ROUS vs JPSE
Comparison between HARTFORD MULTIFACTOR US EQUITY ETF (ROUS, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF (JPSE, ETF).
5-Year PerformanceROUS has outperformed JPSE, delivering a return of +12.4% compared to +6.9%
ROUS vs JPSE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ROUS
$587M
Winner
JPSE
$587M
Expense Ratio
Winner
ROUS
0.19%
JPSE
0.29%
Max Drawdown
Winner
ROUS
35.51%
JPSE
43.24%
Sharpe Ratio
Winner
ROUS
1.84
JPSE
1.54
5Y Beta
Winner
ROUS
0.78
JPSE
0.91
P/E Ratio
Winner
ROUS
22.10
JPSE
28.52
Forward P/E
ROUS
17.59
Winner
JPSE
13.89
5Y Dividends CAGR
ROUS
4.94%
Winner
JPSE
10.43%
5Y EPS CAGR
Winner
ROUS
16.86%
JPSE
12.42%
Debt to Equity
Winner
ROUS
74.36%
JPSE
118.48%
P/S Ratio
ROUS
1.95
Winner
JPSE
1.10
P/B Ratio
ROUS
4.07
Winner
JPSE
1.73
ROUS vs JPSE - Holdings Comparison
ROUS and JPSE have 17 common holdings. Overlap is 2.10%
ROUS's top 25 holdings weight is 23.44%. JPSE's top 25 holdings weight is 12.21%.
| Rank | ROUS | JPSE |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 1.54% | TTM TECHNOLOGIES INC (TTMI) - 0.63% |
| #2 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.47% | STERLING INFRASTRUCTURE INC (STRL) - 0.56% |
| #3 | CISCO SYSTEMS INC (CSCO) - 1.37% | SANMINA CORP (SANM) - 0.55% |
| #4 | WESTERN DIGITAL CORP (WDC) - 1.21% | VIAVI SOLUTIONS INC (VIAV) - 0.54% |
| #5 | CIENA CORP (CIEN) - 1.19% | ONE GAS INC (OGS) - 0.52% |
| #6 | FORTINET INC (FTNT) - 1.15% | ORMAT TECHNOLOGIES INC (ORA) - 0.52% |
| #7 | LAM RESEARCH CORP (LRCX) - 1.10% | VIASAT INC (VSAT) - 0.52% |
| #8 | KLA CORP (KLAC) - 1.09% | PEDIATRIX MEDICAL GROUP INC (MD) - 0.52% |
| #9 | APPLE INC (AAPL) - 0.99% | SIGNET JEWELERS LTD (SIG) - 0.52% |
| #10 | MERCK & CO INC (MRK) - 0.97% | SCORPIO TANKERS INC (STNG) - 0.52% |
| #11 | APPLIED MATERIALS INC (AMAT) - 0.95% | NORTHWEST NATURAL HOLDING CO (NWN) - 0.52% |
| #12 | VERIZON COMMUNICATIONS INC (VZ) - 0.94% | NOVANTA INC (NOVT) - 0.52% |
| #13 | MICRON TECHNOLOGY INC (MU) - 0.92% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.49% |
| #14 | QUALCOMM INC (QCOM) - 0.90% | ULTRA CLEAN HOLDINGS INC (UCTT) - 0.48% |
| #15 | ELECTRONIC ARTS INC (EA) - 0.89% | RAMBUS INC (RMBS) - 0.47% |
| #16 | n/a (DELL) - 0.86% | BENCHMARK ELECTRONICS INC (BHE) - 0.46% |
| #17 | CORNING INC (GLW) - 0.85% | PHOTRONICS INC (PLAB) - 0.46% |
| #18 | VERISIGN INC (VRSN) - 0.85% | ARGAN INC (AGX) - 0.45% |
| #19 | TERADYNE INC (TER) - 0.82% | FORMFACTOR INC (FORM) - 0.45% |
| #20 | n/a (CTSH) - 0.82% | HARMONIC INC (HLIT) - 0.43% |
| #21 | ZOOM COMMUNICATIONS INC (ZM) - 0.52% | MATERION CORP (MTRN) - 0.43% |
| #22 | AKAMAI TECHNOLOGIES INC (AKAM) - 0.51% | KAISER ALUMINUM CORP (KALU) - 0.42% |
| #23 | FEDEX CORP (FDX) - 0.51% | VISHAY INTERTECHNOLOGY INC (VSH) - 0.41% |
| #24 | CBOE GLOBAL MARKETS INC (CBOE) - 0.51% | GLOBALSTAR INC (GSAT) - 0.41% |
| #25 | EMCOR GROUP INC (EME) - 0.51% | PLEXUS CORP (PLXS) - 0.41% |
| Total Holdings | 282 | 504 |
ROUS vs JPSE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ROUS
+3.07%
JPSE
-1.43%
3M
Winner
ROUS
+8.59%
JPSE
+6.76%
6M
ROUS
+13.68%
Winner
JPSE
+13.80%
1Y
ROUS
+27.67%
Winner
JPSE
+30.99%
5Y(CAGR)
Winner
ROUS
+12.39%
JPSE
+6.88%
10Y(CAGR)
Winner
ROUS
+12.76%
JPSE
+10.46%
Max(CAGR)
Winner
ROUS
+10.99%
JPSE
+10.46%
ROUS vs JPSE - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | ROUS | JPSE |
|---|---|---|
| 2026 | +13.35% | +13.69% |
| 2025 | +15.43% | +8.90% |
| 2024 | +18.00% | +8.30% |
| 2023 | +14.99% | +16.10% |
| 2022 | -9.33% | -15.23% |
| 2021 | +29.26% | +29.80% |
| 2020 | +6.33% | +12.62% |
| 2019 | +23.32% | +22.59% |
| 2018 | -9.89% | -8.79% |
| 2017 | +22.59% | +14.33% |
| 2016 | +13.65% | +3.67% |
| 2015 | -3.15% | N/A |
ROUS vs JPSE Drawdown Comparison
The maximum drawdown for ROUS was -35.51%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.
The maximum drawdown for JPSE was -43.02%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current ROUS drawdown is -1.98%. The current JPSE drawdown is -2.19%.
| Rank | ROUS | JPSE |
|---|---|---|
| #1 | -35.51% Feb 14, 2020 - Dec 1, 2020 | -43.02% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -21.19% Aug 29, 2018 - Nov 8, 2019 | -25.57% Nov 8, 2021 - Jul 15, 2024 |
| #3 | -18.91% Dec 29, 2021 - Dec 1, 2023 | -25.49% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -16.52% Mar 24, 2015 - Nov 14, 2016 | -23.26% Sep 14, 2018 - Dec 26, 2019 |
| #5 | -15.81% Nov 26, 2024 - Jun 30, 2025 | -9.04% Jul 31, 2024 - Sep 19, 2024 |
| #6 | -9.82% Jan 29, 2018 - Aug 20, 2018 | -8.40% Mar 15, 2021 - Jun 1, 2021 |
| #7 | -5.97% Feb 27, 2026 - Apr 9, 2026 | -8.33% Jun 8, 2021 - Oct 20, 2021 |
| #8 | -5.40% Mar 28, 2024 - Jun 18, 2024 | -8.19% Jan 23, 2018 - May 17, 2018 |
| #9 | -5.29% Jul 16, 2024 - Aug 19, 2024 | -8.00% Feb 26, 2026 - Apr 13, 2026 |
| #10 | -5.21% Sep 2, 2021 - Oct 21, 2021 | -5.09% Feb 24, 2021 - Mar 10, 2021 |
| #11 | -4.77% Nov 16, 2021 - Dec 15, 2021 | -4.66% Jul 25, 2017 - Sep 21, 2017 |
| #12 | -4.71% Oct 27, 2025 - Nov 28, 2025 | -4.56% Nov 11, 2024 - Nov 25, 2024 |
| #13 | -4.18% Feb 12, 2021 - Mar 11, 2021 | -4.38% Jan 22, 2021 - Feb 4, 2021 |
| #14 | -3.83% Aug 30, 2024 - Sep 19, 2024 | -4.36% Oct 16, 2024 - Nov 6, 2024 |
| #15 | -3.64% May 7, 2021 - Jun 11, 2021 | -4.17% Apr 26, 2017 - Jun 9, 2017 |
Correlation
Correlation between ROUS and JPSE is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2015 - 2026)
ROUS vs JPSE dividend yield comparison.
| Year | ROUS | JPSE |
|---|---|---|
| 2026 | 0.30% | 0.15% |
| 2025 | 1.52% | 1.62% |
| 2024 | 1.62% | 1.66% |
| 2023 | 1.91% | 1.76% |
| 2022 | 1.88% | 1.55% |
| 2021 | 1.38% | 1.24% |
| 2020 | 2.01% | 1.32% |
| 2019 | 2.12% | 1.23% |
| 2018 | 1.89% | 1.18% |
| 2017 | 1.54% | 0.74% |
| 2016 | 1.97% | 0.14% |
| 2015 | 1.62% | 0.00% |
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