JPSV vs HEAL

Comparison between JPMORGAN ACTIVE SMALL CAP VALUE ETF (JPSV, ETF) and GLOBAL X HEALTHTECH ETF (HEAL, ETF).

JPSV vs HEAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPSV(ETF)	HEAL(ETF)
Net Assets	$25M	$25M
Expense Ratio	0.74%	0.50%
Max Drawdown	23.70%	65.87%
Sharpe Ratio	0.90	-1.08
5Y Beta	0.80	0.95
P/E Ratio	20.53	569.02
Forward P/E	13.11	28.00
5Y Dividends CAGR	N/A	38.09%
5Y EPS CAGR	11.04%	N/A
Debt to Equity	177.24%	46.91%
P/S Ratio	1.16	2.04
P/B Ratio	1.66	4.05

Net Assets

JPSV

$25M

HEAL

$25M

Expense Ratio

JPSV

0.74%

Winner

HEAL

0.50%

Max Drawdown

Winner

JPSV

23.70%

HEAL

65.87%

Sharpe Ratio

Winner

JPSV

0.90

HEAL

-1.08

5Y Beta

Winner

JPSV

0.80

HEAL

0.95

P/E Ratio

Winner

JPSV

20.53

HEAL

569.02

Forward P/E

Winner

JPSV

13.11

HEAL

28.00

5Y Dividends CAGR

JPSV

N/A

HEAL

38.09%

5Y EPS CAGR

JPSV

11.04%

HEAL

N/A

Debt to Equity

JPSV

177.24%

Winner

HEAL

46.91%

P/S Ratio

Winner

JPSV

1.16

HEAL

2.04

P/B Ratio

Winner

JPSV

1.66

HEAL

4.05

JPSV vs HEAL - Holdings Comparison

JPSV and HEAL have 1 common holdings. Overlap is 0.00%

JPSV's top 25 holdings weight is 36.23%. HEAL's top 25 holdings weight is 83.31%.

Rank	JPSV	HEAL
#1	INSIGHT ENTERPRISES INC (NSIT) - 1.98%	DEXCOM INC (DXCM) - 4.88%
#2	RALLIANT CORP (RAL) - 1.69%	OSCAR HEALTH INC CLASS A (OSCR) - 4.64%
#3	JOHN WILEY & SONS INC CLASS A (WLY) - 1.68%	GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 4.39%
#4	CARS.COM INC (CARS) - 1.68%	IQVIA HOLDINGS INC (IQV) - 4.29%
#5	OLD NATIONAL BANCORP (ONB) - 1.66%	KONINKLIJKE PHILIPS NV (n/a) - 4.25%
#6	SCANSOURCE INC (SCSC) - 1.63%	RESMED INC (RMD) - 4.22%
#7	KODIAK GAS SERVICES INC (KGS) - 1.62%	MASIMO CORP (MASI) - 4.17%
#8	SANMINA CORP (SANM) - 1.59%	INTUITIVE SURGICAL INC (ISRG) - 3.97%
#9	LIVANOVA PLC (LIVN) - 1.58%	PRO MEDICUS LTD (n/a) - 3.88%
#10	STAGWELL INC ORDINARY SHARES CLASS A (STGW) - 1.56%	VEEVA SYSTEMS INC CLASS A (VEEV) - 3.84%
#11	MEDIAALPHA INC ORDINARY SHARES CLASS A (MAX) - 1.52%	INSULET CORP (PODD) - 3.67%
#12	SELECTIVE INSURANCE GROUP INC (SIGI) - 1.46%	HIMS & HERS HEALTH INC ORDINARY SHARES CLASS A (HIMS) - 3.64%
#13	PROVIDENT FINANCIAL SERVICES INC (PFS) - 1.41%	IRHYTHM HOLDINGS INC (IRTC) - 3.60%
#14	MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 1.37%	TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 3.54%
#15	QCR HOLDINGS INC (QCRH) - 1.33%	WAYSTAR HOLDING CORP (WAY) - 3.17%
#16	RADIAN GROUP INC (RDN) - 1.32%	DEMANT AS (n/a) - 3.09%
#17	n/a (WFRD) - 1.30%	ALIBABA HEALTH INFORMATION TECHNOLOGY LTD (n/a) - 2.91%
#18	MATADOR RESOURCES CO (MTDR) - 1.28%	ALIGNMENT HEALTHCARE INC (ALHC) - 2.90%
#19	SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 1.26%	TRANSMEDICS GROUP INC (TMDX) - 2.62%
#20	H.B. FULLER CO (FUL) - 1.25%	PRIVIA HEALTH GROUP INC (PRVA) - 2.43%
#21	INGRAM MICRO HOLDING CORP (INGM) - 1.25%	DOXIMITY INC CLASS A (DOCS) - 2.39%
#22	COLUMBIA BANKING SYSTEM INC (COLB) - 1.24%	HEARTFLOW INC (HTFL) - 1.87%
#23	ENPRO INC (NPO) - 1.23%	HINGE HEALTH INC ORDINARY SHARES CLASS A (HNGE) - 1.71%
#24	WSFS FINANCIAL CORP (WSFS) - 1.19%	OMNICELL INC (OMCL) - 1.62%
#25	SOUTHSTATE BANK CORP (SSB) - 1.15%	NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 1.62%
Total Holdings	109	43

JPSV vs HEAL - Historical Returns

Returns include dividend reinvestment.

Period	JPSV	HEAL
1 month	+2.08%	+0.42%
3 months	+5.41%	-3.41%
6 months	+10.31%	-19.04%
1 year	+18.22%	-21.00%
5 years(CAGR)	N/A	-14.32%
Max(CAGR)	+9.22%	-9.95%

Winner

JPSV

+2.08%

HEAL

+0.42%

Winner

JPSV

+5.41%

HEAL

-3.41%

Winner

JPSV

+10.31%

HEAL

-19.04%

Winner

JPSV

+18.22%

HEAL

-21.00%

5Y(CAGR)

JPSV

N/A

HEAL

-14.32%

Max(CAGR)

Winner

JPSV

+9.22%

HEAL

-9.95%

JPSV vs HEAL - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	JPSV	HEAL
2026	+10.95%	-13.92%
2025	+1.44%	-0.82%
2024	+9.24%	-1.50%
2023	+9.70%	-12.76%
2022	N/A	-29.86%
2021	N/A	-13.99%
2020	N/A	+23.87%

JPSV vs HEAL Drawdown Comparison

The maximum drawdown for JPSV was -22.78%, occurring on Apr 8, 2025. Recovery took 299 trading sessions.

The maximum drawdown for HEAL was -65.76%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current JPSV drawdown is -0.87%. The current HEAL drawdown is -62.73%.

Rank	JPSV	HEAL
#1	-22.78% Nov 25, 2024 - Feb 6, 2026	-65.76% Feb 12, 2021 - Mar 30, 2026
#2	-11.02% Aug 7, 2023 - Dec 13, 2023	-8.95% Oct 13, 2020 - Nov 20, 2020
#3	-9.34% Mar 8, 2023 - Jul 13, 2023	-8.29% Sep 2, 2020 - Oct 5, 2020
#4	-9.02% Feb 6, 2026 - Apr 17, 2026	-6.44% Jan 25, 2021 - Feb 8, 2021
#5	-8.80% Jul 31, 2024 - Nov 6, 2024	-4.34% Aug 6, 2020 - Aug 20, 2020
#6	-6.75% Mar 28, 2024 - May 15, 2024	-2.64% Dec 23, 2020 - Jan 7, 2021
#7	-6.15% Dec 26, 2023 - Mar 21, 2024	-1.48% Aug 20, 2020 - Aug 31, 2020
#8	-5.28% May 15, 2024 - Jul 11, 2024	-1.37% Dec 10, 2020 - Dec 17, 2020
#9	-3.11% Nov 11, 2024 - Nov 25, 2024	-1.30% Dec 1, 2020 - Dec 8, 2020
#10	-2.57% May 8, 2026 - May 22, 2026	-1.25% Nov 23, 2020 - Nov 27, 2020
#11	-2.33% Jul 17, 2024 - Jul 25, 2024	-0.89% Jan 8, 2021 - Jan 12, 2021
#12	-2.00% Apr 28, 2026 - May 8, 2026	-0.68% Jan 14, 2021 - Jan 19, 2021
#13	-1.47% Mar 21, 2024 - Mar 27, 2024	-0.65% Jan 20, 2021 - Jan 22, 2021
#14	-1.33% May 27, 2026 - Jun 3, 2026	-0.54% Dec 8, 2020 - Dec 10, 2020
#15	-1.30% Apr 20, 2026 - Apr 28, 2026	-0.32% Feb 9, 2021 - Feb 11, 2021

Correlation

Correlation between JPSV and HEAL is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

-101