JQUA vs SPHQ
Comparison between JPMORGAN U.S. QUALITY FACTOR ETF (JQUA, ETF) and INVESCO S&P 500 QUALITY ETF (SPHQ, ETF).
5-Year PerformanceSPHQ has outperformed JQUA, delivering a return of +13.2% compared to +13.1%
JQUA vs SPHQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JQUA
$8.20B
Winner
SPHQ
$20B
Expense Ratio
Winner
JQUA
0.12%
SPHQ
0.15%
Max Drawdown
Winner
JQUA
32.92%
SPHQ
57.83%
Sharpe Ratio
Winner
JQUA
1.34
SPHQ
1.17
5Y Beta
Winner
JQUA
0.84
SPHQ
0.86
P/E Ratio
Winner
JQUA
26.49
SPHQ
28.70
Forward P/E
Winner
JQUA
19.97
SPHQ
23.81
PEG Ratio
Winner
JQUA
0.11
SPHQ
0.29
5Y Dividends CAGR
JQUA
7.11%
Winner
SPHQ
7.55%
5Y EPS CAGR
Winner
JQUA
20.26%
SPHQ
19.22%
Debt to Equity
Winner
JQUA
4.04%
SPHQ
108.86%
P/S Ratio
Winner
JQUA
4.00
SPHQ
4.61
P/B Ratio
Winner
JQUA
6.22
SPHQ
10.28
JQUA vs SPHQ - Holdings Comparison
JQUA and SPHQ have 81 common holdings. Overlap is 31.47%
JQUA's top 25 holdings weight is 36.50%. SPHQ's top 25 holdings weight is 72.02%.
| Rank | JQUA | SPHQ |
|---|---|---|
| #1 | APPLE INC (AAPL) - 2.12% | APPLE INC (AAPL) - 5.43% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 2.10% | VISA INC CLASS A (V) - 5.31% |
| #3 | NVIDIA CORP (NVDA) - 2.02% | MASTERCARD INC CLASS A (MA) - 5.29% |
| #4 | BROADCOM INC (AVGO) - 2.00% | LAM RESEARCH CORP (LRCX) - 4.46% |
| #5 | META PLATFORMS INC CLASS A (META) - 1.97% | GE VERNOVA INC (GEV) - 4.33% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 1.96% | GE AEROSPACE (GE) - 3.89% |
| #7 | MICRON TECHNOLOGY INC (MU) - 1.96% | COSTCO WHOLESALE CORP (COST) - 3.78% |
| #8 | VISA INC CLASS A (V) - 1.70% | NETFLIX INC (NFLX) - 3.75% |
| #9 | MICROSOFT CORP (MSFT) - 1.66% | CISCO SYSTEMS INC (CSCO) - 3.53% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.64% | SANDISK CORP ORDINARY SHARES (SNDK) - 3.10% |
| #11 | JOHNSON & JOHNSON (JNJ) - 1.61% | APPLIED MATERIALS INC (AMAT) - 2.95% |
| #12 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.61% | KLA CORP (KLAC) - 2.86% |
| #13 | CISCO SYSTEMS INC (CSCO) - 1.36% | PROCTER & GAMBLE CO (PG) - 2.86% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.29% | WESTERN DIGITAL CORP (WDC) - 2.86% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.23% | QUALCOMM INC (QCOM) - 2.43% |
| #16 | APPLIED MATERIALS INC (AMAT) - 1.22% | TEXAS INSTRUMENTS INC (TXN) - 2.38% |
| #17 | ABBVIE INC (ABBV) - 1.21% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.32% |
| #18 | COSTCO WHOLESALE CORP (COST) - 1.17% | TJX COMPANIES INC (TJX) - 1.49% |
| #19 | PROCTER & GAMBLE CO (PG) - 1.00% | FORTINET INC (FTNT) - 1.44% |
| #20 | THE HOME DEPOT INC (HD) - 0.99% | NEWMONT CORP (NEM) - 1.44% |
| #21 | PALO ALTO NETWORKS INC (PANW) - 0.98% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.43% |
| #22 | GE VERNOVA INC (GEV) - 0.96% | INTUITIVE SURGICAL INC (ISRG) - 1.33% |
| #23 | MERCK & CO INC (MRK) - 0.95% | PROGRESSIVE CORP (PGR) - 1.27% |
| #24 | n/a (PLTR) - 0.93% | ADOBE INC (ADBE) - 1.06% |
| #25 | TEXAS INSTRUMENTS INC (TXN) - 0.86% | PARKER HANNIFIN CORP (PH) - 1.03% |
| Total Holdings | 312 | 103 |
JQUA vs SPHQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JQUA
+0.88%
SPHQ
-4.29%
3M
Winner
JQUA
+10.18%
SPHQ
+7.84%
6M
Winner
JQUA
+13.16%
SPHQ
+11.65%
1Y
JQUA
+20.92%
Winner
SPHQ
+21.42%
5Y(CAGR)
JQUA
+13.15%
Winner
SPHQ
+13.17%
10Y(CAGR)
Winner
JQUA
+14.71%
SPHQ
+14.60%
Max(CAGR)
Winner
JQUA
+14.71%
SPHQ
+10.04%
JQUA vs SPHQ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | JQUA | SPHQ |
|---|---|---|
| 2026 | +14.74% | +14.35% |
| 2025 | +12.00% | +13.53% |
| 2024 | +21.92% | +26.32% |
| 2023 | +25.36% | +25.85% |
| 2022 | -13.11% | -16.09% |
| 2021 | +30.71% | +29.54% |
| 2020 | +15.70% | +16.35% |
| 2019 | +28.30% | +33.63% |
| 2018 | -2.96% | -7.53% |
| 2017 | +5.07% | +18.59% |
| 2016 | N/A | +15.55% |
| 2015 | N/A | +1.80% |
| 2014 | N/A | +17.17% |
| 2013 | N/A | +29.38% |
| 2012 | N/A | +13.50% |
| 2011 | N/A | +5.34% |
| 2010 | N/A | +19.12% |
| 2009 | N/A | +10.06% |
| 2008 | N/A | -45.68% |
| 2007 | N/A | +16.62% |
| 2006 | N/A | +1.98% |
| 2005 | N/A | -2.05% |
JQUA vs SPHQ Drawdown Comparison
The maximum drawdown for JQUA was -32.92%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The maximum drawdown for SPHQ was -57.83%, occurring on Nov 20, 2008. Recovery took 1393 trading sessions.
The current JQUA drawdown is -0.66%. The current SPHQ drawdown is -4.87%.
| Rank | JQUA | SPHQ |
|---|---|---|
| #1 | -32.92% Feb 19, 2020 - Aug 12, 2020 | -57.83% Oct 29, 2007 - May 14, 2013 |
| #2 | -22.47% Dec 29, 2021 - Jul 13, 2023 | -31.58% Feb 12, 2020 - Aug 4, 2020 |
| #3 | -17.07% Sep 21, 2018 - Mar 21, 2019 | -25.05% Jan 4, 2022 - Jul 31, 2023 |
| #4 | -16.81% Feb 18, 2025 - Jul 3, 2025 | -22.35% May 8, 2006 - May 4, 2007 |
| #5 | -9.67% Jan 26, 2018 - Aug 9, 2018 | -20.74% Oct 1, 2018 - Apr 5, 2019 |
| #6 | -8.78% Jul 31, 2023 - Nov 20, 2023 | -16.57% Feb 19, 2025 - Jun 4, 2025 |
| #7 | -8.22% Sep 2, 2020 - Nov 11, 2020 | -11.71% Jul 19, 2007 - Sep 25, 2007 |
| #8 | -7.13% Jan 27, 2026 - Apr 15, 2026 | -9.77% Jan 26, 2018 - Aug 29, 2018 |
| #9 | -6.32% Jul 16, 2024 - Aug 19, 2024 | -8.90% Feb 27, 2026 - Apr 24, 2026 |
| #10 | -5.88% Apr 30, 2019 - Jun 19, 2019 | -8.76% Sep 2, 2020 - Nov 16, 2020 |
| #11 | -5.84% Mar 21, 2024 - Jun 17, 2024 | -8.51% Dec 1, 2015 - Mar 1, 2016 |
| #12 | -5.82% Sep 3, 2021 - Oct 25, 2021 | -8.47% Sep 1, 2023 - Dec 11, 2023 |
| #13 | -5.52% Jul 26, 2019 - Oct 28, 2019 | -8.30% May 21, 2015 - Nov 2, 2015 |
| #14 | -5.48% Dec 6, 2024 - Feb 5, 2025 | -6.82% Apr 30, 2019 - Jun 19, 2019 |
| #15 | -5.36% Oct 27, 2025 - Dec 10, 2025 | -6.68% Jul 24, 2019 - Oct 25, 2019 |
Correlation
Correlation between JQUA and SPHQ is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2008 - 2026)
JQUA vs SPHQ dividend yield comparison.
| Year | JQUA | SPHQ |
|---|---|---|
| 2026 | 0.51% | 0.57% |
| 2025 | 1.19% | 1.09% |
| 2024 | 1.24% | 1.15% |
| 2023 | 1.22% | 1.42% |
| 2022 | 1.60% | 1.85% |
| 2021 | 1.32% | 1.19% |
| 2020 | 1.44% | 1.55% |
| 2019 | 1.67% | 1.51% |
| 2018 | 2.10% | 1.85% |
| 2017 | 0.40% | 1.57% |
| 2016 | 0.00% | 1.67% |
| 2015 | 0.00% | 2.29% |
| 2014 | 0.00% | 1.66% |
| 2013 | 0.00% | 1.70% |
| 2012 | 0.00% | 1.97% |
| 2011 | 0.00% | 1.76% |
| 2010 | 0.00% | 0.59% |
| 2009 | 0.00% | 0.30% |
| 2008 | 0.00% | 0.11% |
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