ADME vs. JPUS
Compare and contrast key facts about Aptus Drawdown Managed Equity ETF (ADME) and JPMorgan Diversified Return US Equity ETF (JPUS).
ADME and JPUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ADME is a passively managed fund by Aptus Capital Advisors that tracks the performance of the Aptus Behavioral Momentum Index. It was launched on Jun 8, 2016. JPUS is a passively managed fund by JPMorgan Chase that tracks the performance of the JPMorgan Diversified Factor US Equity Index. It was launched on Sep 29, 2015. Both ADME and JPUS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ADME or JPUS.
Correlation
The correlation between ADME and JPUS is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ADME vs. JPUS - Performance Comparison
Key characteristics
ADME:
0.48
JPUS:
0.38
ADME:
0.76
JPUS:
0.64
ADME:
1.11
JPUS:
1.09
ADME:
0.47
JPUS:
0.36
ADME:
1.78
JPUS:
1.31
ADME:
4.17%
JPUS:
4.37%
ADME:
15.41%
JPUS:
15.29%
ADME:
-27.49%
JPUS:
-38.69%
ADME:
-10.18%
JPUS:
-8.76%
Returns By Period
In the year-to-date period, ADME achieves a -6.74% return, which is significantly lower than JPUS's -1.74% return.
ADME
-6.74%
-1.72%
-6.37%
6.84%
8.48%
N/A
JPUS
-1.74%
-2.14%
-4.39%
5.94%
13.57%
N/A
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ADME vs. JPUS - Expense Ratio Comparison
ADME has a 0.79% expense ratio, which is higher than JPUS's 0.18% expense ratio.
Risk-Adjusted Performance
ADME vs. JPUS — Risk-Adjusted Performance Rank
ADME
JPUS
ADME vs. JPUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus Drawdown Managed Equity ETF (ADME) and JPMorgan Diversified Return US Equity ETF (JPUS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ADME vs. JPUS - Dividend Comparison
ADME's dividend yield for the trailing twelve months is around 0.48%, less than JPUS's 2.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
ADME Aptus Drawdown Managed Equity ETF | 0.48% | 0.47% | 0.78% | 0.73% | 0.26% | 0.41% | 0.70% | 0.86% | 0.32% | 0.69% | 0.00% |
JPUS JPMorgan Diversified Return US Equity ETF | 2.31% | 2.12% | 2.26% | 2.35% | 1.67% | 1.94% | 2.09% | 2.16% | 1.25% | 0.78% | 0.48% |
Drawdowns
ADME vs. JPUS - Drawdown Comparison
The maximum ADME drawdown since its inception was -27.49%, smaller than the maximum JPUS drawdown of -38.69%. Use the drawdown chart below to compare losses from any high point for ADME and JPUS. For additional features, visit the drawdowns tool.
Volatility
ADME vs. JPUS - Volatility Comparison
The current volatility for Aptus Drawdown Managed Equity ETF (ADME) is 10.30%, while JPMorgan Diversified Return US Equity ETF (JPUS) has a volatility of 10.99%. This indicates that ADME experiences smaller price fluctuations and is considered to be less risky than JPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.