JPUS vs FXE

Comparison between JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF (JPUS, ETF) and Invesco CurrencyShares Euro Trust (FXE, ETF).

5-Year PerformanceJPUS has outperformed FXE, delivering a return of +9.3% compared to -0.4%

JPUS vs FXE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPUS(ETF)	FXE(ETF)
Net Assets	$442M	$443M
Expense Ratio	0.18%	0.40%
Max Drawdown	38.69%	44.67%
Sharpe Ratio	1.53	-0.28
5Y Beta	0.65	-0.01
P/E Ratio	21.94	N/A
Forward P/E	15.98	N/A
5Y Dividends CAGR	11.81%	N/A
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

JPUS

$442M

Winner

FXE

$443M

Expense Ratio

Winner

JPUS

0.18%

FXE

0.40%

Max Drawdown

Winner

JPUS

38.69%

FXE

44.67%

Sharpe Ratio

Winner

JPUS

1.53

FXE

-0.28

5Y Beta

JPUS

0.65

Winner

FXE

-0.01

P/E Ratio

JPUS

21.94

FXE

N/A

Forward P/E

JPUS

15.98

FXE

N/A

5Y Dividends CAGR

JPUS

11.81%

FXE

N/A

5Y EPS CAGR

JPUS

14.07%

FXE

N/A

Debt to Equity

JPUS

65.01%

FXE

N/A

P/S Ratio

JPUS

1.57

FXE

N/A

P/B Ratio

JPUS

2.87

FXE

N/A

JPUS vs FXE - Historical Returns

Returns include dividend reinvestment.

Period	JPUS	FXE
1 month	+0.35%	-1.41%
3 months	+2.79%	-0.55%
6 months	+11.27%	-0.69%
1 year	+21.24%	+1.44%
5 years(CAGR)	+9.32%	-0.35%
10 years(CAGR)	+11.38%	+0.09%
Max(CAGR)	+11.91%	+0.12%

Winner

JPUS

+0.35%

FXE

-1.41%

Winner

JPUS

+2.79%

FXE

-0.55%

Winner

JPUS

+11.27%

FXE

-0.69%

Winner

JPUS

+21.24%

FXE

+1.44%

5Y(CAGR)

Winner

JPUS

+9.32%

FXE

-0.35%

10Y(CAGR)

Winner

JPUS

+11.38%

FXE

+0.09%

Max(CAGR)

Winner

JPUS

+11.91%

FXE

+0.12%

JPUS vs FXE - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	JPUS	FXE
2026	+10.38%	-1.36%
2025	+11.20%	+15.55%
2024	+13.03%	-3.36%
2023	+11.47%	+6.37%
2022	-8.18%	-5.88%
2021	+30.47%	-8.08%
2020	+7.51%	+8.40%
2019	+25.94%	-1.97%
2018	-6.49%	-5.78%
2017	+19.84%	+14.54%
2016	+14.52%	-3.55%
2015	+6.56%	-9.98%
2014	N/A	-11.81%
2013	N/A	+3.90%
2012	N/A	+0.72%
2011	N/A	-2.84%
2010	N/A	-7.48%
2009	N/A	+3.32%
2008	N/A	-2.02%
2007	N/A	+14.49%
2006	N/A	+12.27%
2005	N/A	-0.88%

JPUS vs FXE Drawdown Comparison

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

The maximum drawdown for FXE was -43.32%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current JPUS drawdown is -0.73%. The current FXE drawdown is -28.45%.

Rank	JPUS	FXE
#1	-38.69% Feb 14, 2020 - Nov 11, 2020	-43.32% Jul 11, 2008 - Sep 27, 2022
#2	-19.04% Apr 20, 2022 - Dec 14, 2023	-3.60% Nov 26, 2007 - Jan 14, 2008
#3	-17.85% Sep 21, 2018 - Apr 5, 2019	-3.54% Jan 23, 2006 - Apr 4, 2006
#4	-15.97% Nov 29, 2024 - Aug 13, 2025	-3.49% Apr 22, 2008 - Jul 2, 2008
#5	-11.74% Oct 30, 2015 - Mar 17, 2016	-3.04% Jun 2, 2006 - Aug 4, 2006
#6	-9.37% Jan 26, 2018 - Aug 7, 2018	-3.01% Dec 1, 2006 - Mar 15, 2007
#7	-8.27% Jan 4, 2022 - Mar 29, 2022	-2.74% Jan 30, 2008 - Feb 26, 2008
#8	-6.90% Mar 2, 2026 - Apr 17, 2026	-2.73% Jul 20, 2007 - Sep 7, 2007
#9	-6.00% Apr 30, 2019 - Jun 20, 2019	-2.63% Aug 21, 2006 - Nov 9, 2006
#10	-5.76% Jul 26, 2019 - Sep 12, 2019	-2.25% Apr 27, 2007 - Jul 2, 2007
#11	-5.57% Mar 28, 2024 - Jul 12, 2024	-2.09% Mar 17, 2008 - Mar 26, 2008
#12	-5.38% Jul 26, 2016 - Dec 7, 2016	-1.72% Jan 14, 2008 - Jan 30, 2008
#13	-5.18% Nov 16, 2021 - Dec 23, 2021	-1.52% Apr 5, 2006 - Apr 18, 2006
#14	-5.03% Sep 2, 2021 - Oct 22, 2021	-1.51% May 12, 2006 - Jun 2, 2006
#15	-4.43% Jul 31, 2024 - Aug 19, 2024	-1.47% Dec 16, 2005 - Jan 3, 2006

Correlation

Correlation between JPUS and FXE is -0.12 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.12

-101

Dividend Comparison (2006 - 2026)

JPUS vs FXE dividend yield comparison.

Year	JPUS	FXE
2026	0.39%	0.37%
2025	2.27%	0.94%
2024	2.12%	2.28%
2023	2.26%	1.49%
2022	2.35%	0.01%
2021	1.67%	0.00%
2020	1.94%	0.00%
2019	2.09%	0.00%
2018	2.16%	0.00%
2017	1.25%	0.00%
2016	0.77%	0.00%
2015	0.48%	0.00%
2011	0.00%	0.23%
2010	0.00%	0.01%
2009	0.00%	0.34%
2008	0.00%	3.57%
2007	0.00%	3.01%
2006	0.00%	1.97%