JUSA vs FAN
Comparison between JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF) and FIRST TRUST GLOBAL WIND ENERGY ETF (FAN, ETF).
5-Year PerformanceJUSA has outperformed FAN, delivering a return of +7.6% compared to +4.8%
JUSA vs FAN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JUSA
$319M
Winner
FAN
$320M
Expense Ratio
Winner
JUSA
0.12%
FAN
0.60%
Max Drawdown
Winner
JUSA
22.96%
FAN
80.62%
Sharpe Ratio
Winner
JUSA
1.62
FAN
1.61
5Y Beta
JUSA
0.97
Winner
FAN
0.69
P/E Ratio
JUSA
27.17
FAN
N/A
Forward P/E
JUSA
21.05
FAN
N/A
PEG Ratio
JUSA
0.42
FAN
N/A
5Y Dividends CAGR
JUSA
N/A
FAN
2.09%
5Y EPS CAGR
JUSA
26.72%
FAN
N/A
Debt to Equity
JUSA
16.10%
FAN
N/A
JUSA vs FAN - Holdings Comparison
JUSA and FAN have 3 common holdings. Overlap is 1.02%
JUSA's top 25 holdings weight is 54.62%. FAN's top 25 holdings weight is 82.61%.
| Rank | JUSA | FAN |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.82% | ORSTED AS (n/a) - 8.28% |
| #2 | APPLE INC (AAPL) - 6.93% | VESTAS WIND SYSTEMS AS (n/a) - 8.04% |
| #3 | MICROSOFT CORP (MSFT) - 5.26% | NORDEX SE AKT. NACH KAPITALHERABSETZUNG (n/a) - 7.06% |
| #4 | AMAZON.COM INC (AMZN) - 4.41% | EDP RENEWABLES SA (n/a) - 6.69% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.61% | NORTHLAND POWER INC (NPIFF) - 5.79% |
| #6 | BROADCOM INC (AVGO) - 3.23% | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 5.56% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.59% | BORALEX INC CLASS A (BRLXF) - 3.32% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.28% | ENERGIX-RENEWABLE ENERGIES LTD (n/a) - 2.75% |
| #9 | TESLA INC (TSLA) - 1.59% | PRYSMIAN SPA (n/a) - 2.69% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.42% | CHINA LONGYUAN POWER GROUP CORP LTD CLASS H (n/a) - 2.62% |
| #11 | EXXON MOBIL CORP (XOM) - 1.41% | THE TIMKEN CO (TKR) - 2.50% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.30% | ARCOSA INC (ACA) - 2.35% |
| #13 | VISA INC CLASS A (V) - 1.16% | ERG SPA (n/a) - 2.32% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.12% | GE VERNOVA INC (GEV) - 2.08% |
| #15 | ELI LILLY AND CO (LLY) - 1.11% | CLEARWAY ENERGY INC CLASS C (CWEN) - 2.01% |
| #16 | MASTERCARD INC CLASS A (MA) - 1.00% | RWE AG CLASS A (n/a) - 1.99% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 0.94% | ALLIANT ENERGY CORP (LNT) - 1.98% |
| #18 | ABBVIE INC (ABBV) - 0.91% | IBERDROLA SA (n/a) - 1.92% |
| #19 | LAM RESEARCH CORP (LRCX) - 0.88% | ACCIONA SA (n/a) - 1.89% |
| #20 | RTX CORP (RTX) - 0.82% | ENEL SPA (n/a) - 1.84% |
| #21 | BANK OF AMERICA CORP (BAC) - 0.78% | BKW AG (n/a) - 1.82% |
| #22 | WALMART INC (WMT) - 0.78% | ENGIE SA (n/a) - 1.79% |
| #23 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 0.77% | NEXTERA ENERGY INC (NEE) - 1.79% |
| #24 | TEXAS INSTRUMENTS INC (TXN) - 0.76% | HITACHI LTD (n/a) - 1.78% |
| #25 | WELLS FARGO & CO (WFC) - 0.74% | SKF AB CLASS B (n/a) - 1.75% |
| Total Holdings | 246 | 53 |
JUSA vs FAN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JUSA
+1.49%
FAN
-4.87%
3M
Winner
JUSA
+13.10%
FAN
+3.98%
6M
JUSA
+10.84%
Winner
FAN
+22.61%
1Y
JUSA
+25.81%
Winner
FAN
+41.08%
5Y(CAGR)
Winner
JUSA
+7.57%
FAN
+4.82%
10Y(CAGR)
JUSA
N/A
FAN
+9.54%
Max(CAGR)
Winner
JUSA
+7.57%
FAN
+1.03%
JUSA vs FAN - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | JUSA | FAN |
|---|---|---|
| 2026 | +9.52% | +16.85% |
| 2025 | +21.69% | +39.24% |
| 2024 | N/A | -7.56% |
| 2023 | +17.35% | -3.92% |
| 2022 | -17.30% | -14.43% |
| 2021 | +10.85% | -14.12% |
| 2020 | N/A | +61.13% |
| 2019 | N/A | +31.68% |
| 2018 | N/A | -12.10% |
| 2017 | N/A | +15.91% |
| 2016 | N/A | +10.50% |
| 2015 | N/A | +10.74% |
| 2014 | N/A | -7.62% |
| 2013 | N/A | +62.57% |
| 2012 | N/A | -13.58% |
| 2011 | N/A | -23.42% |
| 2010 | N/A | -32.37% |
| 2009 | N/A | +19.44% |
| 2008 | N/A | -56.68% |
JUSA vs FAN Drawdown Comparison
The maximum drawdown for JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.
The maximum drawdown for FAN was -79.84%, occurring on Jul 24, 2012. Recovery took 3145 trading sessions.
The current JUSA drawdown is -1.14%. The current FAN drawdown is -8.85%.
| Rank | JUSA | FAN |
|---|---|---|
| #1 | -22.96% Jan 4, 2022 - May 13, 2025 | -79.84% Jun 27, 2008 - Dec 23, 2020 |
| #2 | -8.93% Feb 2, 2026 - Apr 14, 2026 | -46.30% Jan 7, 2021 - Feb 25, 2026 |
| #3 | -5.18% Aug 30, 2021 - Oct 19, 2021 | -11.13% May 6, 2026 - Jun 10, 2026 |
| #4 | -4.94% Oct 29, 2025 - Dec 10, 2025 | -5.26% Mar 2, 2026 - Mar 31, 2026 |
| #5 | -4.36% Jun 2, 2026 - Jun 10, 2026 | -2.11% Apr 27, 2026 - Apr 30, 2026 |
| #6 | -4.26% Nov 18, 2021 - Dec 27, 2021 | -2.05% Apr 14, 2026 - Apr 23, 2026 |
| #7 | -3.22% Jul 12, 2021 - Jul 23, 2021 | -1.59% Apr 30, 2026 - May 5, 2026 |
| #8 | -2.88% Oct 8, 2025 - Oct 21, 2025 | -0.47% Apr 10, 2026 - Apr 14, 2026 |
| #9 | -2.82% May 19, 2025 - Jun 3, 2025 | -0.34% Dec 30, 2020 - Jan 4, 2021 |
| #10 | -2.74% Dec 11, 2025 - Dec 23, 2025 | N/A |
| #11 | -2.73% Jan 12, 2026 - Jan 27, 2026 | N/A |
| #12 | -2.38% Jul 25, 2025 - Aug 12, 2025 | N/A |
| #13 | -1.94% May 14, 2026 - May 26, 2026 | N/A |
| #14 | -1.82% Aug 16, 2021 - Aug 24, 2021 | N/A |
| #15 | -1.47% Sep 22, 2025 - Oct 1, 2025 | N/A |
Correlation
Correlation between JUSA and FAN is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2008 - 2026)
JUSA vs FAN dividend yield comparison.
| Year | JUSA | FAN |
|---|---|---|
| 2026 | 0.17% | 0.00% |
| 2025 | 0.77% | 1.35% |
| 2024 | 0.00% | 1.52% |
| 2023 | 0.00% | 1.71% |
| 2022 | 1.57% | 1.50% |
| 2021 | 0.53% | 1.79% |
| 2020 | 0.00% | 0.84% |
| 2019 | 0.00% | 2.42% |
| 2018 | 0.00% | 2.67% |
| 2017 | 0.00% | 2.59% |
| 2016 | 0.00% | 6.04% |
| 2015 | 0.00% | 2.35% |
| 2014 | 0.00% | 2.61% |
| 2013 | 0.00% | 0.71% |
| 2012 | 0.00% | 1.63% |
| 2011 | 0.00% | 0.74% |
| 2010 | 0.00% | 0.90% |
| 2009 | 0.00% | 2.14% |
| 2008 | 0.00% | 0.32% |
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