JUSA vs OAKG
Comparison between JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF) and OAKMARK GLOBAL LARGE CAP ETF (OAKG, ETF).
JUSA vs OAKG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JUSA
$36M
OAKG
$36M
Expense Ratio
Winner
JUSA
0.12%
OAKG
0.62%
Max Drawdown
JUSA
22.96%
Winner
OAKG
11.52%
Sharpe Ratio
Winner
JUSA
1.54
OAKG
-0.50
5Y Beta
JUSA
0.97
Winner
OAKG
0.87
P/E Ratio
JUSA
27.84
OAKG
N/A
Forward P/E
JUSA
21.63
OAKG
N/A
PEG Ratio
JUSA
0.48
OAKG
N/A
5Y EPS CAGR
JUSA
27.02%
OAKG
N/A
Debt to Equity
JUSA
14.35%
OAKG
N/A
P/S Ratio
JUSA
3.93
OAKG
N/A
P/B Ratio
JUSA
5.56
OAKG
N/A
JUSA vs OAKG - Holdings Comparison
JUSA and OAKG have 16 common holdings. Overlap is 6.32%
JUSA's top 25 holdings weight is 54.62%. OAKG's top 25 holdings weight is 61.28%.
| Rank | JUSA | OAKG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.82% | BNP PARIBAS ACT. CAT.A (n/a) - 3.38% |
| #2 | APPLE INC (AAPL) - 6.93% | IQVIA HOLDINGS INC (IQV) - 3.26% |
| #3 | MICROSOFT CORP (MSFT) - 5.26% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 3.22% |
| #4 | AMAZON.COM INC (AMZN) - 4.41% | SUNBELT RENTALS HOLDINGS INC (SUNB) - 3.01% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.61% | ADIDAS AG (n/a) - 2.92% |
| #6 | BROADCOM INC (AVGO) - 3.23% | SALESFORCE INC (CRM) - 2.72% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.59% | ELEVANCE HEALTH INC (ELV) - 2.66% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.28% | SYSCO CORP (SYY) - 2.64% |
| #9 | TESLA INC (TSLA) - 1.59% | JULIUS BAER GRUPPE AG (n/a) - 2.52% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.42% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.47% |
| #11 | EXXON MOBIL CORP (XOM) - 1.41% | SAMSUNG ELECTRONICS CO LTD PARTICIPATING PREFERRED (n/a) - 2.44% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.30% | DASSAULT SYSTEMES SE (n/a) - 2.33% |
| #13 | VISA INC CLASS A (V) - 1.16% | HEXAGON AB ADR (HXGBY) - 2.32% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.12% | GLENCORE PLC (n/a) - 2.29% |
| #15 | ELI LILLY AND CO (LLY) - 1.11% | BAYER AG (n/a) - 2.28% |
| #16 | MASTERCARD INC CLASS A (MA) - 1.00% | KEURIG DR PEPPER INC (KDP) - 2.26% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 0.94% | DAIMLER TRUCK HOLDING AG COMMON STOCK (n/a) - 2.21% |
| #18 | ABBVIE INC (ABBV) - 0.91% | CNH INDUSTRIAL NV (CNH) - 2.16% |
| #19 | LAM RESEARCH CORP (LRCX) - 0.88% | DSV AS (n/a) - 2.09% |
| #20 | RTX CORP (RTX) - 0.82% | SYMRISE AG (n/a) - 2.07% |
| #21 | BANK OF AMERICA CORP (BAC) - 0.78% | WILLIS TOWERS WATSON PLC (WTW) - 2.05% |
| #22 | WALMART INC (WMT) - 0.78% | ALPHABET INC CLASS A (GOOGL) - 2.01% |
| #23 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 0.77% | SAP SE (n/a) - 2.00% |
| #24 | TEXAS INSTRUMENTS INC (TXN) - 0.76% | INTERCONTINENTAL EXCHANGE INC (ICE) - 2.00% |
| #25 | WELLS FARGO & CO (WFC) - 0.74% | BAYERISCHE MOTOREN WERKE AG (n/a) - 1.97% |
| Total Holdings | 246 | 55 |
JUSA vs OAKG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JUSA
+1.49%
OAKG
+0.15%
3M
Winner
JUSA
+7.81%
OAKG
-0.79%
6M
Winner
JUSA
+7.58%
OAKG
-2.33%
1Y
JUSA
+24.65%
OAKG
N/A
5Y(CAGR)
JUSA
+7.25%
OAKG
N/A
Max(CAGR)
Winner
JUSA
+7.25%
OAKG
-4.78%
JUSA vs OAKG - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | JUSA | OAKG |
|---|---|---|
| 2026 | +7.66% | -2.54% |
| 2025 | +21.69% | -0.00% |
| 2023 | +17.35% | N/A |
| 2022 | -17.30% | N/A |
| 2021 | +10.85% | N/A |
JUSA vs OAKG Drawdown Comparison
The maximum drawdown for JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.
The maximum drawdown for OAKG was -11.52%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current JUSA drawdown is -2.81%. The current OAKG drawdown is -5.94%.
| Rank | JUSA | OAKG |
|---|---|---|
| #1 | -22.96% Jan 4, 2022 - May 13, 2025 | -11.52% Jan 14, 2026 - Mar 30, 2026 |
| #2 | -8.93% Feb 2, 2026 - Apr 14, 2026 | -1.51% Dec 11, 2025 - Dec 26, 2025 |
| #3 | -5.18% Aug 30, 2021 - Oct 19, 2021 | -0.99% Jan 9, 2026 - Jan 14, 2026 |
| #4 | -4.94% Oct 29, 2025 - Dec 10, 2025 | -0.64% Jan 6, 2026 - Jan 8, 2026 |
| #5 | -4.26% Nov 18, 2021 - Dec 27, 2021 | -0.43% Dec 30, 2025 - Jan 5, 2026 |
| #6 | -3.22% Jul 12, 2021 - Jul 23, 2021 | -0.10% Dec 26, 2025 - Dec 30, 2025 |
| #7 | -2.88% Oct 8, 2025 - Oct 21, 2025 | N/A |
| #8 | -2.82% May 19, 2025 - Jun 3, 2025 | N/A |
| #9 | -2.81% Jun 2, 2026 - Jun 5, 2026 | N/A |
| #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 OAKG is -0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.00
-101
Dividend Comparison (2021 - 2026)
JUSA vs OAKG dividend yield comparison.
| Year | JUSA | OAKG |
|---|---|---|
| 2026 | 0.17% | 0.00% |
| 2025 | 0.77% | 0.04% |
| 2022 | 1.57% | 0.00% |
| 2021 | 0.53% | 0.00% |
Select Stocks to Compare
Popular: JUSA vs SPYOAKG vs SPY
More Comparisons
Compare with similar stocks