JPSE vs ROUS
Comparison between JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF (JPSE, ETF) and HARTFORD MULTIFACTOR US EQUITY ETF (ROUS, ETF).
5-Year PerformanceROUS has outperformed JPSE, delivering a return of +12.4% compared to +6.9%
JPSE vs ROUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JPSE
$587M
ROUS
$587M
Expense Ratio
JPSE
0.29%
Winner
ROUS
0.19%
Max Drawdown
JPSE
43.24%
Winner
ROUS
35.51%
Sharpe Ratio
JPSE
1.54
Winner
ROUS
1.84
5Y Beta
JPSE
0.91
Winner
ROUS
0.78
P/E Ratio
JPSE
28.52
Winner
ROUS
22.10
Forward P/E
Winner
JPSE
13.89
ROUS
17.59
5Y Dividends CAGR
Winner
JPSE
10.43%
ROUS
4.94%
5Y EPS CAGR
JPSE
12.42%
Winner
ROUS
16.86%
Debt to Equity
JPSE
118.48%
Winner
ROUS
74.36%
P/S Ratio
Winner
JPSE
1.10
ROUS
1.95
P/B Ratio
Winner
JPSE
1.73
ROUS
4.07
JPSE vs ROUS - Holdings Comparison
JPSE and ROUS have 17 common holdings. Overlap is 2.10%
JPSE's top 25 holdings weight is 12.21%. ROUS's top 25 holdings weight is 23.44%.
| Rank | JPSE | ROUS |
|---|---|---|
| #1 | TTM TECHNOLOGIES INC (TTMI) - 0.63% | ALPHABET INC CLASS A (GOOGL) - 1.54% |
| #2 | STERLING INFRASTRUCTURE INC (STRL) - 0.56% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.47% |
| #3 | SANMINA CORP (SANM) - 0.55% | CISCO SYSTEMS INC (CSCO) - 1.37% |
| #4 | VIAVI SOLUTIONS INC (VIAV) - 0.54% | WESTERN DIGITAL CORP (WDC) - 1.21% |
| #5 | ONE GAS INC (OGS) - 0.52% | CIENA CORP (CIEN) - 1.19% |
| #6 | ORMAT TECHNOLOGIES INC (ORA) - 0.52% | FORTINET INC (FTNT) - 1.15% |
| #7 | VIASAT INC (VSAT) - 0.52% | LAM RESEARCH CORP (LRCX) - 1.10% |
| #8 | PEDIATRIX MEDICAL GROUP INC (MD) - 0.52% | KLA CORP (KLAC) - 1.09% |
| #9 | SIGNET JEWELERS LTD (SIG) - 0.52% | APPLE INC (AAPL) - 0.99% |
| #10 | SCORPIO TANKERS INC (STNG) - 0.52% | MERCK & CO INC (MRK) - 0.97% |
| #11 | NORTHWEST NATURAL HOLDING CO (NWN) - 0.52% | APPLIED MATERIALS INC (AMAT) - 0.95% |
| #12 | NOVANTA INC (NOVT) - 0.52% | VERIZON COMMUNICATIONS INC (VZ) - 0.94% |
| #13 | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.49% | MICRON TECHNOLOGY INC (MU) - 0.92% |
| #14 | ULTRA CLEAN HOLDINGS INC (UCTT) - 0.48% | QUALCOMM INC (QCOM) - 0.90% |
| #15 | RAMBUS INC (RMBS) - 0.47% | ELECTRONIC ARTS INC (EA) - 0.89% |
| #16 | BENCHMARK ELECTRONICS INC (BHE) - 0.46% | n/a (DELL) - 0.86% |
| #17 | PHOTRONICS INC (PLAB) - 0.46% | CORNING INC (GLW) - 0.85% |
| #18 | ARGAN INC (AGX) - 0.45% | VERISIGN INC (VRSN) - 0.85% |
| #19 | FORMFACTOR INC (FORM) - 0.45% | TERADYNE INC (TER) - 0.82% |
| #20 | HARMONIC INC (HLIT) - 0.43% | n/a (CTSH) - 0.82% |
| #21 | MATERION CORP (MTRN) - 0.43% | ZOOM COMMUNICATIONS INC (ZM) - 0.52% |
| #22 | KAISER ALUMINUM CORP (KALU) - 0.42% | AKAMAI TECHNOLOGIES INC (AKAM) - 0.51% |
| #23 | VISHAY INTERTECHNOLOGY INC (VSH) - 0.41% | FEDEX CORP (FDX) - 0.51% |
| #24 | GLOBALSTAR INC (GSAT) - 0.41% | CBOE GLOBAL MARKETS INC (CBOE) - 0.51% |
| #25 | PLEXUS CORP (PLXS) - 0.41% | EMCOR GROUP INC (EME) - 0.51% |
| Total Holdings | 504 | 282 |
JPSE vs ROUS - Historical Returns
Returns include dividend reinvestment.
1M
JPSE
-1.43%
Winner
ROUS
+3.07%
3M
JPSE
+6.76%
Winner
ROUS
+8.59%
6M
Winner
JPSE
+13.80%
ROUS
+13.68%
1Y
Winner
JPSE
+30.99%
ROUS
+27.67%
5Y(CAGR)
JPSE
+6.88%
Winner
ROUS
+12.39%
10Y(CAGR)
JPSE
+10.46%
Winner
ROUS
+12.76%
Max(CAGR)
JPSE
+10.46%
Winner
ROUS
+10.99%
JPSE vs ROUS - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | JPSE | ROUS |
|---|---|---|
| 2026 | +13.69% | +13.35% |
| 2025 | +8.90% | +15.43% |
| 2024 | +8.30% | +18.00% |
| 2023 | +16.10% | +14.99% |
| 2022 | -15.23% | -9.33% |
| 2021 | +29.80% | +29.26% |
| 2020 | +12.62% | +6.33% |
| 2019 | +22.59% | +23.32% |
| 2018 | -8.79% | -9.89% |
| 2017 | +14.33% | +22.59% |
| 2016 | +3.67% | +13.65% |
| 2015 | N/A | -3.15% |
JPSE vs ROUS Drawdown Comparison
The maximum drawdown for JPSE was -43.02%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for ROUS was -35.51%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.
The current JPSE drawdown is -2.19%. The current ROUS drawdown is -1.98%.
| Rank | JPSE | ROUS |
|---|---|---|
| #1 | -43.02% Jan 16, 2020 - Nov 16, 2020 | -35.51% Feb 14, 2020 - Dec 1, 2020 |
| #2 | -25.57% Nov 8, 2021 - Jul 15, 2024 | -21.19% Aug 29, 2018 - Nov 8, 2019 |
| #3 | -25.49% Nov 25, 2024 - Dec 10, 2025 | -18.91% Dec 29, 2021 - Dec 1, 2023 |
| #4 | -23.26% Sep 14, 2018 - Dec 26, 2019 | -16.52% Mar 24, 2015 - Nov 14, 2016 |
| #5 | -9.04% Jul 31, 2024 - Sep 19, 2024 | -15.81% Nov 26, 2024 - Jun 30, 2025 |
| #6 | -8.40% Mar 15, 2021 - Jun 1, 2021 | -9.82% Jan 29, 2018 - Aug 20, 2018 |
| #7 | -8.33% Jun 8, 2021 - Oct 20, 2021 | -5.97% Feb 27, 2026 - Apr 9, 2026 |
| #8 | -8.19% Jan 23, 2018 - May 17, 2018 | -5.40% Mar 28, 2024 - Jun 18, 2024 |
| #9 | -8.00% Feb 26, 2026 - Apr 13, 2026 | -5.29% Jul 16, 2024 - Aug 19, 2024 |
| #10 | -5.09% Feb 24, 2021 - Mar 10, 2021 | -5.21% Sep 2, 2021 - Oct 21, 2021 |
| #11 | -4.66% Jul 25, 2017 - Sep 21, 2017 | -4.77% Nov 16, 2021 - Dec 15, 2021 |
| #12 | -4.56% Nov 11, 2024 - Nov 25, 2024 | -4.71% Oct 27, 2025 - Nov 28, 2025 |
| #13 | -4.38% Jan 22, 2021 - Feb 4, 2021 | -4.18% Feb 12, 2021 - Mar 11, 2021 |
| #14 | -4.36% Oct 16, 2024 - Nov 6, 2024 | -3.83% Aug 30, 2024 - Sep 19, 2024 |
| #15 | -4.17% Apr 26, 2017 - Jun 9, 2017 | -3.64% May 7, 2021 - Jun 11, 2021 |
Correlation
Correlation between JPSE and ROUS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2015 - 2026)
JPSE vs ROUS dividend yield comparison.
| Year | JPSE | ROUS |
|---|---|---|
| 2026 | 0.15% | 0.30% |
| 2025 | 1.62% | 1.52% |
| 2024 | 1.66% | 1.62% |
| 2023 | 1.76% | 1.91% |
| 2022 | 1.55% | 1.88% |
| 2021 | 1.24% | 1.38% |
| 2020 | 1.32% | 2.01% |
| 2019 | 1.23% | 2.12% |
| 2018 | 1.18% | 1.89% |
| 2017 | 0.74% | 1.54% |
| 2016 | 0.14% | 1.97% |
| 2015 | 0.00% | 1.62% |
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