Compare ETFs
Up to five funds side by side: fees, size, yields, performance, risk, top holdings and sector mix, with a normalized total-return chart.
| Metric |  JPSE JPMorgan Diversified Return… |
|---|---|
| Price | 57.22 +0.15% |
| Issuer | J.P. Morgan |
| AUM | $570.8M |
| Expense Ratio | 0.29% |
| Yield (TTM) | 1.44% |
| Inception | Nov 15, 2016 |
| Holdings | 546 |
| Avg Volume | 20.72K |
| YTD | +14.10% |
| 1Y total | +16.19% |
| 3Y total (ann.) | +15.14% |
| 5Y total (ann.) | +6.91% |
| Volatility 1Y | 14.51% |
| Sharpe 1Y | 1.14 |
| Max drawdown 1Y | -8.08% |
| Beta vs S&P 500 (3Y) | 0.915 |
| Top 10 holdings | TXG 0.42% INSW 0.37% MTRN 0.36% DHT 0.36% TNK 0.36% PBF 0.36% IDT 0.35% DGII 0.35% LAUR 0.34% LGND 0.34% |
| Sector mix | Real Estate 13.93% Industrials 11.70% Technology 11.48% Financial Services 10.26% Basic Materials 10.13% Healthcare 9.89% |
Total Return, normalized
Dividend-adjusted daily closes over the last 12 months, normalized to 0% at the range start.
Market data delayed approximately 15–20 minutes unless otherwise indicated. Comparison presents measurable characteristics only; it is not advice about which fund suits anyone.