JUSA vs KBWD
Comparison between JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF) and INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF (KBWD, ETF).
5-Year PerformanceJUSA has outperformed KBWD, delivering a return of +7.2% compared to +1.3%
JUSA vs KBWD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JUSA
$424M
KBWD
$424M
Expense Ratio
Winner
JUSA
0.12%
KBWD
5.39%
Max Drawdown
Winner
JUSA
22.96%
KBWD
65.17%
Sharpe Ratio
Winner
JUSA
1.18
KBWD
-0.18
5Y Beta
JUSA
0.96
Winner
KBWD
0.72
P/E Ratio
JUSA
27.81
Winner
KBWD
17.62
Forward P/E
JUSA
20.36
Winner
KBWD
7.79
PEG Ratio
JUSA
0.42
Winner
KBWD
0.29
5Y Dividends CAGR
JUSA
N/A
KBWD
4.44%
5Y EPS CAGR
Winner
JUSA
25.84%
KBWD
-15.67%
Debt to Equity
Winner
JUSA
18.92%
KBWD
81.83%
P/S Ratio
JUSA
3.92
Winner
KBWD
2.44
P/B Ratio
JUSA
5.62
Winner
KBWD
0.84
JUSA vs KBWD - Holdings Comparison
JUSA and KBWD have 1 common holdings. Overlap is -0.01%
JUSA's top 25 holdings weight is 53.64%. KBWD's top 25 holdings weight is 76.31%.
| Rank | JUSA | KBWD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.78% | INVESCO MORTGAGE CAPITAL INC (IVR) - 4.23% |
| #2 | APPLE INC (AAPL) - 6.71% | ORCHID ISLAND CAPITAL INC (ORC) - 4.21% |
| #3 | MICROSOFT CORP (MSFT) - 4.81% | ARMOUR RESIDENTIAL REIT INC (ARR) - 3.92% |
| #4 | AMAZON.COM INC (AMZN) - 4.01% | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 3.71% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.31% | DYNEX CAPITAL INC (DX) - 3.63% |
| #6 | BROADCOM INC (AVGO) - 2.81% | GOLDMAN SACHS BDC INC (GSBD) - 3.59% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.56% | FS KKR CAPITAL CORP (FSK) - 3.48% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.24% | MFA FINANCIAL INC (MFA) - 3.48% |
| #9 | MICRON TECHNOLOGY INC (MU) - 2.04% | AGNC INVESTMENT CORP (AGNC) - 3.45% |
| #10 | TESLA INC (TSLA) - 1.61% | PENNANTPARK FLOATING RATE CAPITAL LTD (PFLT) - 3.21% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.36% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 3.13% |
| #12 | ELI LILLY AND CO (LLY) - 1.31% | CARLYLE SECURED LENDING INC (CGBD) - 3.09% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.26% | TRINITY CAPITAL INC ORDINARY SHARES (TRIN) - 3.04% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.23% | THE WESTERN UNION CO (WU) - 2.74% |
| #15 | JOHNSON & JOHNSON (JNJ) - 1.21% | NEW MOUNTAIN FINANCE CORP (NMFC) - 2.66% |
| #16 | EXXON MOBIL CORP (XOM) - 1.17% | REDWOOD TRUST INC (RWT) - 2.60% |
| #17 | VISA INC CLASS A (V) - 1.15% | ARBOR REALTY TRUST INC (ABR) - 2.60% |
| #18 | ABBVIE INC (ABBV) - 1.05% | TWO HARBORS INVESTMENT CORP (TWO) - 2.59% |
| #19 | MASTERCARD INC CLASS A (MA) - 1.04% | CRESCENT CAPITAL BDC INC ORDINARY SHARES (CCAP) - 2.58% |
| #20 | BANK OF AMERICA CORP (BAC) - 0.93% | NUVEEN CHURCHILL DIRECT LENDING CORP (NCDL) - 2.57% |
| #21 | RTX CORP (RTX) - 0.89% | BLUE OWL CAPITAL CORP ORDINARY SHARES (OBDC) - 2.54% |
| #22 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 0.83% | MIDCAP FINANCIAL INVESTMENT CORP (MFIC) - 2.51% |
| #23 | WELLS FARGO & CO (WFC) - 0.81% | ADAMAS TRUST INC (ADAM) - 2.39% |
| #24 | UNITEDHEALTH GROUP INC (UNH) - 0.77% | UWM HOLDINGS CORP ORDINARY SHARES CLASS A (UWMC) - 2.23% |
| #25 | INTEL CORP (INTC) - 0.75% | ALLIANCEBERNSTEIN HOLDING LP (AB) - 2.13% |
| Total Holdings | 254 | 42 |
JUSA vs KBWD - Historical Returns
Returns include dividend reinvestment.
1M
JUSA
+0.63%
Winner
KBWD
+3.47%
3M
Winner
JUSA
+6.11%
KBWD
-3.35%
6M
Winner
JUSA
+9.71%
KBWD
-9.05%
1Y
Winner
JUSA
+19.20%
KBWD
+0.12%
5Y(CAGR)
Winner
JUSA
+7.23%
KBWD
+1.32%
10Y(CAGR)
JUSA
N/A
KBWD
+4.70%
Max(CAGR)
Winner
JUSA
+7.47%
KBWD
+5.70%
JUSA vs KBWD - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | JUSA | KBWD |
|---|---|---|
| 2026 | +9.73% | -4.09% |
| 2025 | +21.69% | +4.97% |
| 2024 | N/A | +3.57% |
| 2023 | +17.35% | +18.07% |
| 2022 | -17.30% | -20.04% |
| 2021 | +10.85% | +34.26% |
| 2020 | N/A | -15.52% |
| 2019 | N/A | +19.44% |
| 2018 | N/A | -8.64% |
| 2017 | N/A | +10.24% |
| 2016 | N/A | +20.65% |
| 2015 | N/A | -10.90% |
| 2014 | N/A | +8.90% |
| 2013 | N/A | +14.97% |
| 2012 | N/A | +14.65% |
| 2011 | N/A | -1.23% |
| 2010 | N/A | +3.90% |
JUSA vs KBWD Drawdown Comparison
The maximum drawdown for JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.
The maximum drawdown for KBWD was -58.56%, occurring on Apr 3, 2020. Recovery took 297 trading sessions.
The current JUSA drawdown is -0.95%. The current KBWD drawdown is -9.92%.
| Rank | JUSA | KBWD |
|---|---|---|
| #1 | -22.96% Jan 4, 2022 - May 13, 2025 | -58.56% Feb 20, 2020 - Apr 26, 2021 |
| #2 | -8.93% Feb 2, 2026 - Apr 14, 2026 | -30.73% Nov 8, 2021 - Jul 16, 2024 |
| #3 | -5.18% Aug 30, 2021 - Oct 19, 2021 | -29.10% Apr 23, 2015 - Nov 11, 2016 |
| #4 | -4.94% Oct 29, 2025 - Dec 10, 2025 | -19.65% Feb 19, 2025 - Jan 8, 2026 |
| #5 | -4.36% Jun 2, 2026 - Jun 10, 2026 | -18.44% Aug 30, 2018 - Nov 7, 2019 |
| #6 | -4.26% Nov 18, 2021 - Dec 27, 2021 | -17.67% Jul 7, 2011 - Jan 20, 2012 |
| #7 | -3.22% Jul 12, 2021 - Jul 23, 2021 | -15.03% Jan 16, 2026 - Mar 27, 2026 |
| #8 | -2.88% Oct 8, 2025 - Oct 21, 2025 | -12.94% Sep 14, 2012 - Jan 17, 2013 |
| #9 | -2.82% May 19, 2025 - Jun 3, 2025 | -9.70% May 17, 2013 - Oct 22, 2013 |
| #10 | -2.74% Dec 11, 2025 - Dec 23, 2025 | -8.75% Jul 23, 2024 - Nov 29, 2024 |
| #11 | -2.73% Jan 12, 2026 - Jan 27, 2026 | -8.48% Oct 20, 2017 - Apr 27, 2018 |
| #12 | -2.38% Jul 25, 2025 - Aug 12, 2025 | -7.79% Jun 8, 2021 - Oct 14, 2021 |
| #13 | -1.94% May 14, 2026 - May 26, 2026 | -6.82% Nov 29, 2024 - Jan 31, 2025 |
| #14 | -1.82% Aug 16, 2021 - Aug 24, 2021 | -6.33% Apr 27, 2017 - Aug 1, 2017 |
| #15 | -1.47% Sep 22, 2025 - Oct 1, 2025 | -5.94% Apr 27, 2012 - Jun 19, 2012 |
Correlation
Correlation between JUSA and KBWD is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2011 - 2026)
JUSA vs KBWD dividend yield comparison.
| Year | JUSA | KBWD |
|---|---|---|
| 2026 | 0.26% | 8.17% |
| 2025 | 0.77% | 12.83% |
| 2024 | 0.00% | 12.45% |
| 2023 | 0.00% | 11.45% |
| 2022 | 1.57% | 11.32% |
| 2021 | 0.53% | 7.26% |
| 2020 | 0.00% | 9.68% |
| 2019 | 0.00% | 8.63% |
| 2018 | 0.00% | 9.47% |
| 2017 | 0.00% | 8.77% |
| 2016 | 0.00% | 8.68% |
| 2015 | 0.00% | 8.89% |
| 2014 | 0.00% | 8.31% |
| 2013 | 0.00% | 7.68% |
| 2012 | 0.00% | 9.03% |
| 2011 | 0.00% | 13.00% |
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