MDAA vs JPME
Comparison between MYRIAD DYNAMIC ASSET ALLOCATION ETF (MDAA, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF (JPME, ETF).
MDAA vs JPME - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MDAA
$454M
JPME
$453M
Expense Ratio
MDAA
0.97%
Winner
JPME
0.24%
Max Drawdown
Winner
MDAA
14.59%
JPME
41.01%
Sharpe Ratio
MDAA
0.72
Winner
JPME
1.36
5Y Beta
MDAA
1.56
Winner
JPME
0.73
P/E Ratio
MDAA
28.31
Winner
JPME
20.72
Forward P/E
MDAA
21.34
Winner
JPME
14.56
PEG Ratio
MDAA
0.50
JPME
N/A
5Y Dividends CAGR
MDAA
N/A
JPME
14.20%
5Y EPS CAGR
Winner
MDAA
26.05%
JPME
11.90%
Debt to Equity
MDAA
N/A
JPME
51.96%
P/S Ratio
Winner
MDAA
0.97
JPME
1.32
P/B Ratio
MDAA
5.74
Winner
JPME
2.37
MDAA vs JPME - Holdings Comparison
MDAA and JPME have 3 common holdings. Overlap is -5.34%
MDAA's top 25 holdings weight is 86.80%. JPME's top 25 holdings weight is 10.58%.
| Rank | MDAA | JPME |
|---|---|---|
| #1 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 15.14% | HF SINCLAIR CORP (DINO) - 0.47% |
| #2 | ISHARES MSCI EMERGING MKTS EX CHINA ETF (EMXC) - 11.84% | DAVITA INC (DVA) - 0.45% |
| #3 | MEXICAN PESO FUTURE SEPT 26 (n/a) - 5.39% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.45% |
| #4 | AUSTRALIAN DOLLAR FUTURE SEPT 26 (n/a) - 5.35% | ILLUMINA INC (ILMN) - 0.45% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.22% | CORTEVA INC (CTVA) - 0.45% |
| #6 | APPLE INC (AAPL) - 4.42% | TEXAS ROADHOUSE INC (TXRH) - 0.44% |
| #7 | NVIDIA CORP (NVDA) - 4.05% | DARLING INGREDIENTS INC (DAR) - 0.44% |
| #8 | AMAZON.COM INC (AMZN) - 3.54% | UNITED AIRLINES HOLDINGS INC (UAL) - 0.43% |
| #9 | INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) - 3.46% | W.W. GRAINGER INC (GWW) - 0.43% |
| #10 | VANGUARD RUSSELL 2000 ETF (VTWO) - 3.43% | EXELIXIS INC (EXEL) - 0.43% |
| #11 | MICROSOFT CORP (MSFT) - 2.97% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.43% |
| #12 | ELI LILLY AND CO (LLY) - 2.46% | F5 INC (FFIV) - 0.43% |
| #13 | JPMORGAN CHASE & CO (JPM) - 2.08% | TECHNIPFMC PLC (n/a) - 0.43% |
| #14 | VISA INC CLASS A (V) - 1.87% | ENTERGY CORP (ETR) - 0.43% |
| #15 | BROADCOM INC (AVGO) - 1.80% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.42% |
| #16 | FREEPORT-MCMORAN INC (FCX) - 1.73% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.42% |
| #17 | META PLATFORMS INC CLASS A (META) - 1.60% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.42% |
| #18 | MORGAN STANLEY (MS) - 1.44% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.42% |
| #19 | CITIGROUP INC (C) - 1.38% | NETAPP INC (NTAP) - 0.42% |
| #20 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.35% | MSC INDUSTRIAL DIRECT CO INC CLASS A (MSM) - 0.42% |
| #21 | SIEMENS ENERGY AG ADR SPONSORED (SMERY) - 1.35% | CASEY'S GENERAL STORES INC (CASY) - 0.38% |
| #22 | ASML HOLDING NV ADR (ASML) - 1.33% | RELIANCE INC (RS) - 0.38% |
| #23 | THE GOLDMAN SACHS GROUP INC (GS) - 1.25% | EMCOR GROUP INC (EME) - 0.38% |
| #24 | MICRON TECHNOLOGY INC (MU) - 1.23% | REGENCY CENTERS CORP (REG) - 0.38% |
| #25 | BANK OF AMERICA CORP (BAC) - 1.12% | CONSOLIDATED EDISON INC (ED) - 0.38% |
| Total Holdings | 67 | 315 |
MDAA vs JPME - Historical Returns
Returns include dividend reinvestment.
1M
MDAA
-3.58%
Winner
JPME
+1.72%
3M
MDAA
+3.83%
Winner
JPME
+4.04%
6M
MDAA
+10.05%
Winner
JPME
+10.48%
1Y
MDAA
N/A
JPME
+22.03%
5Y(CAGR)
MDAA
N/A
JPME
+9.35%
10Y(CAGR)
MDAA
N/A
JPME
+10.86%
Max(CAGR)
Winner
MDAA
+19.88%
JPME
+11.39%
MDAA vs JPME - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | MDAA | JPME |
|---|---|---|
| 2026 | +13.63% | +14.75% |
| 2025 | -0.27% | +8.39% |
| 2024 | N/A | +13.32% |
| 2023 | N/A | +11.82% |
| 2022 | N/A | -9.80% |
| 2021 | N/A | +30.73% |
| 2020 | N/A | +8.62% |
| 2019 | N/A | +25.84% |
| 2018 | N/A | -9.19% |
| 2017 | N/A | +18.60% |
| 2016 | N/A | +10.30% |
MDAA vs JPME Drawdown Comparison
The maximum drawdown for MDAA was -14.59%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.
The maximum drawdown for JPME was -41.01%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.
The current MDAA drawdown is -6.19%. The current JPME drawdown is -0.59%.
| Rank | MDAA | JPME |
|---|---|---|
| #1 | -14.59% Feb 25, 2026 - Apr 17, 2026 | -41.01% Jan 17, 2020 - Nov 16, 2020 |
| #2 | -8.57% Jun 2, 2026 - Jun 10, 2026 | -19.91% Aug 29, 2018 - Jul 3, 2019 |
| #3 | -6.68% Oct 29, 2025 - Jan 2, 2026 | -19.30% Jan 4, 2022 - Dec 26, 2023 |
| #4 | -6.50% May 11, 2026 - Jun 1, 2026 | -18.70% Nov 29, 2024 - Sep 11, 2025 |
| #5 | -5.54% Jan 29, 2026 - Feb 24, 2026 | -7.57% Jan 26, 2018 - Jul 19, 2018 |
| #6 | -3.14% Oct 6, 2025 - Oct 27, 2025 | -6.84% Mar 2, 2026 - Apr 17, 2026 |
| #7 | -3.00% Apr 27, 2026 - May 5, 2026 | -6.58% Nov 16, 2021 - Dec 27, 2021 |
| #8 | -2.45% Apr 17, 2026 - Apr 27, 2026 | -6.56% Jul 26, 2019 - Nov 1, 2019 |
| #9 | -1.73% Jan 12, 2026 - Jan 22, 2026 | -6.51% Mar 28, 2024 - Jul 16, 2024 |
| #10 | -1.18% Jan 6, 2026 - Jan 12, 2026 | -5.27% Jun 8, 2016 - Jul 12, 2016 |
| #11 | -0.97% May 6, 2026 - May 8, 2026 | -5.26% Aug 23, 2016 - Nov 21, 2016 |
| #12 | N/A | -5.09% Jul 31, 2024 - Aug 19, 2024 |
| #13 | N/A | -4.85% Sep 2, 2021 - Oct 20, 2021 |
| #14 | N/A | -4.58% Jan 20, 2021 - Feb 8, 2021 |
| #15 | N/A | -4.42% Sep 11, 2025 - Nov 26, 2025 |
Correlation
Correlation between MDAA and JPME is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2016 - 2026)
MDAA vs JPME dividend yield comparison.
| Year | MDAA | JPME |
|---|---|---|
| 2026 | 0.00% | 0.73% |
| 2025 | 0.46% | 2.03% |
| 2024 | 0.00% | 1.77% |
| 2023 | 0.00% | 1.84% |
| 2022 | 0.00% | 1.84% |
| 2021 | 0.00% | 1.44% |
| 2020 | 0.00% | 1.51% |
| 2019 | 0.00% | 1.68% |
| 2018 | 0.00% | 1.80% |
| 2017 | 0.00% | 1.17% |
| 2016 | 0.00% | 0.91% |
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