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JPUSvsDFVEETF Comparison
JPMorgan Diversified Return U.S. Equity ETF (JPUS) belongs to the US Multi-Factor segment. DoubleLine Fortune 500 Equal Weight ETF (DFVE) is part of the US Large Cap segment. JPUS's top 3 sector exposures are Consumer Staples, Health Care and Industrials. In contrast, DFVE's top sector exposures are Industrials, Consumer Discretionary and Financials. JPUS is less expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.2% for DFVE. JPUS is up 5.42% year-to-date (YTD) with -$6M in YTD flows. DFVE performs worse with 3.14% YTD performance, and +$4M in YTD flows. Run a side-by-side ETF comparison of JPUS and DFVE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
JPUS vs DFVE performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JPUS DFVE | -3.59%-4.59% | +4.66%+1.29% | +5.42%+3.14% | +19.31%+20.89% | +51.70%n/a | +60.00%n/a |
| Flows | JPUS DFVE | --$12K | -$6M+$4M | -$6M+$4M | -$53M+$9M | -$219M- | -$422M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JPUS DFVE | +10.21%+12.75% | +14.91%+18.30% | +12.75%n/a | +14.60%n/a |
| Max drawdown | JPUS DFVE | -4.85%-4.59% | -11.46%-13.64% | -15.79%n/a | -19.14%n/a |
| Max drawdown duration | JPUS DFVE | 11d28d | 42d46d | 254dn/a | 602dn/a |
JPUS | DFVE | |
Last sale 3/13/2026 at 1:30 PM | $130.69 | $32.33 |
| Previous close 03/12/2026 | $130.87 | $32.39 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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JPUS | DFVE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
JPUS | DFVE | |
|---|---|---|
| Last price | $130.69 | $32.33 |
| 1D performance | -0.14% | -0.18% |
| AuM | $404.71 M | $25.63 M |
| E/R | 0.18% | 0.2% |
JPUS | DFVE | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | J.P. Morgan Asset Management | DoubleLine |
| Benchmark | JP Morgan Diversified Factor US Equity Index | Barclays Fortune 500 Equal Weighted Index |
| N° of holdings | 350 | 427 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 29, 2015 | February 1, 2024 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the JPUS and DFVE ETFs performed in 2026?
As of March 13, 2026, JPUS is up 5.42% year-to-date (YTD), while DFVE has returned 3.14%. That puts JPUS better performer ahead so far this year.
Which ETF is attracting more investor money: JPUS or DFVE?
Year-to-date, the JPUS ETF saw -$6M in flows, compared to +$4M for DFVE.
Which ETF is more volatile: JPUS or DFVE?
Over the past year, JPUS had a volatility of 14.91%, while DFVE experienced 18.3%.
Which ETF is bigger: JPUS or DFVE?
As of March 13, 2026, JPUS holds $404.71 M in assets under management (AUM), while DFVE manages $25.63 M.
What sectors do the JPUS and DFVE ETFs invest in?
JPUS leans toward sectors like Consumer Staples, Health Care and Industrials. Meanwhile, DFVE focuses on Industrials, Consumer Discretionary and Financials.
What are the top holdings of the JPUS ETF and DFVE ETF?
JPUS top holdings include US5128073062, ROYAL GOLD and NEWMONT CORP. DFVE holds in its top three: AMARK PRECIOUS/D, MICRON TECHNOLOGY and WESTERN DIGITAL.
Which ETF is more diversified: JPUS or DFVE?
JPUS holds 366 securities with 7.45% of its assets in the top 15. DFVE has 438 securities and a top 15 weight of 4.74%.
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