JQUA vs IJS
Comparison between JPMORGAN U.S. QUALITY FACTOR ETF (JQUA, ETF) and ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS, ETF).
5-Year PerformanceJQUA has outperformed IJS, delivering a return of +13.4% compared to +8.6%
JQUA vs IJS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JQUA
$8.20B
IJS
$8.20B
Expense Ratio
Winner
JQUA
0.12%
IJS
0.18%
Max Drawdown
Winner
JQUA
32.92%
IJS
61.28%
Sharpe Ratio
JQUA
1.49
Winner
IJS
1.53
5Y Beta
Winner
JQUA
0.84
IJS
0.98
P/E Ratio
Winner
JQUA
25.49
IJS
68.25
Forward P/E
JQUA
19.98
Winner
IJS
13.30
PEG Ratio
JQUA
0.09
IJS
N/A
5Y Dividends CAGR
JQUA
7.11%
Winner
IJS
14.39%
5Y EPS CAGR
Winner
JQUA
19.70%
IJS
5.76%
Debt to Equity
JQUA
228.96%
Winner
IJS
40.91%
P/S Ratio
JQUA
3.90
Winner
IJS
0.91
P/B Ratio
JQUA
5.85
Winner
IJS
1.62
JQUA vs IJS - Holdings Comparison
JQUA and IJS have 8 common holdings. Overlap is -0.27%
JQUA's top 25 holdings weight is 33.22%. IJS's top 25 holdings weight is 17.79%.
| Rank | JQUA | IJS |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 2.12% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.49% |
| #2 | BROADCOM INC (AVGO) - 2.08% | JACKSON FINANCIAL INC (JXN) - 0.97% |
| #3 | NVIDIA CORP (NVDA) - 2.02% | PAYCOM SOFTWARE INC (PAYC) - 0.93% |
| #4 | APPLE INC (AAPL) - 2.00% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.91% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 1.82% | CARMAX INC (KMX) - 0.89% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 1.77% | EASTMAN CHEMICAL CO (EMN) - 0.88% |
| #7 | META PLATFORMS INC CLASS A (META) - 1.74% | LINCOLN NATIONAL CORP (LNC) - 0.79% |
| #8 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.73% | SM ENERGY CO (SM) - 0.79% |
| #9 | VISA INC CLASS A (V) - 1.69% | VICTORIA'S SECRET & CO (VSXY) - 0.79% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.69% | LAMB WESTON HOLDINGS INC (LW) - 0.78% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.68% | CONAGRA BRANDS INC (CAG) - 0.76% |
| #12 | JOHNSON & JOHNSON (JNJ) - 1.61% | MOHAWK INDUSTRIES INC (MHK) - 0.74% |
| #13 | CISCO SYSTEMS INC (CSCO) - 1.36% | MATSON INC (MATX) - 0.69% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.31% | POOL CORP (POOL) - 0.68% |
| #15 | ABBVIE INC (ABBV) - 1.21% | LKQ CORP (LKQ) - 0.67% |
| #16 | n/a (PLTR) - 1.18% | TELEFLEX INC (TFX) - 0.64% |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.17% | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.64% |
| #18 | LAM RESEARCH CORP (LRCX) - 1.08% | CAESARS ENTERTAINMENT INC (CZR) - 0.64% |
| #19 | APPLIED MATERIALS INC (AMAT) - 1.04% | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.64% |
| #20 | PALO ALTO NETWORKS INC (PANW) - 1.04% | RITHM CAPITAL CORP (RITM) - 0.61% |
| #21 | ILLINOIS TOOL WORKS INC (ITW) - 0.38% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.38% |
| #22 | CONOCOPHILLIPS (COP) - 0.38% | FIRST FINANCIAL BANCORP (FFBC) - 0.37% |
| #23 | MARSH (MRSH) - 0.38% | HNI CORP (HNI) - 0.37% |
| #24 | S&P GLOBAL INC (SPGI) - 0.37% | HIGHWOODS PROPERTIES INC (HIW) - 0.37% |
| #25 | CADENCE DESIGN SYSTEMS INC (CDNS) - 0.37% | APPLE HOSPITALITY REIT INC (APLE) - 0.37% |
| Total Holdings | 271 | 424 |
JQUA vs IJS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JQUA
+3.82%
IJS
+0.79%
3M
Winner
JQUA
+8.61%
IJS
+8.31%
6M
Winner
JQUA
+17.19%
IJS
+10.73%
1Y
JQUA
+23.95%
Winner
IJS
+33.50%
5Y(CAGR)
Winner
JQUA
+13.42%
IJS
+8.60%
10Y(CAGR)
Winner
JQUA
+15.05%
IJS
+10.05%
Max(CAGR)
Winner
JQUA
+15.05%
IJS
+9.99%
JQUA vs IJS - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | JQUA | IJS |
|---|---|---|
| 2026 | +19.12% | +21.41% |
| 2025 | +12.00% | +7.00% |
| 2024 | +21.92% | +7.65% |
| 2023 | +25.36% | +14.64% |
| 2022 | -13.11% | -12.62% |
| 2021 | +30.71% | +32.05% |
| 2020 | +15.70% | +2.66% |
| 2019 | +28.30% | +22.85% |
| 2018 | -2.96% | -13.74% |
| 2017 | +5.07% | +10.51% |
| 2016 | N/A | +33.81% |
| 2015 | N/A | -6.20% |
| 2014 | N/A | +8.47% |
| 2013 | N/A | +35.62% |
| 2012 | N/A | +15.61% |
| 2011 | N/A | -3.66% |
| 2010 | N/A | +21.79% |
| 2009 | N/A | +21.44% |
| 2008 | N/A | -28.27% |
| 2007 | N/A | -5.75% |
| 2006 | N/A | +17.22% |
| 2005 | N/A | +7.67% |
| 2004 | N/A | +21.99% |
| 2003 | N/A | +35.84% |
| 2002 | N/A | -14.49% |
| 2001 | N/A | +14.90% |
| 2000 | N/A | +15.79% |
JQUA vs IJS Drawdown Comparison
The maximum drawdown for JQUA was -32.92%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The maximum drawdown for IJS was -60.11%, occurring on Mar 9, 2009. Recovery took 1176 trading sessions.
The current JQUA drawdown is -0.99%. The current IJS drawdown is -1.60%.
| Rank | JQUA | IJS |
|---|---|---|
| #1 | -32.92% Feb 19, 2020 - Aug 12, 2020 | -60.11% Jun 4, 2007 - Feb 1, 2012 |
| #2 | -22.47% Dec 29, 2021 - Jul 13, 2023 | -47.67% Aug 22, 2018 - Jan 6, 2021 |
| #3 | -17.07% Sep 21, 2018 - Mar 21, 2019 | -36.41% May 3, 2002 - Nov 26, 2003 |
| #4 | -16.81% Feb 18, 2025 - Jul 3, 2025 | -28.64% Nov 25, 2024 - Dec 10, 2025 |
| #5 | -9.67% Jan 26, 2018 - Aug 9, 2018 | -24.30% Nov 5, 2021 - Jul 16, 2024 |
| #6 | -8.78% Jul 31, 2023 - Nov 20, 2023 | -21.92% May 22, 2001 - Dec 26, 2001 |
| #7 | -8.22% Sep 2, 2020 - Nov 11, 2020 | -20.54% Jun 23, 2015 - Jul 11, 2016 |
| #8 | -7.13% Jan 27, 2026 - Apr 15, 2026 | -15.44% Feb 15, 2001 - May 21, 2001 |
| #9 | -6.32% Jul 16, 2024 - Aug 19, 2024 | -13.55% Mar 26, 2012 - Sep 7, 2012 |
| #10 | -5.88% Apr 30, 2019 - Jun 19, 2019 | -13.54% May 8, 2006 - Nov 14, 2006 |
| #11 | -5.84% Mar 21, 2024 - Jun 17, 2024 | -12.72% Jun 8, 2021 - Nov 5, 2021 |
| #12 | -5.82% Sep 3, 2021 - Oct 25, 2021 | -11.13% Jul 3, 2014 - Nov 26, 2014 |
| #13 | -5.52% Jul 26, 2019 - Oct 28, 2019 | -10.36% Sep 14, 2012 - Dec 20, 2012 |
| #14 | -5.48% Dec 6, 2024 - Feb 5, 2025 | -10.25% Mar 12, 2021 - Jun 1, 2021 |
| #15 | -5.36% Oct 27, 2025 - Dec 10, 2025 | -10.22% Mar 4, 2005 - Jun 15, 2005 |
Correlation
Correlation between JQUA and IJS is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2000 - 2026)
JQUA vs IJS dividend yield comparison.
| Year | JQUA | IJS |
|---|---|---|
| 2026 | 0.49% | 0.54% |
| 2025 | 1.19% | 1.62% |
| 2024 | 1.24% | 1.78% |
| 2023 | 1.22% | 1.42% |
| 2022 | 1.60% | 1.46% |
| 2021 | 1.32% | 1.52% |
| 2020 | 1.44% | 1.00% |
| 2019 | 1.67% | 1.66% |
| 2018 | 2.10% | 1.75% |
| 2017 | 0.40% | 1.41% |
| 2016 | 0.00% | 1.22% |
| 2015 | 0.00% | 1.59% |
| 2014 | 0.00% | 1.41% |
| 2013 | 0.00% | 1.18% |
| 2012 | 0.00% | 1.87% |
| 2011 | 0.00% | 1.32% |
| 2010 | 0.00% | 1.14% |
| 2009 | 0.00% | 1.59% |
| 2008 | 0.00% | 1.92% |
| 2007 | 0.00% | 1.77% |
| 2006 | 0.00% | 1.14% |
| 2005 | 0.00% | 1.02% |
| 2004 | 0.00% | 1.11% |
| 2003 | 0.00% | 0.76% |
| 2002 | 0.00% | 0.95% |
| 2001 | 0.00% | 0.69% |
| 2000 | 0.00% | 0.78% |
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