JDIV:NYE-J.P. Morgan Exchange-Traded Fund Trust (USD)

ETF | Large Value |

Last Closing

USD 49.4647

Change

+0.96 (+1.97)%

Market Cap

N/A

Volume

2.90K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-12 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

+0.70 (+2.72%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

+1.51 (+2.50%)

USD 28.73B
FNDX Schwab Fundamental U.S. Large ..

+0.64 (+2.77%)

USD 16.14B
SCHV Schwab U.S. Large-Cap Value ET..

+0.57 (+2.18%)

USD 11.19B
SPYD SPDR® Portfolio S&P 500 High ..

+0.64 (+1.52%)

USD 6.49B
VOOV Vanguard S&P 500 Value Index F..

+4.76 (+2.66%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

+1.06 (+2.17%)

USD 4.55B
SPHD Invesco S&P 500® High Dividen..

+0.40 (+0.84%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

+1.60 (+2.00%)

USD 2.39B
LRGF iShares U.S. Equity Factor ETF

+1.95 (+3.32%)

USD 2.15B

ETFs Containing JDIV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.38% 100% F 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.38% 100% F 81% B-
Trailing 12 Months  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 5 Years  
Capital Gain 147.69% 100% F 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 147.69% 96% N/A 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 11.05% 58% F 73% C
Dividend Return 12.57% 47% F 71% C-
Total Return 1.51% 17% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 19.68% 13% F 51% F
Risk Adjusted Return 63.86% 13% F 77% C+
Market Capitalization N/A N/A N/A N/A N/A

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:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.