SEIQ vs JUSA
Comparison between SEI QIM U.S. LARGE CAP QUALITY ACTIVE ETF (SEIQ, ETF) and JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF).
SEIQ vs JUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SEIQ
$686M
JUSA
$685M
Expense Ratio
SEIQ
0.15%
Winner
JUSA
0.12%
Max Drawdown
Winner
SEIQ
15.14%
JUSA
22.96%
Sharpe Ratio
SEIQ
0.73
Winner
JUSA
1.14
5Y Beta
Winner
SEIQ
0.71
JUSA
0.97
P/E Ratio
SEIQ
26.24
Winner
JUSA
25.56
Forward P/E
SEIQ
22.08
Winner
JUSA
20.15
PEG Ratio
SEIQ
0.89
Winner
JUSA
0.28
5Y EPS CAGR
SEIQ
23.89%
Winner
JUSA
27.06%
Debt to Equity
SEIQ
328.69%
Winner
JUSA
31.73%
P/S Ratio
SEIQ
5.95
Winner
JUSA
3.99
P/B Ratio
SEIQ
11.97
Winner
JUSA
5.59
SEIQ vs JUSA - Holdings Comparison
SEIQ and JUSA have 35 common holdings. Overlap is 33.12%
SEIQ's top 25 holdings weight is 75.68%. JUSA's top 25 holdings weight is 53.64%.
| Rank | SEIQ | JUSA |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 7.39% | NVIDIA CORP (NVDA) - 7.78% |
| #2 | NVIDIA CORP (NVDA) - 7.23% | APPLE INC (AAPL) - 6.71% |
| #3 | APPLE INC (AAPL) - 7.03% | MICROSOFT CORP (MSFT) - 4.81% |
| #4 | JOHNSON & JOHNSON (JNJ) - 3.66% | AMAZON.COM INC (AMZN) - 4.01% |
| #5 | META PLATFORMS INC CLASS A (META) - 3.60% | ALPHABET INC CLASS A (GOOGL) - 3.31% |
| #6 | CISCO SYSTEMS INC (CSCO) - 3.57% | BROADCOM INC (AVGO) - 2.81% |
| #7 | VISA INC CLASS A (V) - 2.92% | ALPHABET INC CLASS C (GOOG) - 2.56% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.85% | META PLATFORMS INC CLASS A (META) - 2.24% |
| #9 | BOOKING HOLDINGS INC (BKNG) - 2.71% | MICRON TECHNOLOGY INC (MU) - 2.04% |
| #10 | MASTERCARD INC CLASS A (MA) - 2.66% | TESLA INC (TSLA) - 1.61% |
| #11 | ADOBE INC (ADBE) - 2.38% | ADVANCED MICRO DEVICES INC (AMD) - 1.36% |
| #12 | AUTODESK INC (ADSK) - 2.38% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | TJX COMPANIES INC (TJX) - 2.31% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.26% |
| #14 | PROCTER & GAMBLE CO (PG) - 2.26% | LAM RESEARCH CORP (LRCX) - 1.23% |
| #15 | ILLINOIS TOOL WORKS INC (ITW) - 2.26% | JOHNSON & JOHNSON (JNJ) - 1.21% |
| #16 | COLGATE-PALMOLIVE CO (CL) - 2.26% | EXXON MOBIL CORP (XOM) - 1.17% |
| #17 | ALTRIA GROUP INC (MO) - 2.22% | VISA INC CLASS A (V) - 1.15% |
| #18 | RESMED INC (RMD) - 2.21% | ABBVIE INC (ABBV) - 1.05% |
| #19 | MOODYS CORP (MCO) - 2.04% | MASTERCARD INC CLASS A (MA) - 1.04% |
| #20 | VERISIGN INC (VRSN) - 2.02% | BANK OF AMERICA CORP (BAC) - 0.93% |
| #21 | YUM BRANDS INC (YUM) - 2.02% | RTX CORP (RTX) - 0.89% |
| #22 | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 2.01% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 0.83% |
| #23 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.98% | WELLS FARGO & CO (WFC) - 0.81% |
| #24 | F5 INC (FFIV) - 1.88% | UNITEDHEALTH GROUP INC (UNH) - 0.77% |
| #25 | MSCI INC (MSCI) - 1.83% | INTEL CORP (INTC) - 0.75% |
| Total Holdings | 64 | 254 |
SEIQ vs JUSA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SEIQ
+5.40%
JUSA
+3.61%
3M
Winner
SEIQ
+5.68%
JUSA
+2.50%
6M
SEIQ
+9.63%
Winner
JUSA
+10.41%
1Y
SEIQ
+12.66%
Winner
JUSA
+19.36%
5Y(CAGR)
Winner
SEIQ
+14.40%
JUSA
+6.98%
Max(CAGR)
Winner
SEIQ
+14.40%
JUSA
+7.79%
SEIQ vs JUSA - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SEIQ | JUSA |
|---|---|---|
| 2026 | +9.80% | +12.18% |
| 2025 | +12.95% | +21.69% |
| 2024 | +17.20% | N/A |
| 2023 | +23.02% | +17.35% |
| 2022 | +1.50% | -17.30% |
| 2021 | N/A | +10.85% |
SEIQ vs JUSA Drawdown Comparison
The maximum drawdown for SEIQ was -14.87%, occurring on Oct 12, 2022. Recovery took 158 trading sessions.
The maximum drawdown for JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.
The current SEIQ drawdown is -0.46%. The current JUSA drawdown is -1.59%.
| Rank | SEIQ | JUSA |
|---|---|---|
| #1 | -14.87% Aug 16, 2022 - Apr 3, 2023 | -22.96% Jan 4, 2022 - May 13, 2025 |
| #2 | -14.26% Dec 11, 2024 - May 19, 2025 | -8.93% Feb 2, 2026 - Apr 14, 2026 |
| #3 | -10.63% Jun 2, 2022 - Jul 29, 2022 | -5.18% Aug 30, 2021 - Oct 19, 2021 |
| #4 | -9.75% Jul 25, 2023 - Dec 1, 2023 | -4.94% Oct 29, 2025 - Dec 10, 2025 |
| #5 | -9.66% Dec 24, 2025 - May 14, 2026 | -4.36% Jun 2, 2026 - Aug 3, 2026 |
| #6 | -5.93% Jul 16, 2024 - Aug 21, 2024 | -4.26% Nov 18, 2021 - Dec 27, 2021 |
| #7 | -5.31% Mar 21, 2024 - May 15, 2024 | -3.22% Jul 12, 2021 - Jul 23, 2021 |
| #8 | -4.65% Oct 27, 2025 - Dec 22, 2025 | -2.88% Oct 8, 2025 - Oct 21, 2025 |
| #9 | -4.22% Jun 1, 2026 - Jul 2, 2026 | -2.82% May 19, 2025 - Jun 3, 2025 |
| #10 | -3.56% Jul 16, 2026 - Jul 28, 2026 | -2.74% Dec 11, 2025 - Dec 23, 2025 |
| #11 | -2.99% May 20, 2024 - Jun 11, 2024 | -2.73% Jan 12, 2026 - Jan 27, 2026 |
| #12 | -2.76% Jun 6, 2025 - Jun 30, 2025 | -2.38% Jul 25, 2025 - Aug 12, 2025 |
| #13 | -2.70% Aug 30, 2024 - Sep 13, 2024 | -2.08% Aug 13, 2026 - Aug 20, 2026 |
| #14 | -2.60% Aug 7, 2026 - Aug 17, 2026 | -1.94% May 14, 2026 - May 26, 2026 |
| #15 | -2.53% Oct 6, 2025 - Oct 27, 2025 | -1.82% Aug 16, 2021 - Aug 24, 2021 |
Correlation
Correlation between SEIQ and JUSA is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2021 - 2026)
SEIQ vs JUSA dividend yield comparison.
| Year | SEIQ | JUSA |
|---|---|---|
| 2026 | 0.46% | 0.25% |
| 2025 | 0.94% | 0.77% |
| 2024 | 0.97% | 0.00% |
| 2023 | 1.08% | 0.00% |
| 2022 | 0.83% | 1.57% |
| 2021 | 0.00% | 0.53% |
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