JUSA vs PFN
Comparison between JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF) and Pimco Income Strategy Fund II (PFN, ETF).
5-Year PerformanceJUSA has outperformed PFN, delivering a return of +7.0% compared to +2.0%
JUSA vs PFN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JUSA vs PFN - Historical Returns
Returns include dividend reinvestment.
JUSA vs PFN - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | JUSA | PFN |
|---|---|---|
| 2026 | +12.18% | +0.91% |
| 2025 | +21.69% | +12.74% |
| 2024 | N/A | +16.06% |
| 2023 | +17.35% | +11.99% |
| 2022 | -17.30% | -18.28% |
| 2021 | +10.85% | +5.17% |
| 2020 | N/A | +4.04% |
| 2019 | N/A | +19.93% |
| 2018 | N/A | +0.98% |
| 2017 | N/A | +20.10% |
| 2016 | N/A | +21.11% |
| 2015 | N/A | -2.71% |
| 2014 | N/A | +8.91% |
| 2013 | N/A | -3.50% |
| 2012 | N/A | +35.74% |
| 2011 | N/A | -0.08% |
| 2010 | N/A | +10.90% |
| 2009 | N/A | +78.99% |
| 2008 | N/A | -55.08% |
| 2007 | N/A | -10.88% |
| 2006 | N/A | +16.63% |
| 2005 | N/A | -2.70% |
| 2004 | N/A | -2.09% |
JUSA vs PFN Drawdown Comparison
The maximum drawdown for JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.
The maximum drawdown for PFN was -80.04%, occurring on Mar 9, 2009. Recovery took 1280 trading sessions.
The current JUSA drawdown is -1.59%. The current PFN drawdown is -1.52%.
| Rank | JUSA | PFN |
|---|---|---|
| #1 | -22.96% Jan 4, 2022 - May 13, 2025 | -80.04% Jul 5, 2007 - Aug 1, 2012 |
| #2 | -8.93% Feb 2, 2026 - Apr 14, 2026 | -45.67% Feb 21, 2020 - Dec 7, 2020 |
| #3 | -5.18% Aug 30, 2021 - Oct 19, 2021 | -33.39% Sep 1, 2021 - Jul 1, 2025 |
| #4 | -4.94% Oct 29, 2025 - Dec 10, 2025 | -15.96% May 10, 2013 - May 7, 2014 |
| #5 | -4.36% Jun 2, 2026 - Aug 3, 2026 | -15.77% Jun 1, 2015 - Jun 21, 2016 |
| #6 | -4.26% Nov 18, 2021 - Dec 27, 2021 | -13.83% Aug 22, 2018 - Feb 13, 2019 |
| #7 | -3.22% Jul 12, 2021 - Jul 23, 2021 | -10.76% Feb 10, 2026 - Jul 1, 2026 |
| #8 | -2.88% Oct 8, 2025 - Oct 21, 2025 | -10.16% Jan 12, 2005 - Feb 3, 2006 |
| #9 | -2.82% May 19, 2025 - Jun 3, 2025 | -6.90% Aug 12, 2019 - Oct 23, 2019 |
| #10 | -2.74% Dec 11, 2025 - Dec 23, 2025 | -6.38% Nov 11, 2014 - Feb 24, 2015 |
| #11 | -2.73% Jan 12, 2026 - Jan 27, 2026 | -6.17% Sep 7, 2016 - Dec 30, 2016 |
| #12 | -2.38% Jul 25, 2025 - Aug 12, 2025 | -5.99% Sep 8, 2014 - Nov 4, 2014 |
| #13 | -2.08% Aug 13, 2026 - Aug 20, 2026 | -5.71% Oct 8, 2012 - Dec 19, 2012 |
| #14 | -1.94% May 14, 2026 - May 26, 2026 | -5.27% Mar 22, 2006 - Jun 7, 2006 |
| #15 | -1.82% Aug 16, 2021 - Aug 24, 2021 | -4.91% May 10, 2021 - May 28, 2021 |
Correlation
Correlation between JUSA and PFN is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
JUSA vs PFN dividend yield comparison.
| Year | JUSA | PFN |
|---|---|---|
| 2026 | 0.25% | 8.22% |
| 2025 | 0.77% | 11.49% |
| 2024 | 0.00% | 11.57% |
| 2023 | 0.00% | 11.92% |
| 2022 | 1.57% | 12.19% |
| 2021 | 0.53% | 9.71% |
| 2020 | 0.00% | 9.67% |
| 2019 | 0.00% | 9.07% |
| 2018 | 0.00% | 10.81% |
| 2017 | 0.00% | 9.20% |
| 2016 | 0.00% | 10.12% |
| 2015 | 0.00% | 11.74% |
| 2014 | 0.00% | 11.36% |
| 2013 | 0.00% | 9.65% |
| 2012 | 0.00% | 12.67% |
| 2011 | 0.00% | 8.52% |
| 2010 | 0.00% | 9.40% |
| 2009 | 0.00% | 16.05% |
| 2008 | 0.00% | 22.14% |
| 2007 | 0.00% | 11.30% |
| 2006 | 0.00% | 10.96% |
| 2005 | 0.00% | 7.26% |
| 2004 | 0.00% | 0.47% |
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