JPUS vs. AFOS
JPUS (JPMorgan Diversified Return US Equity ETF) and AFOS (ARS Focused Opportunities Strategy ETF) are both Large Cap Blend Equities funds. Over the past year, JPUS returned 23.09% vs 83.17% for AFOS. A 0.53 correlation means they provide meaningful diversification when combined. JPUS charges 0.18%/yr vs 0.45%/yr for AFOS.
Performance
JPUS vs. AFOS - Performance Comparison
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Returns By Period
In the year-to-date period, JPUS achieves a 14.06% return, which is significantly lower than AFOS's 33.60% return.
JPUS
- 1D
- 0.69%
- 1M
- 2.24%
- YTD
- 14.06%
- 6M
- 12.77%
- 1Y
- 23.09%
- 3Y*
- 16.23%
- 5Y*
- 10.14%
- 10Y*
- 12.10%
AFOS
- 1D
- 2.47%
- 1M
- 3.16%
- YTD
- 33.60%
- 6M
- 31.56%
- 1Y
- 83.17%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JPUS vs. AFOS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
JPUS JPMorgan Diversified Return US Equity ETF | 14.06% | 7.92% |
AFOS ARS Focused Opportunities Strategy ETF | 33.60% | 37.10% |
Correlation
The correlation between JPUS and AFOS is 0.53, 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 Jun 26, 2025 | 0.53 |
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Return for Risk
JPUS vs. AFOS — Risk / Return Rank
JPUS
AFOS
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
JPUS vs. AFOS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Diversified Return US Equity ETF (JPUS) and ARS Focused Opportunities Strategy ETF (AFOS). 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.
| JPUS | AFOS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.39 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.36 | — | — |
| Martin ratioReturn relative to average drawdown | 13.47 | — | — |
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Drawdowns
JPUS vs. AFOS - Drawdown Comparison
The maximum JPUS drawdown since its inception was -38.69%, which is greater than AFOS's maximum drawdown of -11.52%. Use the drawdown chart below to compare losses from any high point for JPUS and AFOS.
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Drawdown Indicators
| JPUS | AFOS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.69% | -11.52% | -27.17% |
Max Drawdown (1Y)Largest decline over 1 year | -6.90% | -11.52% | +4.62% |
Max Drawdown (3Y)Largest decline over 3 years | -15.96% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -19.04% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -38.69% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -2.33% | +2.33% |
Average DrawdownAverage peak-to-trough decline | -3.81% | -1.43% | -2.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | — | — |
Volatility
JPUS vs. AFOS - Volatility Comparison
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Volatility by Period
| JPUS | AFOS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.98% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 7.74% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.50% | 21.58% | -11.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.49% | 21.58% | -7.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.74% | 21.58% | -4.84% |
JPUS vs. AFOS - Expense Ratio Comparison
JPUS has a 0.18% expense ratio, which is lower than AFOS's 0.45% expense ratio.
Dividends
JPUS vs. AFOS - Dividend Comparison
JPUS's dividend yield for the trailing twelve months is around 2.00%, more than AFOS's 0.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFOS ARS Focused Opportunities Strategy ETF | 0.22% | 0.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JPUS JPMorgan Diversified Return US Equity ETF | 2.00% | 2.27% | 2.12% | 2.26% | 2.35% | 1.67% | 1.94% | 2.09% | 2.16% | 1.25% | 0.77% | 0.48% |
Frequently Asked Questions
JPUS and AFOS have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On 1-year performance, AFOS leads with 83.17% vs 23.09% for JPUS. On fees, JPUS is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, AFOS has performed better with a 83.17% return vs 23.09%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
JPUS is cheaper with a 0.18% expense ratio, compared with 0.45% for AFOS.
JPUS has the higher dividend yield at 2.00%, compared with 0.22% for AFOS.
They also come from different issuers: JPMorgan and ARS Investment Partners. Their fees differ too: 0.18% for JPUS and 0.45% for AFOS.
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