JPUS vs EELV

Comparison between JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF (JPUS, ETF) and INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF (EELV, ETF).

5-Year PerformanceJPUS has outperformed EELV, delivering a return of +9.3% compared to +6.6%

JPUS vs EELV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPUS(ETF)	EELV(ETF)
Net Assets	$442M	$442M
Expense Ratio	0.18%	0.29%
Max Drawdown	38.69%	47.27%
Sharpe Ratio	1.53	0.83
5Y Beta	0.65	0.45
P/E Ratio	21.94	N/A
Forward P/E	15.98	N/A
5Y Dividends CAGR	11.81%	10.28%
5Y EPS CAGR	14.07%	N/A
Debt to Equity	65.01%	N/A
P/S Ratio	1.57	N/A
P/B Ratio	2.87	N/A

Net Assets

Winner

JPUS

$442M

EELV

$442M

Expense Ratio

Winner

JPUS

0.18%

EELV

0.29%

Max Drawdown

Winner

JPUS

38.69%

EELV

47.27%

Sharpe Ratio

Winner

JPUS

1.53

EELV

0.83

5Y Beta

JPUS

0.65

Winner

EELV

0.45

P/E Ratio

JPUS

21.94

EELV

N/A

Forward P/E

JPUS

15.98

EELV

N/A

5Y Dividends CAGR

Winner

JPUS

11.81%

EELV

10.28%

5Y EPS CAGR

JPUS

14.07%

EELV

N/A

Debt to Equity

JPUS

65.01%

EELV

N/A

P/S Ratio

JPUS

1.57

EELV

N/A

P/B Ratio

JPUS

2.87

EELV

N/A

JPUS vs EELV - Holdings Comparison

JPUS and EELV have 1 common holdings. Overlap is -0.01%

JPUS's top 25 holdings weight is 13.08%. EELV's top 25 holdings weight is 17.31%.

Rank	JPUS	EELV
#1	CIENA CORP (CIEN) - 0.79%	KUWAIT FINANCE HOUSE (n/a) - 0.91%
#2	LUMENTUM HOLDINGS INC (LITE) - 0.63%	n/a (n/a) - 0.90%
#3	LAM RESEARCH CORP (LRCX) - 0.63%	CHUNGHWA TELECOM CO LTD (n/a) - 0.89%
#4	WESTERN DIGITAL CORP (WDC) - 0.62%	JARIR MARKETING CO (n/a) - 0.81%
#5	IRIDIUM COMMUNICATIONS INC (IRDM) - 0.61%	BOUBYAN BANK KSC (n/a) - 0.74%
#6	KLA CORP (KLAC) - 0.58%	SAUDI ARABIAN OIL CO (n/a) - 0.72%
#7	CISCO SYSTEMS INC (CSCO) - 0.58%	MOBILE TELECOMMUNICATIONS CO KSC (n/a) - 0.71%
#8	APPLIED MATERIALS INC (AMAT) - 0.55%	TAIWAN HIGH SPEED RAIL CORP (n/a) - 0.70%
#9	QUANTA SERVICES INC (PWR) - 0.54%	SAUDI TELECOM CO (n/a) - 0.70%
#10	STEEL DYNAMICS INC (STLD) - 0.54%	ALRAYAN BANK SHS PARTLY PAID (n/a) - 0.70%
#11	CATERPILLAR INC (CAT) - 0.52%	NEPI ROCKCASTLE NV (n/a) - 0.69%
#12	ANALOG DEVICES INC (ADI) - 0.52%	n/a (n/a) - 0.68%
#13	CUMMINS INC (CMI) - 0.48%	BOROUGE PLC (n/a) - 0.68%
#14	ELEMENT SOLUTIONS INC (ESI) - 0.47%	SAUDI ENERGY CO (n/a) - 0.68%
#15	CASEY'S GENERAL STORES INC (CASY) - 0.47%	TAIWAN MOBILE CO LTD (n/a) - 0.67%
#16	HOST HOTELS & RESORTS INC (HST) - 0.47%	MALAYAN BANKING BHD (n/a) - 0.64%
#17	BANK OF NEW YORK MELLON CORP (BNY) - 0.46%	INDUSTRIES QATAR QSC (n/a) - 0.63%
#18	CARPENTER TECHNOLOGY CORP (CRS) - 0.46%	SD GUTHRIE BHD (n/a) - 0.62%
#19	ROYALTY PHARMA PLC CLASS A (RPRX) - 0.46%	IHH HEALTHCARE BHD (n/a) - 0.61%
#20	ARCHER-DANIELS-MIDLAND CO (ADM) - 0.45%	QATAR NATIONAL BANK SAQ (n/a) - 0.61%
#21	DEVON ENERGY CORP (DVN) - 0.45%	GULF BANK KSC (n/a) - 0.61%
#22	HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.45%	n/a (n/a) - 0.61%
#23	APA CORP (APA) - 0.45%	CHANG HWA COMMERCIAL BANK LTD (n/a) - 0.60%
#24	TD SYNNEX CORP (SNX) - 0.45%	AL AHLI BANK OF KUWAIT (n/a) - 0.60%
#25	TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.45%	ALMARAI CO (n/a) - 0.60%
Total Holdings	376	221

JPUS vs EELV - Historical Returns

Returns include dividend reinvestment.

Period	JPUS	EELV
1 month	+0.35%	-3.22%
3 months	+2.79%	+0.08%
6 months	+11.27%	+4.14%
1 year	+21.24%	+12.51%
5 years(CAGR)	+9.32%	+6.59%
10 years(CAGR)	+11.38%	+6.40%
Max(CAGR)	+11.91%	+4.19%

Winner

JPUS

+0.35%

EELV

-3.22%

Winner

JPUS

+2.79%

EELV

+0.08%

Winner

JPUS

+11.27%

EELV

+4.14%

Winner

JPUS

+21.24%

EELV

+12.51%

5Y(CAGR)

Winner

JPUS

+9.32%

EELV

+6.59%

10Y(CAGR)

Winner

JPUS

+11.38%

EELV

+6.40%

Max(CAGR)

Winner

JPUS

+11.91%

EELV

+4.19%

JPUS vs EELV - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	JPUS	EELV
2026	+10.38%	+2.25%
2025	+11.20%	+22.38%
2024	+13.03%	+2.28%
2023	+11.47%	+9.09%
2022	-8.18%	-3.22%
2021	+30.47%	+16.19%
2020	+7.51%	-4.69%
2019	+25.94%	+8.94%
2018	-6.49%	-6.85%
2017	+19.84%	+24.52%
2016	+14.52%	+7.76%
2015	+6.56%	-17.71%
2014	N/A	-2.23%
2013	N/A	-2.50%
2012	N/A	+17.60%

JPUS vs EELV Drawdown Comparison

The maximum drawdown for JPUS was -38.69%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The maximum drawdown for EELV was -36.30%, occurring on Mar 19, 2020. Recovery took 811 trading sessions.

The current JPUS drawdown is -0.73%. The current EELV drawdown is -5.71%.

Rank	JPUS	EELV
#1	-38.69% Feb 14, 2020 - Nov 11, 2020	-36.30% Jan 26, 2018 - Apr 19, 2021
#2	-19.04% Apr 20, 2022 - Dec 14, 2023	-34.89% Sep 5, 2014 - Jan 22, 2018
#3	-17.85% Sep 21, 2018 - Apr 5, 2019	-19.05% Apr 13, 2022 - May 15, 2024
#4	-15.97% Nov 29, 2024 - Aug 13, 2025	-16.55% May 8, 2013 - Aug 19, 2014
#5	-11.74% Oct 30, 2015 - Mar 17, 2016	-11.78% Sep 26, 2024 - May 13, 2025
#6	-9.37% Jan 26, 2018 - Aug 7, 2018	-10.11% May 1, 2012 - Aug 16, 2012
#7	-8.27% Jan 4, 2022 - Mar 29, 2022	-8.22% Feb 24, 2026 - Mar 20, 2026
#8	-6.90% Mar 2, 2026 - Apr 17, 2026	-5.54% Feb 16, 2022 - Apr 13, 2022
#9	-6.00% Apr 30, 2019 - Jun 20, 2019	-4.87% May 7, 2021 - Jun 1, 2021
#10	-5.76% Jul 26, 2019 - Sep 12, 2019	-4.33% Nov 12, 2021 - Jan 10, 2022
#11	-5.57% Mar 28, 2024 - Jul 12, 2024	-4.01% Apr 2, 2012 - May 1, 2012
#12	-5.38% Jul 26, 2016 - Dec 7, 2016	-3.83% Jul 31, 2024 - Aug 13, 2024
#13	-5.18% Nov 16, 2021 - Dec 23, 2021	-3.72% Jun 2, 2021 - Aug 30, 2021
#14	-5.03% Sep 2, 2021 - Oct 22, 2021	-3.65% Mar 1, 2012 - Apr 2, 2012
#15	-4.43% Jul 31, 2024 - Aug 19, 2024	-3.55% Mar 8, 2013 - Apr 30, 2013

Correlation

Correlation between JPUS and EELV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2012 - 2026)

JPUS vs EELV dividend yield comparison.

Year	JPUS	EELV
2026	0.39%	0.93%
2025	2.27%	3.75%
2024	2.12%	4.70%
2023	2.26%	4.00%
2022	2.35%	3.46%
2021	1.67%	4.35%
2020	1.94%	2.82%
2019	2.09%	3.14%
2018	2.16%	5.50%
2017	1.25%	2.92%
2016	0.77%	2.29%
2015	0.48%	2.53%
2014	0.00%	3.25%
2013	0.00%	2.10%
2012	0.00%	0.98%