JPUS:NYE-JPMorgan Diversified Return U.S. Equity ETF (USD)

ETF | Large Blend |

Last Closing

USD 119.676

Change

+0.29 (+0.24)%

Market Cap

USD 0.44B

Volume

3.27K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics. The fund's securities are large- and mid-cap equity securities of U.S. companies, including common stock, preferred stock and real estate investment trusts.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

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SPTM SPDR® Portfolio S&P 1500 Comp..

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SPLV Invesco S&P 500® Low Volatili..

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JQUA JPMorgan U.S. Quality Factor E..

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SCHK Schwab 1000 ETF

+0.22 (+0.40%)

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SUSA iShares MSCI USA ESG Select

+0.46 (+0.38%)

USD 3.71B

ETFs Containing JPUS

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.50% 33% F 73% C
Dividend Return 0.94% 32% F 16% F
Total Return 17.44% 31% F 70% C-
Trailing 12 Months  
Capital Gain 29.11% 35% F 73% C
Dividend Return 1.91% 83% B 27% F
Total Return 31.02% 35% F 70% C-
Trailing 5 Years  
Capital Gain 62.38% 22% F 74% C
Dividend Return 9.93% 80% B- 34% F
Total Return 72.31% 26% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 10.99% N/A N/A 70% C-
Dividend Return 12.63% N/A N/A 68% D+
Total Return 1.64% N/A N/A 38% F
Risk Return Profile  
Volatility (Standard Deviation) 16.65% N/A N/A 60% D-
Risk Adjusted Return 75.87% N/A N/A 87% B+
Market Capitalization 0.44B 53% F 45% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:

There is nothing we particularly dislike