JPSE vs QVAL
Comparison between JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF (JPSE, ETF) and ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF (QVAL, ETF).
5-Year PerformanceQVAL has outperformed JPSE, delivering a return of +13.4% compared to +7.9%
JPSE vs QVAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JPSE
$591M
QVAL
$588M
Expense Ratio
JPSE
0.29%
Winner
QVAL
0.28%
Max Drawdown
Winner
JPSE
43.24%
QVAL
53.34%
Sharpe Ratio
JPSE
1.23
Winner
QVAL
2.17
5Y Beta
JPSE
0.89
Winner
QVAL
0.79
P/E Ratio
JPSE
31.77
Winner
QVAL
12.73
Forward P/E
JPSE
14.89
Winner
QVAL
12.08
PEG Ratio
JPSE
N/A
QVAL
0.08
5Y Dividends CAGR
JPSE
12.37%
Winner
QVAL
12.54%
5Y EPS CAGR
JPSE
18.40%
Winner
QVAL
24.59%
Debt to Equity
JPSE
58.29%
Winner
QVAL
-220.22%
P/S Ratio
Winner
JPSE
0.99
QVAL
1.11
P/B Ratio
Winner
JPSE
1.81
QVAL
2.44
JPSE vs QVAL - Holdings Comparison
JPSE and QVAL have 2 common holdings. Overlap is 0.25%
JPSE's top 25 holdings weight is 9.80%. QVAL's top 25 holdings weight is 51.97%.
| Rank | JPSE | QVAL |
|---|---|---|
| #1 | CNX RESOURCES CORP (CNX) - 0.50% | TENET HEALTHCARE CORP (THC) - 2.24% |
| #2 | n/a (BIPC) - 0.50% | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) - 2.19% |
| #3 | BENCHMARK ELECTRONICS INC (BHE) - 0.50% | CF INDUSTRIES HOLDINGS INC (CF) - 2.16% |
| #4 | GRIFFON CORP (GFF) - 0.50% | HF SINCLAIR CORP (DINO) - 2.16% |
| #5 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.50% | ADT INC (ADT) - 2.16% |
| #6 | n/a (TXG) - 0.44% | LEIDOS HOLDINGS INC (LDOS) - 2.13% |
| #7 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.43% | REGENERON PHARMACEUTICALS INC (REGN) - 2.13% |
| #8 | COMPASS INC CLASS A (COMP) - 0.41% | ELEVANCE HEALTH INC (ELV) - 2.13% |
| #9 | ENOVA INTERNATIONAL INC (ENVA) - 0.41% | EXELIXIS INC (EXEL) - 2.09% |
| #10 | UTZ BRANDS INC CLASS A (UTZ) - 0.39% | MARATHON PETROLEUM CORP (MPC) - 2.08% |
| #11 | SSR MINING INC (SSRM) - 0.38% | UNITED THERAPEUTICS CORP (UTHR) - 2.07% |
| #12 | PAR PACIFIC HOLDINGS INC (PARR) - 0.37% | BRINKER INTERNATIONAL INC (EAT) - 2.06% |
| #13 | INTERNATIONAL SEAWAYS INC (INSW) - 0.37% | APA CORP (APA) - 2.06% |
| #14 | THE CHEFS' WAREHOUSE INC (CHEF) - 0.36% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.05% |
| #15 | INTERFACE INC (TILE) - 0.36% | CONOCOPHILLIPS (COP) - 2.05% |
| #16 | IMPINJ INC (PI) - 0.35% | VALERO ENERGY CORP (VLO) - 2.05% |
| #17 | LIGAND PHARMACEUTICALS INC (LGND) - 0.35% | SNAP-ON INC (SNA) - 2.04% |
| #18 | LXP INDUSTRIAL TRUST (LXP) - 0.35% | CROWN HOLDINGS INC (CCK) - 2.03% |
| #19 | ARCOSA INC (ACA) - 0.34% | DECKERS OUTDOOR CORP (DECK) - 2.03% |
| #20 | VIASAT INC (VSAT) - 0.34% | RANGE RESOURCES CORP (RRC) - 2.02% |
| #21 | WARRIOR MET COAL INC (HCC) - 0.33% | COMCAST CORP CLASS A (CMCSA) - 2.01% |
| #22 | MATSON INC (MATX) - 0.33% | CLOROX CO (CLX) - 2.01% |
| #23 | DIGI INTERNATIONAL INC (DGII) - 0.33% | BEST BUY CO INC (BBY) - 2.01% |
| #24 | SENSIENT TECHNOLOGIES CORP (SXT) - 0.33% | HP INC (HPQ) - 2.01% |
| #25 | TEEKAY TANKERS LTD CLASS A (TNK) - 0.33% | ANGLOGOLD ASHANTI PLC (AU) - 2.00% |
| Total Holdings | 517 | 53 |
JPSE vs QVAL - Historical Returns
Returns include dividend reinvestment.
1M
JPSE
+0.72%
Winner
QVAL
+6.60%
3M
JPSE
+2.80%
Winner
QVAL
+11.60%
6M
JPSE
+10.40%
Winner
QVAL
+16.78%
1Y
JPSE
+22.76%
Winner
QVAL
+37.99%
5Y(CAGR)
JPSE
+7.93%
Winner
QVAL
+13.41%
10Y(CAGR)
JPSE
+10.77%
Winner
QVAL
+12.11%
Max(CAGR)
JPSE
+10.77%
Winner
QVAL
+11.98%
JPSE vs QVAL - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | JPSE | QVAL |
|---|---|---|
| 2026 | +19.46% | +26.99% |
| 2025 | +8.90% | +11.27% |
| 2024 | +8.30% | +12.04% |
| 2023 | +16.10% | +31.82% |
| 2022 | -15.23% | -11.30% |
| 2021 | +29.80% | +34.69% |
| 2020 | +12.62% | -6.12% |
| 2019 | +22.59% | +22.17% |
| 2018 | -8.79% | -18.51% |
| 2017 | +14.33% | +24.51% |
| 2016 | +3.67% | +13.13% |
JPSE vs QVAL Drawdown Comparison
The maximum drawdown for JPSE was -43.02%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for QVAL was -51.47%, occurring on Mar 23, 2020. Recovery took 786 trading sessions.
The current JPSE drawdown is -2.11%. The current QVAL drawdown is -0.69%.
| Rank | JPSE | QVAL |
|---|---|---|
| #1 | -43.02% Jan 16, 2020 - Nov 16, 2020 | -51.47% Jan 26, 2018 - Mar 12, 2021 |
| #2 | -25.57% Nov 8, 2021 - Jul 15, 2024 | -27.14% Nov 16, 2021 - Sep 1, 2023 |
| #3 | -25.49% Nov 25, 2024 - Dec 10, 2025 | -21.41% Dec 2, 2024 - Oct 1, 2025 |
| #4 | -23.26% Sep 14, 2018 - Dec 26, 2019 | -13.23% Mar 21, 2016 - Aug 15, 2016 |
| #5 | -9.04% Jul 31, 2024 - Sep 19, 2024 | -12.04% Jan 4, 2016 - Mar 2, 2016 |
| #6 | -8.40% Mar 15, 2021 - Jun 1, 2021 | -8.14% Sep 14, 2023 - Dec 1, 2023 |
| #7 | -8.33% Jun 8, 2021 - Oct 20, 2021 | -7.57% May 7, 2021 - Aug 11, 2021 |
| #8 | -8.19% Jan 23, 2018 - May 17, 2018 | -7.52% Jul 31, 2024 - Sep 19, 2024 |
| #9 | -8.00% Feb 26, 2026 - Apr 13, 2026 | -7.21% Aug 23, 2016 - Nov 11, 2016 |
| #10 | -5.09% Feb 24, 2021 - Mar 10, 2021 | -6.04% Feb 11, 2026 - Apr 9, 2026 |
| #11 | -4.66% Jul 25, 2017 - Sep 21, 2017 | -5.99% Sep 2, 2021 - Oct 22, 2021 |
| #12 | -4.56% Nov 11, 2024 - Nov 25, 2024 | -5.73% May 31, 2024 - Jul 16, 2024 |
| #13 | -4.38% Jan 22, 2021 - Feb 4, 2021 | -5.50% Mar 28, 2024 - May 31, 2024 |
| #14 | -4.36% Oct 16, 2024 - Nov 6, 2024 | -5.06% Oct 3, 2025 - Nov 12, 2025 |
| #15 | -4.17% Apr 26, 2017 - Jun 9, 2017 | -5.00% Apr 27, 2017 - Aug 7, 2017 |
Correlation
Correlation between JPSE and QVAL is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2016 - 2026)
JPSE vs QVAL dividend yield comparison.
| Year | JPSE | QVAL |
|---|---|---|
| 2026 | 0.42% | 0.64% |
| 2025 | 1.62% | 1.44% |
| 2024 | 1.66% | 1.72% |
| 2023 | 1.76% | 1.76% |
| 2022 | 1.55% | 2.00% |
| 2021 | 1.24% | 1.23% |
| 2020 | 1.32% | 1.86% |
| 2019 | 1.23% | 1.99% |
| 2018 | 1.18% | 1.64% |
| 2017 | 0.74% | 1.08% |
| 2016 | 0.14% | 1.30% |
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