VIOV vs JPEF
Comparison between VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND ETF SHARES (VIOV, ETF) and JPMORGAN EQUITY FOCUS ETF (JPEF, ETF).
VIOV vs JPEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VIOV
$1.90B
Winner
JPEF
$2B
Expense Ratio
Winner
VIOV
0.10%
JPEF
0.44%
Max Drawdown
VIOV
48.88%
Winner
JPEF
18.10%
Sharpe Ratio
Winner
VIOV
1.73
JPEF
1.23
5Y Beta
VIOV
0.99
Winner
JPEF
0.94
P/E Ratio
VIOV
61.62
Winner
JPEF
28.03
Forward P/E
Winner
VIOV
12.90
JPEF
22.05
PEG Ratio
VIOV
N/A
JPEF
0.59
5Y Dividends CAGR
VIOV
19.62%
JPEF
N/A
5Y EPS CAGR
VIOV
5.36%
Winner
JPEF
29.00%
Debt to Equity
VIOV
52.21%
Winner
JPEF
-64.16%
VIOV vs JPEF - Holdings Comparison
VIOV and JPEF have 0 common holdings. Overlap is 0.00%
VIOV's top 25 holdings weight is 17.08%. JPEF's top 25 holdings weight is 79.84%.
| Rank | VIOV | JPEF |
|---|---|---|
| #1 | MOLINA HEALTHCARE INC (MOH) - 1.17% | NVIDIA CORP (NVDA) - 9.34% |
| #2 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.04% | ALPHABET INC CLASS C (GOOG) - 6.90% |
| #3 | EASTMAN CHEMICAL CO (EMN) - 0.98% | AMAZON.COM INC (AMZN) - 4.69% |
| #4 | JACKSON FINANCIAL INC (JXN) - 0.96% | APPLE INC (AAPL) - 4.62% |
| #5 | LKQ CORP (LKQ) - 0.95% | BROADCOM INC (AVGO) - 3.77% |
| #6 | SM ENERGY CO (SM) - 0.82% | MICROSOFT CORP (MSFT) - 3.65% |
| #7 | LINCOLN NATIONAL CORP (LNC) - 0.75% | ANALOG DEVICES INC (ADI) - 3.18% |
| #8 | PAYCOM SOFTWARE INC (PAYC) - 0.73% | MORGAN STANLEY (MS) - 3.15% |
| #9 | LAMB WESTON HOLDINGS INC (LW) - 0.71% | UNITED RENTALS INC (URI) - 2.97% |
| #10 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.68% | LOEWS CORP (L) - 2.95% |
| #11 | CAESARS ENTERTAINMENT INC (CZR) - 0.66% | JOHNSON & JOHNSON (JNJ) - 2.93% |
| #12 | CARMAX INC (KMX) - 0.65% | ADVANCED MICRO DEVICES INC (AMD) - 2.53% |
| #13 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.64% | M&T BANK CORP (MTB) - 2.52% |
| #14 | MOHAWK INDUSTRIES INC (MHK) - 0.64% | NEXTERA ENERGY INC (NEE) - 2.48% |
| #15 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.64% | KINDER MORGAN INC CLASS P (KMI) - 2.43% |
| #16 | MATSON INC (MATX) - 0.64% | META PLATFORMS INC CLASS A (META) - 2.43% |
| #17 | RITHM CAPITAL CORP (RITM) - 0.64% | EXXON MOBIL CORP (XOM) - 2.37% |
| #18 | TELEFLEX INC (TFX) - 0.64% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.23% |
| #19 | n/a (CRC) - 0.63% | CAPITAL ONE FINANCIAL CORP (COF) - 2.19% |
| #20 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.63% | ECOLAB INC (ECL) - 2.18% |
| #21 | CUSHMAN & WAKEFIELD LTD (CWK) - 0.38% | GILEAD SCIENCES INC (GILD) - 2.13% |
| #22 | RXO INC (RXO) - 0.38% | CANADIAN PACIFIC KANSAS CITY LTD (CP) - 2.09% |
| #23 | PEABODY ENERGY CORP (BTU) - 0.38% | MICRON TECHNOLOGY INC (MU) - 2.07% |
| #24 | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.37% | MCDONALD'S CORP (MCD) - 2.05% |
| #25 | FIRST FINANCIAL BANCORP (FFBC) - 0.37% | COMFORT SYSTEMS USA INC (FIX) - 1.99% |
| Total Holdings | 424 | 40 |
VIOV vs JPEF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VIOV
+5.91%
JPEF
+0.25%
3M
Winner
VIOV
+15.58%
JPEF
+10.49%
6M
Winner
VIOV
+16.10%
JPEF
+8.27%
1Y
Winner
VIOV
+39.82%
JPEF
+19.42%
5Y(CAGR)
VIOV
+8.04%
JPEF
N/A
10Y(CAGR)
VIOV
+11.73%
JPEF
N/A
Max(CAGR)
VIOV
+13.18%
Winner
JPEF
+18.47%
VIOV vs JPEF - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | VIOV | JPEF |
|---|---|---|
| 2026 | +17.04% | +7.54% |
| 2025 | +7.23% | +11.96% |
| 2024 | +7.72% | +28.45% |
| 2023 | +15.11% | +5.72% |
| 2022 | -11.06% | N/A |
| 2021 | +34.44% | N/A |
| 2020 | +4.70% | N/A |
| 2019 | +25.45% | N/A |
| 2018 | -12.35% | N/A |
| 2017 | +12.25% | N/A |
| 2016 | +35.27% | N/A |
| 2015 | -4.04% | N/A |
| 2014 | +10.04% | N/A |
| 2013 | +37.69% | N/A |
| 2012 | +16.96% | N/A |
| 2011 | -2.25% | N/A |
| 2010 | +26.07% | N/A |
VIOV vs JPEF Drawdown Comparison
The maximum drawdown for VIOV was -45.80%, occurring on Mar 23, 2020. Recovery took 576 trading sessions.
The maximum drawdown for JPEF was -18.09%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The current VIOV drawdown is -1.21%. The current JPEF drawdown is -1.24%.
| Rank | VIOV | JPEF |
|---|---|---|
| #1 | -45.80% Aug 22, 2018 - Dec 4, 2020 | -18.09% Jan 23, 2025 - Jun 30, 2025 |
| #2 | -28.44% Nov 25, 2024 - Dec 10, 2025 | -9.38% Jul 31, 2023 - Nov 20, 2023 |
| #3 | -25.80% Jul 7, 2011 - Jan 25, 2012 | -8.37% Jul 16, 2024 - Aug 30, 2024 |
| #4 | -23.10% Nov 5, 2021 - Feb 2, 2023 | -8.25% Feb 25, 2026 - Apr 15, 2026 |
| #5 | -22.08% Feb 2, 2023 - Jul 16, 2024 | -5.29% Mar 21, 2024 - May 15, 2024 |
| #6 | -19.47% Jun 23, 2015 - Jun 6, 2016 | -4.88% Oct 28, 2025 - Dec 26, 2025 |
| #7 | -13.85% Mar 27, 2012 - Sep 7, 2012 | -4.60% May 14, 2026 - Jun 10, 2026 |
| #8 | -12.48% Jun 8, 2021 - Nov 5, 2021 | -4.44% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -11.15% Jul 3, 2014 - Dec 22, 2014 | -4.15% Dec 16, 2024 - Jan 22, 2025 |
| #10 | -10.18% Mar 12, 2021 - Jun 1, 2021 | -3.31% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -9.67% Apr 7, 2011 - Jul 7, 2011 | -2.80% Oct 8, 2025 - Oct 20, 2025 |
| #12 | -9.57% Sep 14, 2012 - Dec 24, 2012 | -2.72% Dec 26, 2025 - Jan 27, 2026 |
| #13 | -9.33% Feb 6, 2026 - Apr 17, 2026 | -2.12% Jul 28, 2025 - Aug 12, 2025 |
| #14 | -9.10% Jul 31, 2024 - Sep 19, 2024 | -2.01% Jan 29, 2024 - Feb 2, 2024 |
| #15 | -8.69% Jan 22, 2018 - May 10, 2018 | -1.94% Dec 28, 2023 - Jan 10, 2024 |
Correlation
Correlation between VIOV and JPEF is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2010 - 2026)
VIOV vs JPEF dividend yield comparison.
| Year | VIOV | JPEF |
|---|---|---|
| 2026 | 0.36% | 0.00% |
| 2025 | 1.69% | 0.70% |
| 2024 | 1.78% | 0.71% |
| 2023 | 2.18% | 0.39% |
| 2022 | 3.62% | 0.00% |
| 2021 | 3.19% | 0.00% |
| 2020 | 2.84% | 0.00% |
| 2019 | 3.19% | 0.00% |
| 2018 | 3.51% | 0.00% |
| 2017 | 2.85% | 0.00% |
| 2016 | 2.34% | 0.00% |
| 2015 | 2.64% | 0.00% |
| 2014 | 2.53% | 0.00% |
| 2013 | 1.82% | 0.00% |
| 2012 | 2.62% | 0.00% |
| 2011 | 2.18% | 0.00% |
| 2010 | 2.40% | 0.00% |
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