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JPSE vs HQL

Comparison between JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF (JPSE, ETF) and abrdn Life Sciences Investors (HQL, ETF).

5-Year PerformanceHQL has outperformed JPSE, delivering a return of +8.0% compared to +6.9%

JPSE vs HQL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JPSE
$587M
Winner
HQL
$588M
Expense Ratio
JPSE
0.29%
HQL
N/A
Max Drawdown
Winner
JPSE
43.24%
HQL
84.10%
Sharpe Ratio
JPSE
1.54
Winner
HQL
1.94
5Y Beta
JPSE
0.91
Winner
HQL
0.71
P/E Ratio
JPSE
28.52
HQL
N/A
Forward P/E
JPSE
13.89
HQL
N/A
5Y Dividends CAGR
Winner
JPSE
10.43%
HQL
9.07%
5Y EPS CAGR
JPSE
12.42%
HQL
N/A
Debt to Equity
JPSE
118.48%
HQL
N/A
P/S Ratio
JPSE
1.10
HQL
N/A
P/B Ratio
JPSE
1.73
HQL
N/A

JPSE vs HQL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JPSE
-1.43%
HQL
-2.40%
3M
JPSE
+6.76%
Winner
HQL
+9.81%
6M
Winner
JPSE
+13.80%
HQL
+5.58%
1Y
JPSE
+30.99%
Winner
HQL
+52.87%
5Y(CAGR)
JPSE
+6.88%
Winner
HQL
+8.00%
10Y(CAGR)
Winner
JPSE
+10.46%
HQL
+8.83%
Max(CAGR)
JPSE
+10.46%
Winner
HQL
+10.81%

JPSE vs HQL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJPSEHQL
2026+13.69%+7.65%
2025+8.90%+44.05%
2024+8.30%+8.82%
2023+16.10%+3.56%
2022-15.23%-19.50%
2021+29.80%+7.51%
2020+12.62%+24.15%
2019+22.59%+22.34%
2018-8.79%-16.96%
2017+14.33%+23.41%
2016+3.67%-17.36%
2015N/A+5.15%
2014N/A+32.12%
2013N/A+45.86%
2012N/A+35.62%
2011N/A+19.57%
2010N/A+19.26%
2009N/A+8.27%
2008N/A-27.57%
2007N/A+7.75%
2006N/A-6.90%
2005N/A+11.70%
2004N/A+8.55%
2003N/A+38.11%
2002N/A-35.94%
2001N/A+17.75%
2000N/A+21.69%
1999N/A+36.71%

JPSE vs HQL Drawdown Comparison

The maximum drawdown for JPSE was -43.02%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.

The maximum drawdown for HQL was -62.49%, occurring on Oct 9, 2002. Recovery took 2992 trading sessions.

The current JPSE drawdown is -2.19%. The current HQL drawdown is -5.26%.

RankJPSEHQL
#1-43.02%
Jan 16, 2020 - Nov 16, 2020
-62.49%
Feb 18, 2000 - Jan 11, 2012
#2-25.57%
Nov 8, 2021 - Jul 15, 2024
-45.19%
Jul 23, 2015 - Nov 27, 2020
#3-25.49%
Nov 25, 2024 - Dec 10, 2025
-38.82%
Sep 7, 2021 - Sep 26, 2025
#4-23.26%
Sep 14, 2018 - Dec 26, 2019
-18.54%
Feb 27, 2014 - Oct 28, 2014
#5-9.04%
Jul 31, 2024 - Sep 19, 2024
-16.72%
May 15, 2013 - Jul 26, 2013
#6-8.40%
Mar 15, 2021 - Jun 1, 2021
-13.80%
Oct 8, 2012 - Dec 11, 2012
#7-8.33%
Jun 8, 2021 - Oct 20, 2021
-11.50%
Feb 19, 2021 - Jun 29, 2021
#8-8.19%
Jan 23, 2018 - May 17, 2018
-10.25%
Oct 31, 2025 - Nov 24, 2025
#9-8.00%
Feb 26, 2026 - Apr 13, 2026
-10.01%
Aug 2, 2013 - Sep 11, 2013
#10-5.09%
Feb 24, 2021 - Mar 10, 2021
-9.85%
Jan 27, 2000 - Feb 7, 2000
#11-4.66%
Jul 25, 2017 - Sep 21, 2017
-9.07%
Mar 20, 2015 - Jun 22, 2015
#12-4.56%
Nov 11, 2024 - Nov 25, 2024
-8.92%
Nov 8, 1999 - Dec 21, 1999
#13-4.38%
Jan 22, 2021 - Feb 4, 2021
-8.61%
Dec 18, 2014 - Jan 13, 2015
#14-4.36%
Oct 16, 2024 - Nov 6, 2024
-8.18%
Sep 11, 2013 - Nov 25, 2013
#15-4.17%
Apr 26, 2017 - Jun 9, 2017
-8.13%
Dec 12, 2014 - Dec 18, 2014

Correlation

Correlation between JPSE and HQL is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2000 - 2026)

JPSE vs HQL dividend yield comparison.

YearJPSEHQL
20260.15%6.62%
20251.62%10.85%
20241.66%14.18%
20231.76%9.44%
20221.55%9.57%
20211.24%8.79%
20201.32%7.90%
20191.23%8.03%
20181.18%10.72%
20170.74%8.25%
20160.14%12.18%
20150.00%11.84%
20140.00%7.11%
20130.00%6.80%
20120.00%8.00%
20110.00%12.38%
20100.00%4.83%
20090.00%4.45%
20080.00%12.73%
20070.00%8.83%
20060.00%9.22%
20050.00%13.15%
20040.00%8.57%
20030.00%7.99%
20020.00%18.33%
20010.00%14.60%
20000.00%14.25%

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