JADE vs. RSPG

Last updated Jun 4, 2026

JADE (JPMorgan Active Developing Markets Equity ETF) and RSPG (Invesco S&P 500 Equal Weight Energy ETF) are both exchange-traded funds - JADE is a Emerging Markets Diversified fund actively managed by JPMorgan, while RSPG is a Energy Equities fund tracking the S&P 500 Equal Weight Energy Plus Index. JADE is actively managed, while RSPG is passively managed. Over the past year, JADE returned 59.71% vs 47.49% for RSPG. At a 0.17 correlation, their price movements are largely independent. JADE charges 0.65%/yr vs 0.40%/yr for RSPG.

Performance

JADE vs. RSPG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Active Developing Markets Equity ETF (JADE) and Invesco S&P 500 Equal Weight Energy ETF (RSPG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JADE achieves a 28.34% return, which is significantly lower than RSPG's 34.27% return.

JADE

• 1D: -1.18%
• 1M: 8.60%
• YTD: 28.34%
• 6M: 31.12%
• 1Y: 59.71%
• 3Y*: —
• 5Y*: —
• 10Y*: —

RSPG

• 1D: 1.25%
• 1M: -2.65%
• YTD: 34.27%
• 6M: 28.95%
• 1Y: 47.49%
• 3Y*: 19.93%
• 5Y*: 21.10%
• 10Y*: 9.73%

*Multi-year figures are annualized to reflect compound growth (CAGR)

JADE vs. RSPG - Yearly Performance Comparison

	2026 (YTD)	2025	2024
JADE JPMorgan Active Developing Markets Equity ETF	28.34%	38.50%	-2.30%
RSPG Invesco S&P 500 Equal Weight Energy ETF	34.27%	7.01%	-5.95%

Correlation

The correlation between JADE and RSPG is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.01
Correlation (All Time) Calculated using the full available price history since May 20, 2024	0.17

The correlation between JADE and RSPG shifts across timeframes, from -0.01 (1 year) to 0.17 (all time), reflecting how their relationship changes across market environments.

JADE vs. RSPG - Sectors Allocation Comparison

Sectors	JADE	RSPG
Technology	37.1%	-
Financial Services	22.3%	0.0%
Consumer Cyclical	11.4%	-
Industrials	7.8%	-
Communication Services	7.2%	-
Energy	4.7%	100.0%
Basic Materials	3.6%	-
Consumer Defensive	2.3%	-
Utilities	2.1%	-
Real Estate	0.9%	-
Healthcare	0.6%	-

Return for Risk

JADE vs. RSPG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JADE

JADE Risk / Return Rank: 88
JADE Sharpe Ratio Rank: 90
JADE Sortino Ratio Rank: 87
JADE Omega Ratio Rank: 89
JADE Calmar Ratio Rank: 85
JADE Martin Ratio Rank: 88

RSPG

RSPG Risk / Return Rank: 64
RSPG Sharpe Ratio Rank: 65
RSPG Sortino Ratio Rank: 58
RSPG Omega Ratio Rank: 56
RSPG Calmar Ratio Rank: 77
RSPG Martin Ratio Rank: 63

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JADE vs. RSPG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Active Developing Markets Equity ETF (JADE) and Invesco S&P 500 Equal Weight Energy ETF (RSPG). 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.

	JADE	RSPG	Difference
Sharpe ratio: Return per unit of total volatility	3.12	2.20	+0.91
Sortino ratio: Return per unit of downside risk	3.95	2.80	+1.16
Omega ratio: Gain probability vs. loss probability	1.57	1.35	+0.22
Calmar ratio: Return relative to maximum drawdown	4.69	3.92	+0.77
Martin ratio: Return relative to average drawdown	19.53	11.59	+7.94
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

JADE vs. RSPG - Sharpe Ratio Comparison

The current JADE Sharpe Ratio is 3.12, which is higher than the RSPG Sharpe Ratio of 2.20. The chart below compares the historical Sharpe Ratios of JADE and RSPG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	JADE	RSPG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.12	2.20	+0.91
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.75	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.29	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.62	0.18	+1.43

Drawdowns

JADE vs. RSPG - Drawdown Comparison

The maximum JADE drawdown since its inception was -16.71%, smaller than the maximum RSPG drawdown of -79.98%. Use the drawdown chart below to compare losses from any high point for JADE and RSPG.

Drawdown Indicators

	JADE	RSPG	Difference
Max Drawdown Largest peak-to-trough decline	-16.71%	-79.98%	+63.27%
Max Drawdown (1Y) Largest decline over 1 year	-12.80%	-12.18%	-0.62%
Max Drawdown (3Y) Largest decline over 3 years	—	-23.06%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-28.44%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-73.17%	—
Current Drawdown Current decline from peak	-1.18%	-5.67%	+4.49%
Average Drawdown Average peak-to-trough decline	-3.22%	-25.47%	+22.25%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.07%	4.11%	-1.04%

Volatility

JADE vs. RSPG - Volatility Comparison

JPMorgan Active Developing Markets Equity ETF (JADE) and Invesco S&P 500 Equal Weight Energy ETF (RSPG) have volatilities of 8.13% and 8.19%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JADE	RSPG	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.13%	8.19%	-0.06%
Volatility (6M) Calculated over the trailing 6-month period	16.48%	16.77%	-0.29%
Volatility (1Y) Calculated over the trailing 1-year period	19.25%	21.69%	-2.44%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.39%	28.31%	-8.92%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.39%	33.57%	-14.18%

JADE vs. RSPG - Expense Ratio Comparison

JADE has a 0.65% expense ratio, which is higher than RSPG's 0.40% expense ratio.

Dividends

JADE vs. RSPG - Dividend Comparison

JADE's dividend yield for the trailing twelve months is around 1.78%, less than RSPG's 1.94% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JADE JPMorgan Active Developing Markets Equity ETF	1.78%	2.29%	1.49%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
RSPG Invesco S&P 500 Equal Weight Energy ETF	1.94%	2.60%	2.43%	2.84%	3.43%	2.37%	3.15%	2.15%	2.18%	2.55%	1.14%	2.80%

Frequently Asked Questions

Can I hold both JADE and RSPG in my portfolio?

JADE and RSPG have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, JADE or RSPG?

RSPG has higher volatility (8.19%) compared to JADE (8.13%). In terms of maximum drawdown, JADE dropped -16.71% vs RSPG's -79.98%.

Which ETF is better, JADE or RSPG?

On 1-year performance, JADE leads with 59.71% vs 47.49% for RSPG. On fees, RSPG is cheaper at 0.40% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, JADE or RSPG?

Over the 1-year period, JADE has performed better with a 59.71% return vs 47.49%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, JADE or RSPG?

RSPG is cheaper with a 0.40% expense ratio, compared with 0.65% for JADE.

Which ETF pays a higher dividend yield, JADE or RSPG?

RSPG has the higher dividend yield at 1.94%, compared with 1.78% for JADE.

What is the main difference between JADE and RSPG?

JADE is categorized as Emerging Markets Diversified, while RSPG is Energy Equities. They also come from different issuers: JPMorgan and Invesco. Their fees differ too: 0.65% for JADE and 0.40% for RSPG.

Which has better risk-adjusted returns?

JADE currently has the higher Sharpe Ratio (3.12 vs 2.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.