JPEFvsUSPXETF Comparison
JPMorgan Equity Focus ETF (JPEF) belongs to the US Multi-Factor segment. Franklin U.S. Equity Index ETF (USPX) is part of the US Large Cap segment. JPEF's top 3 sector exposures are Information Technology, Financials and Consumer Discretionary. In contrast, USPX's top sector exposures are Information Technology, Communication Services and Financials. JPEF is more expensive with a Total Expense Ratio (TER) of 0.55%, versus 0.03% for USPX. JPEF is down -2.89% year-to-date (YTD) with +$170M in YTD flows. USPX performs worse with -3.39% YTD performance, and +$69M in YTD flows. Run a side-by-side ETF comparison of JPEF and USPX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
JPEF vs USPX performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JPEF USPX | -3.20%-2.59% | -3.55%-4.50% | -2.89%-3.39% | +26.15%+32.01% | n/a+67.94% | n/a+63.99% |
| Flows | JPEF USPX | +$39M+$15M | +$170M+$63M | +$170M+$69M | +$263M+$103M | -+$346M | -+$993M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JPEF USPX | +13.48%+14.51% | +15.90%+16.74% | n/a+15.03% | n/a+15.47% |
| Max drawdown | JPEF USPX | -8.20%-9.15% | -8.20%-9.15% | n/a-19.03% | n/a-24.64% |
| Max drawdown duration | JPEF USPX | 41d85d | 41d85d | n/a126d | n/a712d |
JPEF | USPX | |
Last sale 4/8/2026 at 1:30 PM | $74.23 | $59.01 |
| Previous close 04/07/2026 | $72.48 | $57.59 |
| Consolidated volume 04/07/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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JPEF | USPX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
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JPEF | USPX | |
|---|---|---|
| Last price | $74.23 | $59.01 |
| 1D performance | +2.42% | +2.47% |
| AuM | $1.73 B | $1.67 B |
| E/R | 0.55% | 0.03% |
JPEF | USPX | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | J.P. Morgan Asset Management | Franklin Templeton |
| Benchmark | - | Morningstar US Target Market Exposure Index |
| N° of holdings | 40 | 456 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 28, 2023 | June 1, 2016 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
