JPEF vs. CGUS

In the year-to-date period, JPEF achieves a -0.10% return, which is significantly lower than CGUS's 0.49% return.

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JPEF has a 0.50% expense ratio, which is higher than CGUS's 0.33% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Focus ETF (JPEF) and Capital Group Core Equity ETF (CGUS). 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.

The current JPEF Sharpe Ratio is 0.72, which is comparable to the CGUS Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of JPEF and CGUS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JPEF's dividend yield for the trailing twelve months is around 0.72%, less than CGUS's 1.04% yield.

The maximum JPEF drawdown since its inception was -18.09%, smaller than the maximum CGUS drawdown of -21.86%. Use the drawdown chart below to compare losses from any high point for JPEF and CGUS.

JPMorgan Equity Focus ETF (JPEF) and Capital Group Core Equity ETF (CGUS) have volatilities of 4.93% and 4.83%, 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.