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JPEFvsVOTEETF Comparison

ETF 1

JPEF

JPMorgan Equity Focus ETF

This fund is part of

US Multi-Factor

+0%

Full JPEF fund page

VS

ETF 2

VOTE

TCW Transform 500 ETF

This fund is part of

US Large Cap

+0%

Full VOTE fund page

JPMorgan Equity Focus ETF (JPEF) belongs to the US Multi-Factor segment. TCW Transform 500 ETF (VOTE) is part of the US Large Cap segment. JPEF's top 3 sector exposures are Information Technology, Financials and Consumer Discretionary. In contrast, VOTE'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 0.05% for VOTE. JPEF is down -3.49% year-to-date (YTD) with +$170M in YTD flows. VOTE performs worse with -3.79% YTD performance, and +$48M in YTD flows. Run a side-by-side ETF comparison of JPEF and VOTE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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JPEF vs VOTE performance and flow charts

Performance

Cumulative Flows

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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 04/02/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	JPEF VOTE	-4.77%-4.27%	-3.40%-4.02%	-3.49%-3.79%	+12.65%+18.29%	n/a+67.42%	n/an/a
Flows	JPEF VOTE	+$46M+$10M	+$170M+$48M	+$170M+$48M	+$287M+$96M	-+$204M	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	JPEF VOTE	+13.41%+14.70%	+17.52%+18.57%	n/a+15.16%	n/an/a
Max drawdown	JPEF VOTE	-8.20%-9.04%	-11.16%-12.19%	n/a-19.12%	n/an/a
Max drawdown duration	JPEF VOTE	36d64d	29d29d	n/a126d	n/an/a

Trading data

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	JPEF	VOTE
Last sale 4/2/2026 at 1:30 PM	$72.04
Previous close 04/02/2026	$72.09
Consolidated volume 04/02/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

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JPEF

is actively managed and doesn’t replicate an index

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	JPEF	VOTE
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/2/2026 at 1:30 PM

Live

Closed

	JPEF	VOTE
Last price	$72.04	–
1D performance	-0.08%	–
AuM	$1.72 B	$941.86 M
E/R	0.55%	0.05%

Characteristics

	JPEF	VOTE
Management strategy	Active	Passive
Provider	J.P. Morgan Asset Management	TCW
Benchmark	-	Morningstar US Large Cap Select Index
N° of holdings	40	468
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	July 28, 2023	June 22, 2021
ESG	No	No

More JPEF data on Trackinsight

More VOTE data on Trackinsight

Exposure

Countries

JPEF

USA

97.94%

Other

2.06%

VOTE

USA

94.89%

Other

5.11%

Sectors

JPEF

Information Techn.

27.92%

Financials

15.35%

Consumer Discreti.

11.68%

Communication Ser.

10.55%

Health Care

9.97%

Other

24.54%

VOTE

Information Techn.

33.16%

Communication Ser.

10.64%

Financials

10.18%

Consumer Discreti.

9.96%

Health Care

9.62%

Industrials

8.58%

Other

17.86%

Diversification

JPEF

Total weight of top 15 holdings out of 15

57.69%

VOTE

Total weight of top 15 holdings out of 15

41.75%

Top 15 holdings

Data as of February 28, 2026

JPEF

NVIDIA

8.09%

ALPHABET INC-CL

5.19%

APPLE

4.64%

MICROSOFT-T

3.88%

AMAZON.COM INC

3.81%

ANALOG DEVICES

3.51%

LOEWS

3.48%

BROADCOM LIMITED

3.34%

JOHNSON&JOHNSON

3.26%

META PLATFORMS

3.25%

KINDER MORGAN

3.20%

MORGAN STANLEY

3.09%

BERKSHIRE HATHWAY

3.08%

CAPITAL ONE FINANCIAL

2.97%

MCDONALD'S

2.91%

VOTE

NVIDIA

7.00%

APPLE

6.59%

MICROSOFT-T

4.91%

AMAZON.COM INC

3.44%

ALPHABET INC-CL

3.05%

ALPHABET INC-CL

2.65%

BROADCOM LIMITED

2.48%

META PLATFORMS

2.37%

TESLA

1.89%

BERKSHIRE HATHWAY

1.56%

LILLY

1.41%

JPMORGAN CHASE

1.39%

EXXON

1.08%

JOHNSON&JOHNSON

1.01%

VISA INCORPORATION

0.91%

Frequently asked questions about JPEF and VOTE

How have the JPEF and VOTE ETFs performed in 2026?

As of April 2, 2026, JPEF is down -3.49% year-to-date (YTD), while VOTE has lost -3.79%. That puts JPEF better performer ahead so far this year.

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

Year-to-date, the JPEF ETF saw +$170M in flows, compared to +$48M for VOTE.

Which ETF is more volatile: JPEF or VOTE?

Over the past year, JPEF had a volatility of 17.52%, while VOTE experienced 18.57%.

Which ETF is bigger: JPEF or VOTE?

As of April 2, 2026, JPEF holds $1.72 B in assets under management (AUM), while VOTE manages $941.86 M.

What sectors do the JPEF and VOTE ETFs invest in?

JPEF leans toward sectors like Information Technology, Financials and Consumer Discretionary. Meanwhile, VOTE focuses on Information Technology, Communication Services and Financials.

JPEFvsVOTEETF Comparison

JPMorgan Equity Focus ETF

TCW Transform 500 ETF

JPEF vs VOTE 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 VOTE ETFs performed in 2026?

As of April 2, 2026, JPEF is down -3.49% year-to-date (YTD), while VOTE has lost -3.79%. That puts JPEF better performer ahead so far this year.

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

Year-to-date, the JPEF ETF saw +$170M in flows, compared to +$48M for VOTE.

Which ETF is more volatile: JPEF or VOTE?

Over the past year, JPEF had a volatility of 17.52%, while VOTE experienced 18.57%.

Which ETF is bigger: JPEF or VOTE?

As of April 2, 2026, JPEF holds $1.72 B in assets under management (AUM), while VOTE manages $941.86 M.

What sectors do the JPEF and VOTE ETFs invest in?

JPEF leans toward sectors like Information Technology, Financials and Consumer Discretionary. Meanwhile, VOTE focuses on Information Technology, Communication Services and Financials.

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

JPEF top holdings include NVIDIA, ALPHABET INC-CL and APPLE. VOTE holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: JPEF or VOTE?

JPEF holds 40 securities with 57.69% of its assets in the top 15. VOTE has 490 securities and a top 15 weight of 41.75%.

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