JCTR vs. JMOM

Last updated Jun 5, 2026

JCTR (JPMorgan Carbon Transition U.S. Equity ETF) and JMOM (JPMorgan U.S. Momentum Factor ETF) are both exchange-traded funds - JCTR is a Large Cap Blend Equities fund tracking the JPMorgan Asset Management Carbon Transition U.S. Equity Index, while JMOM is a Momentum fund tracking the JP Morgan US Momentum Factor Index. Both are passively managed. Their correlation of 0.87 suggests significant overlap in exposure. JCTR charges 0.15%/yr vs 0.12%/yr for JMOM.

Performance

JCTR vs. JMOM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Carbon Transition U.S. Equity ETF (JCTR) and JPMorgan U.S. Momentum Factor ETF (JMOM). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

JCTR

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

JMOM

• 1D: -0.18%
• 1M: 7.73%
• YTD: 22.57%
• 6M: 21.71%
• 1Y: 36.34%
• 3Y*: 28.46%
• 5Y*: 16.24%
• 10Y*: —

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

JCTR vs. JMOM - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
JCTR JPMorgan Carbon Transition U.S. Equity ETF	0.00%	13.55%	24.74%	27.51%	-18.76%	29.86%	2.11%
JMOM JPMorgan U.S. Momentum Factor ETF	22.57%	18.02%	28.47%	22.89%	-20.83%	25.03%	3.24%

Correlation

The correlation between JCTR and JMOM is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.39
Correlation (3Y) Calculated over the trailing 3-year period	0.79
Correlation (5Y) Calculated over the trailing 5-year period	0.88
Correlation (All Time) Calculated using the full available price history since Dec 11, 2020	0.87

Over the past year, the correlation between JCTR and JMOM has dropped to 0.39 - well below their long-term average of 0.87, suggesting their price drivers have been diverging.

JCTR vs. JMOM - Sectors Allocation Comparison

Sectors	JCTR	JMOM
Technology	37.2%	38.1%
Financial Services	14.7%	9.6%
Consumer Cyclical	10.9%	6.9%
Healthcare	9.5%	8.7%
Communication Services	9.5%	8.3%
Industrials	6.3%	12.8%
Energy	2.9%	3.8%
Consumer Defensive	2.9%	5.7%
Real Estate	2.3%	2.5%
Utilities	2.0%	2.3%
Basic Materials	1.7%	1.3%

Return for Risk

JCTR vs. JMOM — Risk / Return Rank

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

JMOM

JMOM Risk / Return Rank: 82
JMOM Sharpe Ratio Rank: 80
JMOM Sortino Ratio Rank: 79
JMOM Omega Ratio Rank: 76
JMOM Calmar Ratio Rank: 85
JMOM Martin Ratio Rank: 91

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.

JCTR vs. JMOM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Carbon Transition U.S. Equity ETF (JCTR) and JPMorgan U.S. Momentum Factor ETF (JMOM). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	JCTR	JMOM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.55	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.87	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.82	—

Drawdowns

Drawdown Indicators

	JCTR	JMOM	Difference
Max Drawdown Largest peak-to-trough decline	—	-34.31%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-7.87%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.51%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-28.26%	—
Current Drawdown Current decline from peak	—	-0.35%	—
Average Drawdown Average peak-to-trough decline	—	-6.31%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.66%	—

Volatility

Volatility by Period

	JCTR	JMOM	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.56%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.56%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	14.31%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	18.65%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	20.13%	—

JCTR vs. JMOM - Expense Ratio Comparison

JCTR has a 0.15% expense ratio, which is higher than JMOM's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

JCTR vs. JMOM - Dividend Comparison

JCTR's dividend yield for the trailing twelve months is around 0.43%, less than JMOM's 0.72% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
JCTR JPMorgan Carbon Transition U.S. Equity ETF	0.43%	0.61%	1.04%	1.88%	1.53%	1.13%	0.13%	0.00%	0.00%	0.00%
JMOM JPMorgan U.S. Momentum Factor ETF	0.72%	0.86%	0.75%	1.21%	1.39%	0.64%	0.85%	1.11%	1.38%	0.29%

Frequently Asked Questions

Can I hold both JCTR and JMOM in my portfolio?

JCTR and JMOM have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, JCTR or JMOM?

On fees, JMOM is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, JCTR or JMOM?

JMOM is cheaper with a 0.12% expense ratio, compared with 0.15% for JCTR.

Which ETF pays a higher dividend yield, JCTR or JMOM?

JMOM has the higher dividend yield at 0.72%, compared with 0.43% for JCTR.

What is the main difference between JCTR and JMOM?

JCTR is categorized as Large Cap Blend Equities, while JMOM is Momentum. JCTR tracks JPMorgan Asset Management Carbon Transition U.S. Equity Index, while JMOM tracks JP Morgan US Momentum Factor Index. Their fees differ too: 0.15% for JCTR and 0.12% for JMOM.