BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

JPEFvsLGDXETF Comparison

ETF 1

JPEF

JPMorgan Equity Focus ETF

This fund is part of

US Multi-Factor

-0.27%

Full JPEF fund page

VS

ETF 2

LGDX

Intech S&P Large Cap Diversified Alpha ETF

This fund is part of

US Large Cap

-0.22%

Full LGDX fund page

JPMorgan Equity Focus ETF (JPEF) belongs to the US Multi-Factor segment. Intech S&P Large Cap Diversified Alpha ETF (LGDX) is part of the US Large Cap segment. JPEF's top 3 sector exposures are Technology, Finance and Industrials. In contrast, LGDX's top sector exposures are Technology, Finance and Healthcare. JPEF is more expensive with a Total Expense Ratio (TER) of 0.55%, versus 0.25% for LGDX. JPEF is up 10.27% year-to-date (YTD) with +$238M in YTD flows. LGDX performs better with 12.51% YTD performance, and -$2M in YTD flows. Run a side-by-side ETF comparison of JPEF and LGDX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

Find out how industry players manage ETF portfolios. Discover our library of Model portfolios

JPEF vs LGDX performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 08/06/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	JPEF LGDX	+2.00%+3.10%	+3.30%+5.52%	+10.27%+12.51%	+16.65%+19.73%	+68.59%n/a	n/an/a
Flows	JPEF LGDX	+$5M-$26K	+$49M-$2M	+$238M-$2M	+$164M+$24M	+$1.29B-	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	JPEF LGDX	+14.38%+13.72%	+12.58%+13.30%	+15.13%n/a	n/an/a
Max drawdown	JPEF LGDX	-4.74%-4.52%	-8.20%-8.94%	-18.24%n/a	n/an/a
Max drawdown duration	JPEF LGDX	61d60d	48d76d	155dn/a	n/an/a

Trading data

Create an account to view trading data

Join for free

	JPEF	LGDX
Last sale 8/7/2026 at 1:30 PM	$82.89	$25.81
Previous close 08/06/2026	$82.31	$25.90
Consolidated volume 08/06/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 8/7/2026 at 1:30 PM

Live

Closed

	JPEF	LGDX
Last price	$82.89	$25.81
1D performance	+0.71%	-0.34%
AuM	$2.04 B	$146.37 M
E/R	0.55%	0.25%

Characteristics

	JPEF	LGDX
Management strategy	Active	Active
Provider	J.P. Morgan Asset Management	Intech Investment Management
Benchmark	-	-
N° of holdings	39	273
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	July 28, 2023	February 27, 2025
ESG	No	No

More JPEF data on Trackinsight

More LGDX data on Trackinsight

Exposure

Countries

JPEF

USA

97.44%

Other

2.56%

LGDX

USA

98.22%

Other

1.78%

Sectors

JPEF

Technology

43.27%

Finance

16.65%

Industrials

9.25%

Healthcare

8.39%

Other

22.44%

LGDX

Technology

44.69%

Finance

13.87%

Healthcare

9.12%

Consumer Non-Cycl.

7.22%

Industrials

7.19%

Other

17.91%

Diversification

JPEF

Total weight of top 15 holdings out of 15

57.92%

LGDX

Total weight of top 15 holdings out of 15

44.74%

Top 15 holdings

Data as of June 30, 2026

JPEF

NVIDIA Corp.

8.73%

Alphabet, Inc.

6.62%

Apple, Inc.

4.44%

Amazon.com, Inc.

4.24%

Broadcom Inc.

3.89%

Morgan Stanley

3.37%

Analog Devices, Inc.

3.35%

Loews Corp.

3.12%

United Rentals, Inc.

3.10%

Johnson & Johnson

3.09%

Microsoft Corp.

3.06%

Advanced Micro Devices, Inc.

2.88%

Micron Technology, Inc.

2.72%

M&T Bank Corp.

2.70%

NextEra Energy, Inc.

2.61%

LGDX

NVIDIA Corp.

8.41%

Apple, Inc.

5.10%

Microsoft Corp.

4.90%

Alphabet, Inc.

4.21%

Broadcom Inc.

3.51%

Alphabet, Inc.

3.36%

Amazon.com, Inc.

2.94%

Meta Platforms, Inc.

2.51%

Tesla, Inc.

1.63%

Cisco Systems, Inc.

1.49%

Micron Technology, Inc.

1.48%

Eli Lilly & Co.

1.47%

Advanced Micro Devices, Inc.

1.38%

Citigroup, Inc.

1.21%

Johnson & Johnson

1.14%

Frequently asked questions about JPEF and LGDX

JPEFvsLGDXETF Comparison

JPMorgan Equity Focus ETF

Intech S&P Large Cap Diversified Alpha ETF

JPEF vs LGDX performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the JPEF and LGDX ETFs performed in 2026?

As of August 6, 2026, JPEF is up 10.27% year-to-date (YTD), while LGDX has returned 12.51%. That puts LGDX better performer ahead so far this year.

Which ETF is attracting more investor money: JPEF or LGDX?

Year-to-date, the JPEF ETF saw +$238M in flows, compared to -$2M for LGDX.

Which ETF is more volatile: JPEF or LGDX?

Over the past year, JPEF had a volatility of 12.58%, while LGDX experienced 13.3%.

Which ETF is bigger: JPEF or LGDX?

As of August 6, 2026, JPEF holds $2.04 B in assets under management (AUM), while LGDX manages $146.37 M.

What sectors do the JPEF and LGDX ETFs invest in?

JPEF leans toward sectors like Technology, Finance and Industrials. Meanwhile, LGDX focuses on Technology, Finance and Healthcare.

What are the top holdings of the JPEF ETF and LGDX ETF?

JPEF top holdings include NVIDIA Corp., Alphabet, Inc. and Apple, Inc.. LGDX holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..

Which ETF is more diversified: JPEF or LGDX?

JPEF holds 39 securities with 57.92% of its assets in the top 15. LGDX has 274 securities and a top 15 weight of 44.74%.

The ETF Industry Is Evolving Fast