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

ETF | Large Blend |

Last Closing

USD 114.038

Change

+0.96 (+0.85)%

Market Cap

USD 0.44B

Volume

3.70K

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: 2025-01-13 )

Largest Industry Peers for Large Blend

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SCHX Schwab U.S. Large-Cap ETF

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DYNF BlackRock US Equity Factor Rot..

+0.05 (+0.10%)

USD 13.65B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.23 (+0.20%)

USD 13.32B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.11 (+0.16%)

USD 9.65B
SPLV Invesco S&P 500® Low Volatili..

+0.48 (+0.70%)

USD 7.27B
JQUA JPMorgan U.S. Quality Factor E..

+0.11 (+0.19%)

USD 5.20B
SCHK Schwab 1000 ETF

+0.05 (+0.18%)

USD 3.97B
DIVO Amplify CWP Enhanced Dividend ..

+0.32 (+0.80%)

USD 3.77B

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 -0.06% 79% B- 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.06% 79% B- 65% D
Trailing 12 Months  
Capital Gain 11.18% 14% F 65% D
Dividend Return 1.56% 86% B+ 26% F
Total Return 12.74% 14% F 62% D
Trailing 5 Years  
Capital Gain 41.71% 18% F 72% C
Dividend Return 11.87% 86% B+ 38% F
Total Return 53.58% 17% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 12.38% 39% F 69% C-
Dividend Return 13.98% 40% F 68% D+
Total Return 1.60% 88% B+ 39% F
Risk Return Profile  
Volatility (Standard Deviation) 16.82% 81% B- 62% D
Risk Adjusted Return 83.10% 58% F 89% A-
Market Capitalization 0.44B 54% F 47% 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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.