TAGG vs JPEF

Comparison between T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF) and JPMORGAN EQUITY FOCUS ETF (JPEF, ETF).

TAGG vs JPEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TAGG(ETF)	JPEF(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.08%	0.44%
Max Drawdown	21.31%	18.10%
Sharpe Ratio	0.24	1.07
5Y Beta	0.02	0.94
P/E Ratio	N/A	28.18
Forward P/E	N/A	22.16
PEG Ratio	N/A	0.64
5Y EPS CAGR	N/A	28.85%
Debt to Equity	N/A	-65.21%
P/S Ratio	N/A	4.92
P/B Ratio	N/A	4.93

Net Assets

TAGG

$1.90B

Winner

JPEF

$2B

Expense Ratio

Winner

TAGG

0.08%

JPEF

0.44%

Max Drawdown

TAGG

21.31%

Winner

JPEF

18.10%

Sharpe Ratio

TAGG

0.24

Winner

JPEF

1.07

5Y Beta

Winner

TAGG

0.02

JPEF

0.94

P/E Ratio

TAGG

N/A

JPEF

28.18

Forward P/E

TAGG

N/A

JPEF

22.16

PEG Ratio

TAGG

N/A

JPEF

0.64

5Y EPS CAGR

TAGG

N/A

JPEF

28.85%

Debt to Equity

TAGG

N/A

JPEF

-65.21%

P/S Ratio

TAGG

N/A

JPEF

4.92

P/B Ratio

TAGG

N/A

JPEF

4.93

TAGG vs JPEF - Historical Returns

Returns include dividend reinvestment.

Period	TAGG	JPEF
1 month	+0.73%	-1.55%
3 months	+0.55%	+8.80%
6 months	+0.67%	+4.30%
1 year	+4.60%	+16.18%
5 years(CAGR)	+0.29%	N/A
Max(CAGR)	+0.29%	+17.57%

Winner

TAGG

+0.73%

JPEF

-1.55%

TAGG

+0.55%

Winner

JPEF

+8.80%

TAGG

+0.67%

Winner

JPEF

+4.30%

TAGG

+4.60%

Winner

JPEF

+16.18%

5Y(CAGR)

TAGG

+0.29%

JPEF

N/A

Max(CAGR)

TAGG

+0.29%

Winner

JPEF

+17.57%

TAGG vs JPEF - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	TAGG	JPEF
2026	+0.42%	+5.44%
2025	+7.35%	+11.96%
2024	+2.10%	+28.45%
2023	+5.30%	+5.72%
2022	-12.04%	N/A
2021	+0.01%	N/A

TAGG vs JPEF Drawdown Comparison

The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.

The maximum drawdown for JPEF was -18.09%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.

The current TAGG drawdown is -1.78%. The current JPEF drawdown is -3.17%.

Rank	TAGG	JPEF
#1	-17.27% Nov 9, 2021 - Oct 16, 2025	-18.09% Jan 23, 2025 - Jun 30, 2025
#2	-3.19% Feb 27, 2026 - May 19, 2026	-9.38% Jul 31, 2023 - Nov 20, 2023
#3	-1.08% Oct 27, 2025 - Nov 26, 2025	-8.37% Jul 16, 2024 - Aug 30, 2024
#4	-1.01% Oct 1, 2021 - Nov 5, 2021	-8.25% Feb 25, 2026 - Apr 15, 2026
#5	-0.88% Nov 26, 2025 - Jan 14, 2026	-5.29% Mar 21, 2024 - May 15, 2024
#6	-0.62% Jan 14, 2026 - Feb 5, 2026	-4.88% Oct 28, 2025 - Dec 26, 2025
#7	-0.21% Nov 5, 2021 - Nov 9, 2021	-4.60% May 14, 2026 - Jun 10, 2026
#8	-0.19% Oct 22, 2025 - Oct 27, 2025	-4.44% Aug 30, 2024 - Sep 19, 2024
#9	-0.17% Feb 10, 2026 - Feb 12, 2026	-4.15% Dec 16, 2024 - Jan 22, 2025
#10	-0.15% Feb 17, 2026 - Feb 23, 2026	-3.31% Oct 18, 2024 - Nov 6, 2024
#11	-0.14% Feb 6, 2026 - Feb 10, 2026	-2.80% Oct 8, 2025 - Oct 20, 2025
#12	-0.07% Feb 23, 2026 - Feb 26, 2026	-2.72% Dec 26, 2025 - Jan 27, 2026
#13	-0.07% Oct 16, 2025 - Oct 20, 2025	-2.12% Jul 28, 2025 - Aug 12, 2025
#14	N/A	-2.01% Jan 29, 2024 - Feb 2, 2024
#15	N/A	-1.94% Dec 28, 2023 - Jan 10, 2024