JUSA vs OVM

Comparison between JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF) and OVERLAY SHARES MUNICIPAL BOND ETF (OVM, ETF).

5-Year PerformanceJUSA has outperformed OVM, delivering a return of +7.3% compared to +1.5%

JUSA vs OVM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JUSA(ETF)	OVM(ETF)
Net Assets	$36M	$36M
Expense Ratio	0.12%	0.81%
Max Drawdown	22.96%	24.24%
Sharpe Ratio	1.54	1.64
5Y Beta	0.97	0.18
P/E Ratio	27.84	N/A
Forward P/E	21.63	N/A
PEG Ratio	0.48	N/A
5Y Dividends CAGR	N/A	5.40%
5Y EPS CAGR	27.02%	N/A
Debt to Equity	14.35%	N/A
P/S Ratio	3.93	N/A
P/B Ratio	5.56	N/A

Net Assets

JUSA

$36M

Winner

OVM

$36M

Expense Ratio

Winner

JUSA

0.12%

OVM

0.81%

Max Drawdown

Winner

JUSA

22.96%

OVM

24.24%

Sharpe Ratio

JUSA

1.54

Winner

OVM

1.64

5Y Beta

JUSA

0.97

Winner

OVM

0.18

P/E Ratio

JUSA

27.84

OVM

N/A

Forward P/E

JUSA

21.63

OVM

N/A

PEG Ratio

JUSA

0.48

OVM

N/A

5Y Dividends CAGR

JUSA

N/A

OVM

5.40%

5Y EPS CAGR

JUSA

27.02%

OVM

N/A

Debt to Equity

JUSA

14.35%

OVM

N/A

P/S Ratio

JUSA

3.93

OVM

N/A

P/B Ratio

JUSA

5.56

OVM

N/A

JUSA vs OVM - Historical Returns

Returns include dividend reinvestment.

Period	JUSA	OVM
1 month	+1.49%	+0.43%
3 months	+7.81%	+1.17%
6 months	+7.58%	+3.58%
1 year	+24.65%	+11.03%
5 years(CAGR)	+7.25%	+1.47%
Max(CAGR)	+7.25%	+2.69%

Winner

JUSA

+1.49%

OVM

+0.43%

Winner

JUSA

+7.81%

OVM

+1.17%

Winner

JUSA

+7.58%

OVM

+3.58%

Winner

JUSA

+24.65%

OVM

+11.03%

5Y(CAGR)

Winner

JUSA

+7.25%

OVM

+1.47%

Max(CAGR)

Winner

JUSA

+7.25%

OVM

+2.69%

JUSA vs OVM - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	JUSA	OVM
2026	+7.66%	+3.10%
2025	+21.69%	+4.18%
2024	N/A	+3.99%
2023	+17.35%	+6.98%
2022	-17.30%	-11.22%
2021	+10.85%	+4.98%
2020	N/A	+6.00%
2019	N/A	+1.72%

JUSA vs OVM Drawdown Comparison

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

The maximum drawdown for OVM was -15.58%, occurring on Sep 30, 2022. Recovery took 694 trading sessions.

The current JUSA drawdown is -2.81%. The current OVM drawdown is -0.76%.

Rank	JUSA	OVM
#1	-22.96% Jan 4, 2022 - May 13, 2025	-15.58% Dec 28, 2021 - Oct 2, 2024
#2	-8.93% Feb 2, 2026 - Apr 14, 2026	-14.90% Feb 20, 2020 - Jul 9, 2020
#3	-5.18% Aug 30, 2021 - Oct 19, 2021	-8.20% Dec 6, 2024 - Oct 15, 2025
#4	-4.94% Oct 29, 2025 - Dec 10, 2025	-2.44% Feb 27, 2026 - Apr 30, 2026
#5	-4.26% Nov 18, 2021 - Dec 27, 2021	-2.22% Feb 12, 2021 - Apr 15, 2021
#6	-3.22% Jul 12, 2021 - Jul 23, 2021	-2.12% Oct 2, 2024 - Nov 27, 2024
#7	-2.88% Oct 8, 2025 - Oct 21, 2025	-2.06% Sep 9, 2021 - Dec 28, 2021
#8	-2.82% May 19, 2025 - Jun 3, 2025	-1.84% Aug 10, 2020 - Nov 17, 2020
#9	-2.81% Jun 2, 2026 - Jun 5, 2026	-1.50% Oct 27, 2025 - Dec 10, 2025
#10	-2.74% Dec 11, 2025 - Dec 23, 2025	-1.24% May 8, 2026 - May 27, 2026
#11	-2.73% Jan 12, 2026 - Jan 27, 2026	-1.22% Jan 14, 2026 - Feb 2, 2026
#12	-2.38% Jul 25, 2025 - Aug 12, 2025	-1.17% Dec 24, 2020 - Jan 20, 2021
#13	-1.94% May 14, 2026 - May 26, 2026	-0.82% May 7, 2021 - May 25, 2021
#14	-1.82% Aug 16, 2021 - Aug 24, 2021	-0.78% Jan 23, 2020 - Feb 11, 2020
#15	-1.47% Sep 22, 2025 - Oct 1, 2025	-0.76% Jun 4, 2026 - Jun 5, 2026