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JPFP vs. ASMF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JPFP vs. ASMF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Managed Futures Plus ETF (JPFP) and Virtus AlphaSimplex Managed Futures ETF (ASMF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


JPFP

1D
-1.85%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

ASMF

1D
-1.67%
1M
-1.93%
YTD
7.12%
6M
6.84%
1Y
15.63%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

JPFP vs. ASMF - Yearly Performance Comparison


Correlation

The correlation between JPFP and ASMF is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since May 28, 2026

0.74

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Return for Risk

JPFP vs. ASMF — Risk / Return Rank

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

JPFP

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


ASMF
ASMF Risk / Return Rank: 4848
Overall Rank
ASMF Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
ASMF Sortino Ratio Rank: 3939
Sortino Ratio Rank
ASMF Omega Ratio Rank: 4141
Omega Ratio Rank
ASMF Calmar Ratio Rank: 6767
Calmar Ratio Rank
ASMF Martin Ratio Rank: 5050
Martin Ratio Rank
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.

JPFP vs. ASMF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Managed Futures Plus ETF (JPFP) and Virtus AlphaSimplex Managed Futures ETF (ASMF). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


JPFPASMFDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.25

Calmar ratioReturn relative to maximum drawdown

3.13

Martin ratioReturn relative to average drawdown

7.86

JPFP vs. ASMF - Sharpe Ratio Comparison


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Drawdowns

JPFP vs. ASMF - Drawdown Comparison

The maximum JPFP drawdown since its inception was -5.82%, smaller than the maximum ASMF drawdown of -15.31%. Use the drawdown chart below to compare losses from any high point for JPFP and ASMF.


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Drawdown Indicators


JPFPASMFDifference

Max Drawdown

Largest peak-to-trough decline

-5.82%

-15.31%

+9.49%

Max Drawdown (1Y)

Largest decline over 1 year

-5.02%

Current Drawdown

Current decline from peak

-4.53%

-3.39%

-1.14%

Average Drawdown

Average peak-to-trough decline

-2.33%

-7.48%

+5.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.99%

Volatility

JPFP vs. ASMF - Volatility Comparison


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Volatility by Period


JPFPASMFDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.45%

Volatility (6M)

Calculated over the trailing 6-month period

9.75%

Volatility (1Y)

Calculated over the trailing 1-year period

22.47%

11.53%

+10.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.47%

11.04%

+11.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.47%

11.04%

+11.43%

JPFP vs. ASMF - Expense Ratio Comparison

JPFP has a 0.59% expense ratio, which is lower than ASMF's 0.80% expense ratio.


Dividends

JPFP vs. ASMF - Dividend Comparison

JPFP has not paid dividends to shareholders, while ASMF's dividend yield for the trailing twelve months is around 0.20%.


PositionTTM20252024
ASMF
Virtus AlphaSimplex Managed Futures ETF
0.20%0.22%1.66%
JPFP
JPMorgan Managed Futures Plus ETF
0.00%0.00%0.00%

Frequently Asked Questions


JPFP and ASMF have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, JPFP is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.

JPFP is cheaper with a 0.59% expense ratio, compared with 0.80% for ASMF.

ASMF has the higher dividend yield at 0.20%, compared with 0.00% for JPFP.

They also come from different issuers: JPMorgan and Virtus. Their fees differ too: 0.59% for JPFP and 0.80% for ASMF.

Portfolio Optimizer

Find the right allocation for JPFP and ASMF

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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