGAN STANLEY (MS) - 3.18% | CARMAX INC (KMX) - 0.76% |
| #10 | META PLATFORMS INC CLASS A (META) - 3.16% | PAYCOM SOFTWARE INC (PAYC) - 0.76% |
| #11 | JOHNSON & JOHNSON (JNJ) - 2.93% | LAMB WESTON HOLDINGS INC (LW) - 0.75% |
| #12 | NEXTERA ENERGY INC (NEE) - 2.88% | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.73% |
| #13 | UNITED RENTALS INC (URI) - 2.72% | n/a (CRC) - 0.70% |
| #14 | CAPITAL ONE FINANCIAL CORP (COF) - 2.63% | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.69% |
| #15 | KINDER MORGAN INC CLASS P (KMI) - 2.57% | CAESARS ENTERTAINMENT INC (CZR) - 0.69% |
| #16 | M&T BANK CORP (MTB) - 2.53% | n/a (CNR) - 0.69% |
| #17 | EXXON MOBIL CORP (XOM) - 2.49% | TELEFLEX INC (TFX) - 0.68% |
| #18 | ECOLAB INC (ECL) - 2.29% | RITHM CAPITAL CORP (RITM) - 0.68% |
| #19 | GILEAD SCIENCES INC (GILD) - 2.28% | MOHAWK INDUSTRIES INC (MHK) - 0.66% |
| #20 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.27% | MATSON INC (MATX) - 0.66% |
| #21 | MCDONALD'S CORP (MCD) - 2.21% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.38% |
| #22 | HCA HEALTHCARE INC (HCA) - 2.19% | LCI INDUSTRIES INC (LCII) - 0.38% |
| #23 | PROCTER & GAMBLE CO (PG) - 2.02% | CUSHMAN & WAKEFIELD LTD (CWK) - 0.37% |
| #24 | CANADIAN PACIFIC KANSAS CITY LTD (CP) - 2.00% | FIRST FINANCIAL BANCORP (FFBC) - 0.37% |
| #25 | LOWE'S COMPANIES INC (LOW) - 1.84% | POWER INTEGRATIONS INC (POWI) - 0.37% |
| Total Holdings | 43 | 421 |
JPEF vs VIOV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPEF
+7.46%
VIOV
+6.09%
3M
Winner
JPEF
+4.93%
VIOV
+3.11%
6M
JPEF
+8.53%
Winner
VIOV
+18.37%
1Y
JPEF
+24.28%
Winner
VIOV
+39.49%
5Y(CAGR)
JPEF
N/A
VIOV
+5.93%
10Y(CAGR)
JPEF
N/A
VIOV
+10.43%
Max(CAGR)
Winner
JPEF
+19.08%
VIOV
+11.77%
JPEF vs VIOV - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | JPEF | VIOV |
|---|---|---|
| 2026 | +7.01% | +13.61% |
| 2025 | +11.96% | +7.23% |
| 2024 | +28.45% | +7.72% |
| 2023 | +5.72% | +15.11% |
| 2022 | N/A | -12.67% |
| 2021 | N/A | +32.30% |
| 2020 | N/A | +2.90% |
| 2019 | N/A | +23.35% |
| 2018 | N/A | -13.65% |
| 2017 | N/A | +10.58% |
| 2016 | N/A | +33.52% |
| 2015 | N/A | -5.30% |
| 2014 | N/A | +8.67% |
| 2013 | N/A | +36.44% |
| 2012 | N/A | +15.46% |
| 2011 | N/A | -3.29% |
| 2010 | N/A | +24.60% |
JPEF vs VIOV Drawdown Comparison
The maximum drawdown for JPEF was -18.09%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The maximum drawdown for VIOV was -47.36%, occurring on Mar 23, 2020. Recovery took 597 trading sessions.
The current VIOV drawdown is -0.25%.
| Rank | JPEF | VIOV |
|---|---|---|
| #1 | -18.09% Jan 23, 2025 - Jun 30, 2025 | -47.36% Aug 22, 2018 - Jan 6, 2021 |
| #2 | -9.38% Jul 31, 2023 - Nov 20, 2023 | -28.44% Nov 25, 2024 - Dec 10, 2025 |
| #3 | -8.37% Jul 16, 2024 - Aug 30, 2024 | -25.80% Jul 7, 2011 - Feb 1, 2012 |
| #4 | -8.25% Feb 25, 2026 - Apr 15, 2026 | -24.20% Nov 5, 2021 - Jul 16, 2024 |
| #5 | -5.29% Mar 21, 2024 - May 15, 2024 | -20.52% Jun 23, 2015 - Jul 11, 2016 |
| #6 | -4.88% Oct 28, 2025 - Dec 26, 2025 | -13.85% Mar 27, 2012 - Sep 7, 2012 |
| #7 | -4.44% Aug 30, 2024 - Sep 19, 2024 | -12.69% Jun 8, 2021 - Nov 5, 2021 |
| #8 | -4.15% Dec 16, 2024 - Jan 22, 2025 | -11.15% Jul 3, 2014 - Dec 22, 2014 |
| #9 | -3.31% Oct 18, 2024 - Nov 6, 2024 | -10.18% Mar 12, 2021 - Jun 1, 2021 |
| #10 | -2.80% Oct 8, 2025 - Oct 20, 2025 | -9.67% Apr 7, 2011 - Jul 7, 2011 |
| #11 | -2.72% Dec 26, 2025 - Jan 27, 2026 | -9.57% Sep 14, 2012 - Jan 2, 2013 |
| #12 | -2.12% Jul 28, 2025 - Aug 12, 2025 | -9.33% Feb 6, 2026 - Apr 17, 2026 |
| #13 | -2.01% Jan 29, 2024 - Feb 2, 2024 | -9.10% Jul 31, 2024 - Sep 19, 2024 |
| #14 | -1.94% Dec 28, 2023 - Jan 10, 2024 | -8.69% Jan 22, 2018 - May 11, 2018 |
| #15 | -1.94% Jan 28, 2026 - Feb 9, 2026 | -7.15% Jul 25, 2017 - Sep 22, 2017 |
Correlation
Correlation between JPEF and VIOV is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2010 - 2026)
JPEF vs VIOV dividend yield comparison.
| Year | JPEF | VIOV |
|---|---|---|
| 2026 | 0.00% | 0.37% |
| 2025 | 0.70% | 1.69% |
| 2024 | 0.71% | 1.78% |
| 2023 | 0.39% | 2.18% |
| 2022 | 0.00% | 1.81% |
| 2021 | 0.00% | 1.59% |
| 2020 | 0.00% | 1.42% |
| 2019 | 0.00% | 1.60% |
| 2018 | 0.00% | 1.76% |
| 2017 | 0.00% | 1.43% |
| 2016 | 0.00% | 1.17% |
| 2015 | 0.00% | 1.32% |
| 2014 | 0.00% | 1.27% |
| 2013 | 0.00% | 0.91% |
| 2012 | 0.00% | 1.31% |
| 2011 | 0.00% | 1.09% |
| 2010 | 0.00% | 1.20% |
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