JPME vs AMZA
Comparison between JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF (JPME, ETF) and INFRACAP MLP ETF (AMZA, ETF).
5-Year PerformanceAMZA has outperformed JPME, delivering a return of +18.3% compared to +9.1%
JPME vs AMZA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPME
$445M
Winner
AMZA
$445M
Expense Ratio
Winner
JPME
0.24%
AMZA
1.72%
Max Drawdown
Winner
JPME
41.01%
AMZA
96.70%
Sharpe Ratio
Winner
JPME
1.37
AMZA
0.66
5Y Beta
JPME
0.73
Winner
AMZA
0.53
P/E Ratio
JPME
22.51
Winner
AMZA
15.47
Forward P/E
JPME
15.55
Winner
AMZA
13.36
5Y Dividends CAGR
Winner
JPME
13.97%
AMZA
6.24%
5Y EPS CAGR
Winner
JPME
12.52%
AMZA
9.93%
Debt to Equity
JPME
49.42%
AMZA
N/A
P/S Ratio
JPME
1.41
Winner
AMZA
0.81
P/B Ratio
Winner
JPME
2.48
AMZA
2.68
JPME vs AMZA - Holdings Comparison
JPME and AMZA have 6 common holdings. Overlap is -14.26%
JPME's top 25 holdings weight is 13.41%. AMZA's top 25 holdings weight is 115.53%.
| Rank | JPME | AMZA |
|---|---|---|
| #1 | WESTERN DIGITAL CORP (WDC) - 0.76% | ENERGY TRANSFER LP (ET) - 16.25% |
| #2 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.65% | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 15.16% |
| #3 | DEVON ENERGY CORP (DVN) - 0.64% | SUNOCO LP (SUN) - 14.32% |
| #4 | TD SYNNEX CORP (SNX) - 0.61% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 12.31% |
| #5 | LUMENTUM HOLDINGS INC (LITE) - 0.58% | MPLX LP PARTNERSHIP UNITS (MPLX) - 11.81% |
| #6 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.58% | WESTERN MIDSTREAM PARTNERS LP (WES) - 11.68% |
| #7 | STEEL DYNAMICS INC (STLD) - 0.56% | HESS MIDSTREAM LP CLASS A (HESM) - 4.89% |
| #8 | CIENA CORP (CIEN) - 0.56% | CHENIERE ENERGY INC (LNG) - 3.97% |
| #9 | JABIL INC (JBL) - 0.56% | WILLIAMS COMPANIES INC (WMB) - 3.76% |
| #10 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.55% | KINDER MORGAN INC CLASS P (KMI) - 3.39% |
| #11 | FLEX LTD (FLEX) - 0.54% | TARGA RESOURCES CORP (TRGP) - 3.03% |
| #12 | CORNING INC (GLW) - 0.52% | CHENIERE ENERGY PARTNERS LP (CQP) - 2.88% |
| #13 | CASEY'S GENERAL STORES INC (CASY) - 0.52% | GENESIS ENERGY LP (GEL) - 2.02% |
| #14 | THE TIMKEN CO (TKR) - 0.51% | USA COMPRESSION PARTNERS LP (USAC) - 1.91% |
| #15 | CARPENTER TECHNOLOGY CORP (CRS) - 0.51% | DELEK LOGISTICS PARTNERS LP (DKL) - 1.47% |
| #16 | ELEMENT SOLUTIONS INC (ESI) - 0.49% | ONEOK INC (OKE) - 1.44% |
| #17 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.49% | TC ENERGY CORP (TRP) - 1.32% |
| #18 | NUCOR CORP (NUE) - 0.49% | GLOBAL PARTNERS LP (GLP) - 1.12% |
| #19 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.48% | n/a (ET-PRI) - 0.60% |
| #20 | TERADYNE INC (TER) - 0.48% | MARATHON PETROLEUM CORP (MPC) - 0.49% |
| #21 | DAVITA INC (DVA) - 0.48% | PHILLIPS 66 (PSX) - 0.40% |
| #22 | HOST HOTELS & RESORTS INC (HST) - 0.47% | HF SINCLAIR CORP (DINO) - 0.36% |
| #23 | QUANTA SERVICES INC (PWR) - 0.46% | GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 0.35% |
| #24 | ROYALTY PHARMA PLC CLASS A (RPRX) - 0.46% | RBC US GOVTT 1 1465 (n/a) - 0.35% |
| #25 | ARCHER-DANIELS-MIDLAND CO (ADM) - 0.46% | VALERO ENERGY CORP (VLO) - 0.25% |
| Total Holdings | 356 | 78 |
JPME vs AMZA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPME
+2.80%
AMZA
-6.43%
3M
Winner
JPME
+6.81%
AMZA
+0.74%
6M
JPME
+13.10%
Winner
AMZA
+19.40%
1Y
Winner
JPME
+22.54%
AMZA
+15.83%
5Y(CAGR)
JPME
+9.05%
Winner
AMZA
+18.27%
10Y(CAGR)
Winner
JPME
+11.08%
AMZA
+4.79%
Max(CAGR)
Winner
JPME
+11.23%
AMZA
-1.10%
JPME vs AMZA - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | JPME | AMZA |
|---|---|---|
| 2026 | +12.01% | +17.41% |
| 2025 | +8.39% | -1.56% |
| 2024 | +13.32% | +29.86% |
| 2023 | +11.82% | +26.38% |
| 2022 | -9.80% | +28.16% |
| 2021 | +30.73% | +51.77% |
| 2020 | +8.62% | -50.77% |
| 2019 | +25.84% | +2.92% |
| 2018 | -9.19% | -28.51% |
| 2017 | +18.60% | -7.46% |
| 2016 | +10.30% | +21.94% |
| 2015 | N/A | -47.07% |
| 2014 | N/A | -8.67% |
JPME vs AMZA Drawdown Comparison
The maximum drawdown for JPME was -41.01%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.
The maximum drawdown for AMZA was -91.42%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current JPME drawdown is -1.93%. The current AMZA drawdown is -12.18%.
| Rank | JPME | AMZA |
|---|---|---|
| #1 | -41.01% Jan 17, 2020 - Nov 16, 2020 | -91.42% Oct 2, 2014 - Mar 18, 2020 |
| #2 | -19.91% Aug 29, 2018 - Jul 3, 2019 | N/A |
| #3 | -19.30% Jan 4, 2022 - Dec 26, 2023 | N/A |
| #4 | -18.70% Nov 29, 2024 - Sep 11, 2025 | N/A |
| #5 | -7.57% Jan 26, 2018 - Jul 19, 2018 | N/A |
| #6 | -6.84% Mar 2, 2026 - Apr 17, 2026 | N/A |
| #7 | -6.58% Nov 16, 2021 - Dec 27, 2021 | N/A |
| #8 | -6.56% Jul 26, 2019 - Nov 1, 2019 | N/A |
| #9 | -6.51% Mar 28, 2024 - Jul 16, 2024 | N/A |
| #10 | -5.27% Jun 8, 2016 - Jul 12, 2016 | N/A |
| #11 | -5.26% Aug 23, 2016 - Nov 21, 2016 | N/A |
| #12 | -5.09% Jul 31, 2024 - Aug 19, 2024 | N/A |
| #13 | -4.85% Sep 2, 2021 - Oct 20, 2021 | N/A |
| #14 | -4.58% Jan 20, 2021 - Feb 8, 2021 | N/A |
| #15 | -4.42% Sep 11, 2025 - Nov 26, 2025 | N/A |
Correlation
Correlation between JPME and AMZA is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.51
-101
Dividend Comparison (2015 - 2026)
JPME vs AMZA dividend yield comparison.
| Year | JPME | AMZA |
|---|---|---|
| 2026 | 0.32% | 3.74% |
| 2025 | 2.03% | 8.81% |
| 2024 | 1.77% | 7.29% |
| 2023 | 1.84% | 9.40% |
| 2022 | 1.84% | 7.65% |
| 2021 | 1.44% | 10.24% |
| 2020 | 1.51% | 22.13% |
| 2019 | 1.68% | 19.47% |
| 2018 | 1.80% | 34.46% |
| 2017 | 1.17% | 24.16% |
| 2016 | 0.91% | 18.36% |
| 2015 | 0.00% | 18.21% |
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