JUSA vs APLU
Comparison between JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF) and ALLSPRING CORE PLUS ETF (APLU, ETF).
JUSA vs APLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JUSA
$424M
Winner
APLU
$425M
Expense Ratio
Winner
JUSA
0.12%
APLU
0.31%
Max Drawdown
JUSA
22.96%
Winner
APLU
4.66%
Sharpe Ratio
Winner
JUSA
1.18
APLU
0.02
5Y Beta
JUSA
0.96
Winner
APLU
0.07
P/E Ratio
JUSA
27.81
APLU
N/A
Forward P/E
JUSA
20.36
APLU
N/A
PEG Ratio
JUSA
0.42
APLU
N/A
5Y EPS CAGR
JUSA
25.84%
APLU
N/A
Debt to Equity
JUSA
18.92%
APLU
N/A
P/S Ratio
JUSA
3.92
APLU
N/A
P/B Ratio
JUSA
5.62
APLU
N/A
JUSA vs APLU - Holdings Comparison
JUSA and APLU have 1 common holdings. Overlap is -0.33%
JUSA's top 25 holdings weight is 53.64%. APLU's top 25 holdings weight is 31.00%.
| Rank | JUSA | APLU |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.78% | n/a (n/a) - 6.62% |
| #2 | APPLE INC (AAPL) - 6.71% | UNITED STATES TREASURY BONDS 4.625% (n/a) - 4.79% |
| #3 | MICROSOFT CORP (MSFT) - 4.81% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 2.06% |
| #4 | AMAZON.COM INC (AMZN) - 4.01% | UNITED STATES TREASURY NOTES 4.375% (n/a) - 1.68% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.31% | n/a (n/a) - 1.51% |
| #6 | BROADCOM INC (AVGO) - 2.81% | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 1.15% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.56% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.12% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.24% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 1.06% |
| #9 | MICRON TECHNOLOGY INC (MU) - 2.04% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.99% |
| #10 | TESLA INC (TSLA) - 1.61% | n/a (n/a) - 0.98% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.36% | VANGUARD INTERM-TERM CORP BD ETF (VCIT) - 0.86% |
| #12 | ELI LILLY AND CO (LLY) - 1.31% | n/a (n/a) - 0.85% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.26% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 0.79% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.23% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.72% |
| #15 | JOHNSON & JOHNSON (JNJ) - 1.21% | UNITED STATES TREASURY BONDS 5% (n/a) - 0.69% |
| #16 | EXXON MOBIL CORP (XOM) - 1.17% | VANGUARD SHORT-TERM CORPORATE BOND ETF (VCSH) - 0.59% |
| #17 | VISA INC CLASS A (V) - 1.15% | SECRETARIA DO TESOURO NACIONAL 10% (n/a) - 0.58% |
| #18 | ABBVIE INC (ABBV) - 1.05% | ISHARES BROAD USD HIGH YIELD CORP BD ETF (USHY) - 0.54% |
| #19 | MASTERCARD INC CLASS A (MA) - 1.04% | n/a (n/a) - 0.54% |
| #20 | BANK OF AMERICA CORP (BAC) - 0.93% | UNITED STATES TREASURY NOTES 4.125% (n/a) - 0.51% |
| #21 | RTX CORP (RTX) - 0.89% | n/a (n/a) - 0.51% |
| #22 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 0.83% | n/a (n/a) - 0.48% |
| #23 | WELLS FARGO & CO (WFC) - 0.81% | AUSTRALIA (COMMONWEALTH OF) 2.25% (n/a) - 0.48% |
| #24 | UNITEDHEALTH GROUP INC (UNH) - 0.77% | UNITED STATES TREASURY BONDS 4.75% (n/a) - 0.48% |
| #25 | INTEL CORP (INTC) - 0.75% | COLOMBIA (REPUBLIC OF) 5.75% (n/a) - 0.42% |
| Total Holdings | 254 | 442 |
JUSA vs APLU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JUSA
+0.63%
APLU
-0.50%
3M
Winner
JUSA
+6.11%
APLU
-0.80%
6M
Winner
JUSA
+9.71%
APLU
-0.19%
1Y
Winner
JUSA
+19.20%
APLU
+3.48%
5Y(CAGR)
JUSA
+7.23%
APLU
N/A
Max(CAGR)
Winner
JUSA
+7.47%
APLU
+3.16%
JUSA vs APLU - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | JUSA | APLU |
|---|---|---|
| 2026 | +9.73% | +0.01% |
| 2025 | +21.69% | +7.35% |
| 2024 | N/A | -1.93% |
| 2023 | +17.35% | N/A |
| 2022 | -17.30% | N/A |
| 2021 | +10.85% | N/A |
JUSA vs APLU Drawdown Comparison
The maximum drawdown for JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.
The maximum drawdown for APLU was -3.24%, occurring on Jan 13, 2025. Recovery took 52 trading sessions.
The current JUSA drawdown is -0.95%. The current APLU drawdown is -1.87%.
| Rank | JUSA | APLU |
|---|---|---|
| #1 | -22.96% Jan 4, 2022 - May 13, 2025 | -3.24% Dec 6, 2024 - Feb 25, 2025 |
| #2 | -8.93% Feb 2, 2026 - Apr 14, 2026 | -2.85% Apr 7, 2025 - Jun 26, 2025 |
| #3 | -5.18% Aug 30, 2021 - Oct 19, 2021 | -2.84% Feb 27, 2026 - Mar 26, 2026 |
| #4 | -4.94% Oct 29, 2025 - Dec 10, 2025 | -1.28% Oct 22, 2025 - Jan 14, 2026 |
| #5 | -4.36% Jun 2, 2026 - Jun 10, 2026 | -1.02% Jun 30, 2025 - Aug 1, 2025 |
| #6 | -4.26% Nov 18, 2021 - Dec 27, 2021 | -1.01% Mar 3, 2025 - Apr 3, 2025 |
| #7 | -3.22% Jul 12, 2021 - Jul 23, 2021 | -0.84% Aug 19, 2025 - Aug 28, 2025 |
| #8 | -2.88% Oct 8, 2025 - Oct 21, 2025 | -0.72% Sep 16, 2025 - Oct 13, 2025 |
| #9 | -2.82% May 19, 2025 - Jun 3, 2025 | -0.66% Jan 14, 2026 - Feb 5, 2026 |
| #10 | -2.74% Dec 11, 2025 - Dec 23, 2025 | -0.42% Aug 7, 2025 - Aug 13, 2025 |
| #11 | -2.73% Jan 12, 2026 - Jan 27, 2026 | -0.38% Aug 13, 2025 - Aug 19, 2025 |
| #12 | -2.38% Jul 25, 2025 - Aug 12, 2025 | -0.30% Aug 28, 2025 - Sep 3, 2025 |
| #13 | -1.94% May 14, 2026 - May 26, 2026 | -0.20% Feb 17, 2026 - Feb 23, 2026 |
| #14 | -1.82% Aug 16, 2021 - Aug 24, 2021 | -0.19% Sep 8, 2025 - Sep 11, 2025 |
| #15 | -1.47% Sep 22, 2025 - Oct 1, 2025 | -0.18% Aug 5, 2025 - Aug 7, 2025 |
Correlation
Correlation between JUSA and APLU is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2021 - 2026)
JUSA vs APLU dividend yield comparison.
| Year | JUSA | APLU |
|---|---|---|
| 2026 | 0.26% | 2.24% |
| 2025 | 0.77% | 5.13% |
| 2024 | 0.00% | 0.44% |
| 2022 | 1.57% | 0.00% |
| 2021 | 0.53% | 0.00% |
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