JUSA vs RFV
Comparison between JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF) and INVESCO S&P MIDCAP 400 PURE VALUE ETF (RFV, ETF).
5-Year PerformanceRFV has outperformed JUSA, delivering a return of +10.6% compared to +7.3%
JUSA vs RFV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JUSA
$319M
RFV
$318M
Expense Ratio
Winner
JUSA
0.12%
RFV
0.35%
Max Drawdown
Winner
JUSA
22.96%
RFV
73.11%
Sharpe Ratio
Winner
JUSA
1.48
RFV
1.10
5Y Beta
Winner
JUSA
0.97
RFV
0.98
P/E Ratio
Winner
JUSA
26.97
RFV
46.51
Forward P/E
JUSA
21.12
Winner
RFV
10.54
PEG Ratio
JUSA
0.46
Winner
RFV
0.14
5Y Dividends CAGR
JUSA
N/A
RFV
18.03%
5Y EPS CAGR
Winner
JUSA
26.72%
RFV
6.25%
Debt to Equity
Winner
JUSA
16.15%
RFV
48.13%
P/S Ratio
JUSA
3.89
Winner
RFV
0.44
P/B Ratio
JUSA
5.54
Winner
RFV
1.34
JUSA vs RFV - Holdings Comparison
JUSA and RFV have 1 common holdings. Overlap is -0.03%
JUSA's top 25 holdings weight is 54.62%. RFV's top 25 holdings weight is 48.89%.
| Rank | JUSA | RFV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.82% | ARROW ELECTRONICS INC (ARW) - 4.25% |
| #2 | APPLE INC (AAPL) - 6.93% | AVNET INC (AVT) - 4.13% |
| #3 | MICROSOFT CORP (MSFT) - 5.26% | TD SYNNEX CORP (SNX) - 2.88% |
| #4 | AMAZON.COM INC (AMZN) - 4.41% | PBF ENERGY INC CLASS A (PBF) - 2.75% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.61% | HF SINCLAIR CORP (DINO) - 2.57% |
| #6 | BROADCOM INC (AVGO) - 3.23% | LEAR CORP (LEA) - 2.49% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.59% | PVH CORP (PVH) - 2.17% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.28% | OLIN CORP (OLN) - 1.94% |
| #9 | TESLA INC (TSLA) - 1.59% | n/a (BHF) - 1.88% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.42% | CONCENTRIX CORP ORDINARY SHARES (CNXC) - 1.82% |
| #11 | EXXON MOBIL CORP (XOM) - 1.41% | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 1.74% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.30% | NOV INC (NOV) - 1.67% |
| #13 | VISA INC CLASS A (V) - 1.16% | PARK HOTELS & RESORTS INC (PK) - 1.67% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.12% | HARLEY-DAVIDSON INC (HOG) - 1.65% |
| #15 | ELI LILLY AND CO (LLY) - 1.11% | MACY'S INC (M) - 1.59% |
| #16 | MASTERCARD INC CLASS A (MA) - 1.00% | LITHIA MOTORS INC CLASS A (LAD) - 1.56% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 0.94% | CLEVELAND-CLIFFS INC (CLF) - 1.51% |
| #18 | ABBVIE INC (ABBV) - 0.91% | FLUOR CORP (FLR) - 1.48% |
| #19 | LAM RESEARCH CORP (LRCX) - 0.88% | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.45% |
| #20 | RTX CORP (RTX) - 0.82% | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.39% |
| #21 | BANK OF AMERICA CORP (BAC) - 0.78% | ALASKA AIR GROUP INC (ALK) - 1.35% |
| #22 | WALMART INC (WMT) - 0.78% | TAYLOR MORRISON HOME CORP (TMHC) - 1.30% |
| #23 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 0.77% | BORGWARNER INC (BWA) - 1.24% |
| #24 | TEXAS INSTRUMENTS INC (TXN) - 0.76% | SONOCO PRODUCTS CO (SON) - 1.21% |
| #25 | WELLS FARGO & CO (WFC) - 0.74% | n/a (KNX) - 1.20% |
| Total Holdings | 246 | 100 |
JUSA vs RFV - Historical Returns
Returns include dividend reinvestment.
1M
JUSA
+0.19%
Winner
RFV
+6.79%
3M
JUSA
+10.95%
Winner
RFV
+16.55%
6M
JUSA
+8.50%
Winner
RFV
+12.32%
1Y
JUSA
+22.99%
Winner
RFV
+24.96%
5Y(CAGR)
JUSA
+7.32%
Winner
RFV
+10.56%
10Y(CAGR)
JUSA
N/A
RFV
+12.84%
Max(CAGR)
JUSA
+7.32%
Winner
RFV
+9.95%
JUSA vs RFV - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JUSA | RFV |
|---|---|---|
| 2026 | +8.16% | +14.06% |
| 2025 | +21.69% | +8.32% |
| 2024 | N/A | +5.89% |
| 2023 | +17.35% | +29.67% |
| 2022 | -17.30% | -4.74% |
| 2021 | +10.85% | +35.77% |
| 2020 | N/A | +9.88% |
| 2019 | N/A | +22.05% |
| 2018 | N/A | -19.75% |
| 2017 | N/A | +13.76% |
| 2016 | N/A | +31.52% |
| 2015 | N/A | -10.60% |
| 2014 | N/A | +9.84% |
| 2013 | N/A | +35.07% |
| 2012 | N/A | +17.03% |
| 2011 | N/A | -6.70% |
| 2010 | N/A | +19.59% |
| 2009 | N/A | +54.78% |
| 2008 | N/A | -42.39% |
| 2007 | N/A | -4.50% |
| 2006 | N/A | +15.56% |
JUSA vs RFV Drawdown Comparison
The maximum drawdown for JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.
The maximum drawdown for RFV was -71.84%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The current JUSA drawdown is -2.36%.
| Rank | JUSA | RFV |
|---|---|---|
| #1 | -22.96% Jan 4, 2022 - May 13, 2025 | -71.84% Jun 4, 2007 - Feb 7, 2011 |
| #2 | -8.93% Feb 2, 2026 - Apr 14, 2026 | -52.20% Jan 22, 2018 - Nov 24, 2020 |
| #3 | -5.18% Aug 30, 2021 - Oct 19, 2021 | -29.11% Apr 6, 2011 - Mar 15, 2012 |
| #4 | -4.94% Oct 29, 2025 - Dec 10, 2025 | -27.59% May 18, 2015 - Oct 5, 2016 |
| #5 | -4.36% Jun 2, 2026 - Jun 10, 2026 | -24.66% Nov 25, 2024 - Jul 10, 2025 |
| #6 | -4.26% Nov 18, 2021 - Dec 27, 2021 | -19.52% Jan 14, 2022 - Jan 11, 2023 |
| #7 | -3.22% Jul 12, 2021 - Jul 23, 2021 | -18.84% Feb 2, 2023 - Jul 31, 2023 |
| #8 | -2.88% Oct 8, 2025 - Oct 21, 2025 | -16.15% Jul 31, 2023 - Dec 13, 2023 |
| #9 | -2.82% May 19, 2025 - Jun 3, 2025 | -15.40% Mar 19, 2012 - Dec 11, 2012 |
| #10 | -2.74% Dec 11, 2025 - Dec 23, 2025 | -12.51% Feb 6, 2026 - Jun 2, 2026 |
| #11 | -2.73% Jan 12, 2026 - Jan 27, 2026 | -12.36% Sep 2, 2014 - Dec 24, 2014 |
| #12 | -2.38% Jul 25, 2025 - Aug 12, 2025 | -11.74% May 17, 2021 - Nov 3, 2021 |
| #13 | -1.94% May 14, 2026 - May 26, 2026 | -9.40% May 8, 2006 - Oct 12, 2006 |
| #14 | -1.82% Aug 16, 2021 - Aug 24, 2021 | -9.09% Dec 29, 2014 - Feb 13, 2015 |
| #15 | -1.47% Sep 22, 2025 - Oct 1, 2025 | -9.06% Jul 31, 2024 - Oct 15, 2024 |
Correlation
Correlation between JUSA and RFV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2006 - 2026)
JUSA vs RFV dividend yield comparison.
| Year | JUSA | RFV |
|---|---|---|
| 2026 | 0.17% | 0.45% |
| 2025 | 0.77% | 2.07% |
| 2024 | 0.00% | 1.31% |
| 2023 | 0.00% | 1.27% |
| 2022 | 1.57% | 2.05% |
| 2021 | 0.53% | 1.60% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.71% |
| 2018 | 0.00% | 1.39% |
| 2017 | 0.00% | 1.36% |
| 2016 | 0.00% | 0.88% |
| 2015 | 0.00% | 1.79% |
| 2014 | 0.00% | 1.19% |
| 2013 | 0.00% | 0.80% |
| 2012 | 0.00% | 1.70% |
| 2011 | 0.00% | 1.83% |
| 2010 | 0.00% | 0.99% |
| 2009 | 0.00% | 1.74% |
| 2008 | 0.00% | 4.48% |
| 2007 | 0.00% | 2.29% |
| 2006 | 0.00% | 1.59% |
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