JUSA vs EELV

Comparison between JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF) and INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF (EELV, ETF).

5-Year PerformanceEELV has outperformed JUSA, delivering a return of +7.8% compared to +7.2%

JUSA vs EELV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JUSA(ETF)	EELV(ETF)
Net Assets	$424M	$423M
Expense Ratio	0.12%	0.29%
Max Drawdown	22.96%	47.27%
Sharpe Ratio	1.18	0.84
5Y Beta	0.96	0.45
P/E Ratio	27.81	N/A
Forward P/E	20.36	N/A
PEG Ratio	0.42	N/A
5Y Dividends CAGR	N/A	13.25%
5Y EPS CAGR	25.84%	N/A
Debt to Equity	18.92%	N/A
P/S Ratio	3.92	N/A
P/B Ratio	5.62	N/A

Net Assets

Winner

JUSA

$424M

EELV

$423M

Expense Ratio

Winner

JUSA

0.12%

EELV

0.29%

Max Drawdown

Winner

JUSA

22.96%

EELV

47.27%

Sharpe Ratio

Winner

JUSA

1.18

EELV

0.84

5Y Beta

JUSA

0.96

Winner

EELV

0.45

P/E Ratio

JUSA

27.81

EELV

N/A

Forward P/E

JUSA

20.36

EELV

N/A

PEG Ratio

JUSA

0.42

EELV

N/A

5Y Dividends CAGR

JUSA

N/A

EELV

13.25%

5Y EPS CAGR

JUSA

25.84%

EELV

N/A

Debt to Equity

JUSA

18.92%

EELV

N/A

P/S Ratio

JUSA

3.92

EELV

N/A

P/B Ratio

JUSA

5.62

EELV

N/A

JUSA vs EELV - Holdings Comparison

JUSA and EELV have 1 common holdings. Overlap is -0.03%

JUSA's top 25 holdings weight is 53.64%. EELV's top 25 holdings weight is 18.56%.

Rank	JUSA	EELV
#1	NVIDIA CORP (NVDA) - 7.78%	n/a (n/a) - 0.95%
#2	APPLE INC (AAPL) - 6.71%	BOROUGE PLC (n/a) - 0.93%
#3	MICROSOFT CORP (MSFT) - 4.81%	KUWAIT FINANCE HOUSE (n/a) - 0.92%
#4	AMAZON.COM INC (AMZN) - 4.01%	n/a (n/a) - 0.91%
#5	ALPHABET INC CLASS A (GOOGL) - 3.31%	CHUNGHWA TELECOM CO LTD (n/a) - 0.83%
#6	BROADCOM INC (AVGO) - 2.81%	TAIWAN HIGH SPEED RAIL CORP (n/a) - 0.81%
#7	ALPHABET INC CLASS C (GOOG) - 2.56%	BOUBYAN BANK KSC (n/a) - 0.75%
#8	META PLATFORMS INC CLASS A (META) - 2.24%	CHANG HWA COMMERCIAL BANK LTD (n/a) - 0.75%
#9	MICRON TECHNOLOGY INC (MU) - 2.04%	TAICHUNG COMMERCIAL BANK CO LTD (n/a) - 0.75%
#10	TESLA INC (TSLA) - 1.61%	TAIWAN BUSINESS BANK (n/a) - 0.75%
#11	ADVANCED MICRO DEVICES INC (AMD) - 1.36%	STARLUX AIRLINES CO LTD ORDINARY SHARES (n/a) - 0.73%
#12	ELI LILLY AND CO (LLY) - 1.31%	SAUDI TELECOM CO (n/a) - 0.73%
#13	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.26%	MEGA FINANCIAL HOLDING CO LTD (n/a) - 0.71%
#14	LAM RESEARCH CORP (LRCX) - 1.23%	SCB X PCL NVDR (n/a) - 0.70%
#15	JOHNSON & JOHNSON (JNJ) - 1.21%	THE SHANGHAI COMMERCIAL AND SAVINGS BANK (n/a) - 0.70%
#16	EXXON MOBIL CORP (XOM) - 1.17%	NEPI ROCKCASTLE NV (n/a) - 0.70%
#17	VISA INC CLASS A (V) - 1.15%	FIRST FINANCIAL HOLDING CO LTD (n/a) - 0.69%
#18	ABBVIE INC (ABBV) - 1.05%	JARIR MARKETING CO (n/a) - 0.68%
#19	MASTERCARD INC CLASS A (MA) - 1.04%	MALAYAN BANKING BHD (n/a) - 0.67%
#20	BANK OF AMERICA CORP (BAC) - 0.93%	ALRAYAN BANK SHS PARTLY PAID (n/a) - 0.67%
#21	RTX CORP (RTX) - 0.89%	n/a (n/a) - 0.66%
#22	JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 0.83%	TAIWAN MOBILE CO LTD (n/a) - 0.66%
#23	WELLS FARGO & CO (WFC) - 0.81%	MOBILE TELECOMMUNICATIONS CO KSC (n/a) - 0.65%
#24	UNITEDHEALTH GROUP INC (UNH) - 0.77%	IOI CORP BHD (n/a) - 0.63%
#25	INTEL CORP (INTC) - 0.75%	NATIONAL BANK OF KUWAIT SAK (n/a) - 0.63%
Total Holdings	254	222

JUSA vs EELV - Historical Returns

Returns include dividend reinvestment.

Period	JUSA	EELV
1 month	+0.63%	+0.55%
3 months	+6.11%	-1.15%
6 months	+9.71%	+2.31%
1 year	+19.20%	+13.46%
5 years(CAGR)	+7.23%	+7.78%
10 years(CAGR)	N/A	+6.42%
Max(CAGR)	+7.47%	+4.36%

Winner

JUSA

+0.63%

EELV

+0.55%

Winner

JUSA

+6.11%

EELV

-1.15%

Winner

JUSA

+9.71%

EELV

+2.31%

Winner

JUSA

+19.20%

EELV

+13.46%

5Y(CAGR)

JUSA

+7.23%

Winner

EELV

+7.78%

10Y(CAGR)

JUSA

N/A

EELV

+6.42%

Max(CAGR)

Winner

JUSA

+7.47%

EELV

+4.36%

JUSA vs EELV - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	JUSA	EELV
2026	+9.73%	+5.31%
2025	+21.69%	+22.38%
2024	N/A	+2.28%
2023	+17.35%	+9.09%
2022	-17.30%	-3.22%
2021	+10.85%	+16.19%
2020	N/A	-4.69%
2019	N/A	+8.94%
2018	N/A	-6.85%
2017	N/A	+24.52%
2016	N/A	+7.76%
2015	N/A	-17.71%
2014	N/A	-2.23%
2013	N/A	-2.50%
2012	N/A	+17.60%

JUSA vs EELV Drawdown Comparison

The maximum drawdown for JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.

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

The current JUSA drawdown is -0.95%. The current EELV drawdown is -2.89%.

Rank	JUSA	EELV
#1	-22.96% Jan 4, 2022 - May 13, 2025	-36.30% Jan 26, 2018 - Apr 19, 2021
#2	-8.93% Feb 2, 2026 - Apr 14, 2026	-34.89% Sep 5, 2014 - Jan 22, 2018
#3	-5.18% Aug 30, 2021 - Oct 19, 2021	-19.05% Apr 13, 2022 - May 15, 2024
#4	-4.94% Oct 29, 2025 - Dec 10, 2025	-16.55% May 8, 2013 - Aug 19, 2014
#5	-4.36% Jun 2, 2026 - Jun 10, 2026	-11.78% Sep 26, 2024 - May 13, 2025
#6	-4.26% Nov 18, 2021 - Dec 27, 2021	-10.11% May 1, 2012 - Aug 16, 2012
#7	-3.22% Jul 12, 2021 - Jul 23, 2021	-8.22% Feb 24, 2026 - Mar 20, 2026
#8	-2.88% Oct 8, 2025 - Oct 21, 2025	-5.54% Feb 16, 2022 - Apr 13, 2022
#9	-2.82% May 19, 2025 - Jun 3, 2025	-4.87% May 7, 2021 - Jun 1, 2021
#10	-2.74% Dec 11, 2025 - Dec 23, 2025	-4.33% Nov 12, 2021 - Jan 10, 2022
#11	-2.73% Jan 12, 2026 - Jan 27, 2026	-4.01% Apr 2, 2012 - May 1, 2012
#12	-2.38% Jul 25, 2025 - Aug 12, 2025	-3.83% Jul 31, 2024 - Aug 13, 2024
#13	-1.94% May 14, 2026 - May 26, 2026	-3.72% Jun 2, 2021 - Aug 30, 2021
#14	-1.82% Aug 16, 2021 - Aug 24, 2021	-3.65% Mar 1, 2012 - Apr 2, 2012
#15	-1.47% Sep 22, 2025 - Oct 1, 2025	-3.55% Mar 8, 2013 - Apr 30, 2013

Correlation

Correlation between JUSA and EELV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2012 - 2026)

JUSA vs EELV dividend yield comparison.

Year	JUSA	EELV
2026	0.26%	2.45%
2025	0.77%	3.75%
2024	0.00%	4.70%
2023	0.00%	4.00%
2022	1.57%	3.46%
2021	0.53%	4.35%
2020	0.00%	2.82%
2019	0.00%	3.14%
2018	0.00%	5.50%
2017	0.00%	2.92%
2016	0.00%	2.29%
2015	0.00%	2.53%
2014	0.00%	3.25%
2013	0.00%	2.10%
2012	0.00%	0.98%