JPSE vs USSG
Comparison between JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF (JPSE, ETF) and XTRACKERS MSCI USA SELECTION EQUITY ETF (USSG, ETF).
5-Year PerformanceUSSG has outperformed JPSE, delivering a return of +13.5% compared to +7.4%
JPSE vs USSG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JPSE
$573M
USSG
$572M
Expense Ratio
JPSE
0.29%
Winner
USSG
0.09%
Max Drawdown
JPSE
43.24%
Winner
USSG
34.43%
Sharpe Ratio
Winner
JPSE
1.63
USSG
1.46
5Y Beta
Winner
JPSE
0.91
USSG
1.00
P/E Ratio
JPSE
29.62
Winner
USSG
28.27
Forward P/E
Winner
JPSE
14.13
USSG
22.87
PEG Ratio
JPSE
N/A
USSG
0.44
5Y Dividends CAGR
Winner
JPSE
10.43%
USSG
5.45%
5Y EPS CAGR
JPSE
10.82%
Winner
USSG
34.24%
Debt to Equity
JPSE
113.43%
Winner
USSG
41.37%
P/S Ratio
Winner
JPSE
1.05
USSG
4.06
P/B Ratio
Winner
JPSE
1.73
USSG
7.22
JPSE vs USSG - Holdings Comparison
JPSE and USSG have 1 common holdings. Overlap is -0.01%
JPSE's top 25 holdings weight is 10.95%. USSG's top 25 holdings weight is 58.45%.
| Rank | JPSE | USSG |
|---|---|---|
| #1 | STERLING INFRASTRUCTURE INC (STRL) - 0.62% | NVIDIA CORP (NVDA) - 13.97% |
| #2 | SANMINA CORP (SANM) - 0.60% | MICROSOFT CORP (MSFT) - 8.46% |
| #3 | TTM TECHNOLOGIES INC (TTMI) - 0.57% | ALPHABET INC CLASS A (GOOGL) - 6.26% |
| #4 | VIAVI SOLUTIONS INC (VIAV) - 0.53% | ALPHABET INC CLASS C (GOOG) - 4.94% |
| #5 | VISHAY INTERTECHNOLOGY INC (VSH) - 0.51% | TESLA INC (TSLA) - 3.24% |
| #6 | RAMBUS INC (RMBS) - 0.50% | ELI LILLY AND CO (LLY) - 2.75% |
| #7 | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.49% | ADVANCED MICRO DEVICES INC (AMD) - 2.23% |
| #8 | ULTRA CLEAN HOLDINGS INC (UCTT) - 0.49% | JOHNSON & JOHNSON (JNJ) - 1.73% |
| #9 | VIASAT INC (VSAT) - 0.46% | VISA INC CLASS A (V) - 1.64% |
| #10 | BENCHMARK ELECTRONICS INC (BHE) - 0.46% | COSTCO WHOLESALE CORP (COST) - 1.32% |
| #11 | ARGAN INC (AGX) - 0.45% | LAM RESEARCH CORP (LRCX) - 1.21% |
| #12 | MATERION CORP (MTRN) - 0.44% | MASTERCARD INC CLASS A (MA) - 1.21% |
| #13 | NEXTPOWER INC CLASS A (NXT) - 0.43% | CATERPILLAR INC (CAT) - 1.20% |
| #14 | KAISER ALUMINUM CORP (KALU) - 0.43% | APPLIED MATERIALS INC (AMAT) - 1.19% |
| #15 | ADEIA INC (ADEA) - 0.43% | PROCTER & GAMBLE CO (PG) - 1.04% |
| #16 | PLEXUS CORP (PLXS) - 0.42% | GE AEROSPACE (GE) - 1.00% |
| #17 | FORMFACTOR INC (FORM) - 0.41% | COCA-COLA CO (KO) - 0.98% |
| #18 | FABRINET (FN) - 0.41% | THE HOME DEPOT INC (HD) - 0.96% |
| #19 | HARMONIC INC (HLIT) - 0.40% | MERCK & CO INC (MRK) - 0.89% |
| #20 | GLOBALSTAR INC (GSAT) - 0.40% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.77% |
| #21 | UNITED BANKSHARES INC (UBSI) - 0.30% | NEWMONT CORP (NEM) - 0.30% |
| #22 | UNITED STATES ANTIMONY CORP (UAMY) - 0.30% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.30% |
| #23 | ARCOSA INC (ACA) - 0.30% | BANK OF NEW YORK MELLON CORP (BNY) - 0.29% |
| #24 | CNO FINANCIAL GROUP INC (CNO) - 0.30% | QUANTA SERVICES INC (PWR) - 0.29% |
| #25 | STONEX GROUP INC (SNEX) - 0.30% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.28% |
| Total Holdings | 506 | 231 |
JPSE vs USSG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPSE
+3.40%
USSG
+0.54%
3M
Winner
JPSE
+14.49%
USSG
+12.39%
6M
Winner
JPSE
+15.83%
USSG
+9.70%
1Y
Winner
JPSE
+34.00%
USSG
+25.14%
5Y(CAGR)
JPSE
+7.43%
Winner
USSG
+13.45%
10Y(CAGR)
JPSE
+10.88%
USSG
N/A
Max(CAGR)
JPSE
+10.88%
Winner
USSG
+16.68%
JPSE vs USSG - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | JPSE | USSG |
|---|---|---|
| 2026 | +18.12% | +8.42% |
| 2025 | +8.90% | +19.28% |
| 2024 | +8.30% | +24.17% |
| 2023 | +16.10% | +29.32% |
| 2022 | -15.23% | -20.53% |
| 2021 | +29.80% | +33.36% |
| 2020 | +12.62% | +17.84% |
| 2019 | +22.59% | +19.24% |
| 2018 | -8.79% | N/A |
| 2017 | +14.33% | N/A |
| 2016 | +3.67% | N/A |
JPSE vs USSG Drawdown Comparison
The maximum drawdown for JPSE was -43.02%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for USSG was -34.09%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.
The current USSG drawdown is -1.91%.
| Rank | JPSE | USSG |
|---|---|---|
| #1 | -43.02% Jan 16, 2020 - Nov 16, 2020 | -34.09% Feb 19, 2020 - Aug 24, 2020 |
| #2 | -25.57% Nov 8, 2021 - Jul 15, 2024 | -27.01% Dec 29, 2021 - Dec 13, 2023 |
| #3 | -25.49% Nov 25, 2024 - Dec 10, 2025 | -20.00% Jan 23, 2025 - Jun 26, 2025 |
| #4 | -23.26% Sep 14, 2018 - Dec 26, 2019 | -11.20% Jan 28, 2026 - Apr 17, 2026 |
| #5 | -9.04% Jul 31, 2024 - Sep 19, 2024 | -9.43% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -8.40% Mar 15, 2021 - Jun 1, 2021 | -8.89% Sep 2, 2020 - Nov 11, 2020 |
| #7 | -8.33% Jun 8, 2021 - Oct 20, 2021 | -6.26% Mar 28, 2024 - May 15, 2024 |
| #8 | -8.19% Jan 23, 2018 - May 17, 2018 | -6.14% Apr 29, 2019 - Jun 20, 2019 |
| #9 | -8.00% Feb 26, 2026 - Apr 13, 2026 | -5.57% Jul 26, 2019 - Oct 25, 2019 |
| #10 | -5.09% Feb 24, 2021 - Mar 10, 2021 | -5.16% Dec 11, 2024 - Jan 23, 2025 |
| #11 | -4.66% Jul 25, 2017 - Sep 21, 2017 | -5.01% Sep 2, 2021 - Oct 19, 2021 |
| #12 | -4.56% Nov 11, 2024 - Nov 25, 2024 | -4.88% Oct 29, 2025 - Dec 11, 2025 |
| #13 | -4.38% Jan 22, 2021 - Feb 4, 2021 | -4.64% Feb 12, 2021 - Mar 11, 2021 |
| #14 | -4.36% Oct 16, 2024 - Nov 6, 2024 | -4.60% Nov 8, 2021 - Dec 27, 2021 |
| #15 | -4.17% Apr 26, 2017 - Jun 9, 2017 | -4.24% Jun 1, 2026 - Jun 10, 2026 |
Correlation
Correlation between JPSE and USSG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2016 - 2026)
JPSE vs USSG dividend yield comparison.
| Year | JPSE | USSG |
|---|---|---|
| 2026 | 0.14% | 0.15% |
| 2025 | 1.62% | 1.02% |
| 2024 | 1.66% | 1.13% |
| 2023 | 1.76% | 1.60% |
| 2022 | 1.55% | 1.52% |
| 2021 | 1.24% | 1.13% |
| 2020 | 1.32% | 1.42% |
| 2019 | 1.23% | 1.21% |
| 2018 | 1.18% | 0.00% |
| 2017 | 0.74% | 0.00% |
| 2016 | 0.14% | 0.00% |
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