PABU vs JMOM

Comparison between ISHARES PARIS-ALIGNED CLIMATE OPTIMIZED MSCI USA ETF (PABU, ETF) and JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF).

PABU vs JMOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PABU(ETF)	JMOM(ETF)
Net Assets	$2.50B	$2.60B
Expense Ratio	0.10%	0.12%
Max Drawdown	23.23%	34.31%
Sharpe Ratio	0.85	1.47
5Y Beta	1.04	1.06
P/E Ratio	26.87	32.33
Forward P/E	23.59	20.41
PEG Ratio	0.41	N/A
5Y Dividends CAGR	N/A	14.90%
5Y EPS CAGR	28.18%	21.13%
Debt to Equity	48.82%	33.46%
P/S Ratio	6.42	2.35
P/B Ratio	6.34	4.98

Net Assets

PABU

$2.50B

Winner

JMOM

$2.60B

Expense Ratio

Winner

PABU

0.10%

JMOM

0.12%

Max Drawdown

Winner

PABU

23.23%

JMOM

34.31%

Sharpe Ratio

PABU

0.85

Winner

JMOM

1.47

5Y Beta

Winner

PABU

1.04

JMOM

1.06

P/E Ratio

Winner

PABU

26.87

JMOM

32.33

Forward P/E

PABU

23.59

Winner

JMOM

20.41

PEG Ratio

PABU

0.41

JMOM

N/A

5Y Dividends CAGR

PABU

N/A

JMOM

14.90%

5Y EPS CAGR

Winner

PABU

28.18%

JMOM

21.13%

Debt to Equity

PABU

48.82%

Winner

JMOM

33.46%

P/S Ratio

PABU

6.42

Winner

JMOM

2.35

P/B Ratio

PABU

6.34

Winner

JMOM

4.98

PABU vs JMOM - Holdings Comparison

PABU and JMOM have 32 common holdings. Overlap is 16.77%

PABU's top 25 holdings weight is 67.04%. JMOM's top 25 holdings weight is 31.79%.

Rank	PABU	JMOM
#1	NVIDIA CORP (NVDA) - 10.23%	ADVANCED MICRO DEVICES INC (AMD) - 2.15%
#2	MICROSOFT CORP (MSFT) - 7.58%	APPLE INC (AAPL) - 2.13%
#3	APPLE INC (AAPL) - 7.43%	BROADCOM INC (AVGO) - 2.04%
#4	TESLA INC (TSLA) - 4.16%	NVIDIA CORP (NVDA) - 2.03%
#5	AMAZON.COM INC (AMZN) - 3.70%	MICRON TECHNOLOGY INC (MU) - 1.99%
#6	ALPHABET INC CLASS C (GOOG) - 3.59%	ALPHABET INC CLASS A (GOOGL) - 1.95%
#7	ELI LILLY AND CO (LLY) - 3.20%	JOHNSON & JOHNSON (JNJ) - 1.81%
#8	BROADCOM INC (AVGO) - 2.82%	META PLATFORMS INC CLASS A (META) - 1.77%
#9	META PLATFORMS INC CLASS A (META) - 2.38%	MICROSOFT CORP (MSFT) - 1.66%
#10	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.82%	INTEL CORP (INTC) - 1.40%
#11	DIGITAL REALTY TRUST INC (DLR) - 1.80%	WALMART INC (WMT) - 1.23%
#12	EQUINIX INC (EQIX) - 1.73%	CATERPILLAR INC (CAT) - 1.20%
#13	SHERWIN-WILLIAMS CO (SHW) - 1.69%	COSTCO WHOLESALE CORP (COST) - 1.13%
#14	MASTERCARD INC CLASS A (MA) - 1.68%	APPLIED MATERIALS INC (AMAT) - 1.11%
#15	ALPHABET INC CLASS A (GOOGL) - 1.60%	LAM RESEARCH CORP (LRCX) - 1.11%
#16	VISA INC CLASS A (V) - 1.60%	ABBVIE INC (ABBV) - 1.08%
#17	JPMORGAN CHASE & CO (JPM) - 1.56%	THE GOLDMAN SACHS GROUP INC (GS) - 1.04%
#18	XYLEM INC (XYL) - 1.20%	GE AEROSPACE (GE) - 1.02%
#19	ADVANCED MICRO DEVICES INC (AMD) - 1.11%	n/a (PLTR) - 0.99%
#20	MARVELL TECHNOLOGY INC (MRVL) - 1.08%	GE VERNOVA INC (GEV) - 0.98%
#21	JOHNSON & JOHNSON (JNJ) - 1.07%	CLOUDFLARE INC (NET) - 0.40%
#22	MCDONALD'S CORP (MCD) - 1.04%	3M CO (MMM) - 0.40%
#23	SERVICENOW INC (NOW) - 1.03%	AMERICAN ELECTRIC POWER CO INC (AEP) - 0.39%
#24	NETFLIX INC (NFLX) - 1.01%	GENERAL MOTORS CO (GM) - 0.39%
#25	ORACLE CORP (ORCL) - 0.93%	MCKESSON CORP (MCK) - 0.39%
Total Holdings	178	254

PABU vs JMOM - Historical Returns

Returns include dividend reinvestment.

Period	PABU	JMOM
1 month	+3.15%	+1.65%
3 months	+4.95%	+8.43%
6 months	+13.26%	+19.92%
1 year	+16.89%	+31.42%
5 years(CAGR)	+12.32%	+14.37%
10 years(CAGR)	N/A	+16.19%
Max(CAGR)	+12.32%	+16.19%

Winner

PABU

+3.15%

JMOM

+1.65%

PABU

+4.95%

Winner

JMOM

+8.43%

PABU

+13.26%

Winner

JMOM

+19.92%

PABU

+16.89%

Winner

JMOM

+31.42%

5Y(CAGR)

PABU

+12.32%

Winner

JMOM

+14.37%

10Y(CAGR)

PABU

N/A

JMOM

+16.19%

Max(CAGR)

PABU

+12.32%

Winner

JMOM

+16.19%

PABU vs JMOM - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	PABU	JMOM
2026	+9.36%	+23.00%
2025	+13.73%	+17.75%
2024	+25.60%	+29.74%
2023	+30.10%	+23.74%
2022	-15.44%	-20.41%
2021	N/A	+26.82%
2020	N/A	+28.12%
2019	N/A	+28.88%
2018	N/A	-5.24%
2017	N/A	+3.32%

PABU vs JMOM Drawdown Comparison

The maximum drawdown for PABU was -22.75%, occurring on Oct 14, 2022. Recovery took 312 trading sessions.

The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The current PABU drawdown is -1.72%. The current JMOM drawdown is -1.39%.

Rank	PABU	JMOM
#1	-22.75% Feb 14, 2022 - Jul 13, 2023	-34.31% Feb 19, 2020 - Jul 20, 2020
#2	-20.84% Dec 11, 2024 - Jul 3, 2025	-28.27% Nov 16, 2021 - Jan 30, 2024
#3	-13.40% Oct 28, 2025 - May 1, 2026	-21.59% Oct 3, 2018 - Jun 10, 2019
#4	-11.47% Jul 19, 2023 - Dec 1, 2023	-19.51% Feb 18, 2025 - Jun 24, 2025
#5	-8.74% Jun 2, 2026 - Jun 25, 2026	-10.94% Feb 12, 2021 - Apr 15, 2021
#6	-8.30% Jul 16, 2024 - Aug 23, 2024	-9.09% Jan 26, 2018 - Jun 5, 2018
#7	-6.46% Mar 21, 2024 - May 15, 2024	-8.49% Jul 16, 2024 - Aug 23, 2024
#8	-3.96% Aug 23, 2024 - Sep 13, 2024	-8.34% Oct 13, 2020 - Nov 24, 2020
#9	-3.02% Oct 18, 2024 - Nov 6, 2024	-8.27% Sep 2, 2020 - Oct 9, 2020
#10	-2.87% Oct 8, 2025 - Oct 24, 2025	-8.02% Jun 30, 2026 - Jul 29, 2026
#11	-2.80% Dec 28, 2023 - Jan 19, 2024	-7.87% Mar 2, 2026 - Apr 8, 2026
#12	-2.42% Nov 8, 2024 - Nov 26, 2024	-6.88% Apr 26, 2021 - Jun 14, 2021
#13	-2.38% Jul 28, 2025 - Aug 8, 2025	-6.63% Sep 3, 2021 - Oct 21, 2021
#14	-1.96% Feb 9, 2024 - Feb 22, 2024	-6.24% Mar 21, 2024 - May 15, 2024
#15	-1.92% Jan 29, 2024 - Feb 2, 2024	-6.18% Dec 4, 2024 - Jan 23, 2025