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JUSAvsBGDVETF Comparison

ETF 1

JUSA

JPMorgan U.S. Research Enhanced Large Cap ETF

This fund is part of

US Large Cap

+0.89%

Full JUSA fund page

VS

ETF 2

BGDV

Bahl & Gaynor Dividend ETF

This fund is part of

US High Dividend

-0.33%

Full BGDV fund page

JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) belongs to the US Large Cap segment. Bahl & Gaynor Dividend ETF (BGDV) is part of the US High Dividend segment. JUSA's top 3 sector exposures are Information Technology, Consumer Discretionary and Communication Services. In contrast, BGDV's top sector exposures are Information Technology, Financials and Industrials. JUSA is less expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.85% for BGDV. JUSA is up 5.06% year-to-date (YTD) with +$6M in YTD flows. BGDV performs better with 8.67% YTD performance, and -$2M in YTD flows. Run a side-by-side ETF comparison of JUSA and BGDV 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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JUSA vs BGDV 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 04/24/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	JUSA BGDV	+9.44%+7.36%	+3.53%+5.05%	+5.06%+8.67%	+32.06%+27.76%	n/an/a	n/an/a
Flows	JUSA BGDV	+$2M+$2M	+$6M-$2M	+$6M-$2M	+$14M+$7M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	JUSA BGDV	+14.97%+13.74%	+12.41%+11.57%	n/an/a	n/an/a
Max drawdown	JUSA BGDV	-8.92%-8.47%	-8.92%-8.47%	n/an/a	n/an/a
Max drawdown duration	JUSA BGDV	63d46d	63d46d	n/an/a	n/an/a

Trading data

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	JUSA	BGDV
Last sale 4/24/2026 at 1:30 PM	$64.63	$29.68
Previous close 04/23/2026	$64.19	$29.73
Consolidated volume 04/23/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 4/24/2026 at 1:30 PM

Live

Closed

	JUSA	BGDV
Last price	$64.63	$29.68
1D performance	+0.69%	-0.18%
AuM	$35.56 M	$770.48 M
E/R	0.2%	0.85%

Characteristics

	JUSA	BGDV
Management strategy	Active	Active
Provider	J.P. Morgan Asset Management	Bahl & Gaynor
Benchmark	-	-
N° of holdings	227	46
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	March 13, 2025	December 12, 2024
ESG	No	No

More JUSA data on Trackinsight

More BGDV data on Trackinsight

Exposure

Countries

JUSA

USA

95.52%

Other

4.48%

BGDV

USA

94.87%

Other

5.13%

Sectors

JUSA

Information Techn.

34.24%

Consumer Discreti.

10.87%

Communication Ser.

9.82%

Financials

9.79%

Health Care

9.45%

Industrials

8.38%

Other

17.46%

BGDV

Information Techn.

19%

Financials

17.02%

Industrials

16.03%

Health Care

10.51%

Energy

7.7%

Other

29.74%

Diversification

JUSA

Total weight of top 15 holdings out of 15

43.68%

BGDV

Total weight of top 15 holdings out of 15

48.76%

Top 15 holdings

Data as of March 31, 2026

JUSA

NVIDIA

7.87%

APPLE

6.84%

MICROSOFT-T

5.20%

AMAZON.COM INC

3.91%

ALPHABET INC-CL

2.94%

BROADCOM LIMITED

2.77%

META PLATFORMS

2.27%

ALPHABET INC-CL

2.10%

TESLA

1.78%

EXXON

1.73%

BERKSHIRE HATHWAY

1.47%

JOHNSON&JOHNSON

1.36%

VISA INCORPORATION

1.20%

MASTERCARD

1.12%

LILLY

1.11%

BGDV

US8740391003

5.41%

BROADCOM LIMITED

4.79%

MOTOROLA SOLUTIONS

4.00%

LILLY

3.88%

TJX

3.22%

TARGA RESOURCS

3.22%

WILLIAMS

3.05%

ABBVIE

3.04%

ALPHABET INC-CL

2.88%

WESTERN DIGITAL

2.77%

HARTFORD FINANCIAL SERVICES GRUP

2.58%

CINTAS

2.56%

WASTE MANAGEMENT

2.49%

NEXTERA ENERGY

2.49%

L3 HARRIS TECHNOLOGIES

2.38%

Frequently asked questions about JUSA and BGDV

How have the JUSA and BGDV ETFs performed in 2026?

As of April 24, 2026, JUSA is up 5.06% year-to-date (YTD), while BGDV has returned 8.67%. That puts BGDV better performer ahead so far this year.

Which ETF is attracting more investor money: JUSA or BGDV?

Year-to-date, the JUSA ETF saw +$6M in flows, compared to -$2M for BGDV.

Which ETF is more volatile: JUSA or BGDV?

Over the past year, JUSA had a volatility of 12.41%, while BGDV experienced 11.57%.

Which ETF is bigger: JUSA or BGDV?

As of April 24, 2026, JUSA holds $35.56 M in assets under management (AUM), while BGDV manages $770.48 M.

What sectors do the JUSA and BGDV ETFs invest in?

JUSA leans toward sectors like Information Technology, Consumer Discretionary and Communication Services. Meanwhile, BGDV focuses on Information Technology, Financials and Industrials.

JUSAvsBGDVETF Comparison

JPMorgan U.S. Research Enhanced Large Cap ETF

Bahl & Gaynor Dividend ETF

JUSA vs BGDV 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 JUSA and BGDV ETFs performed in 2026?

As of April 24, 2026, JUSA is up 5.06% year-to-date (YTD), while BGDV has returned 8.67%. That puts BGDV better performer ahead so far this year.

Which ETF is attracting more investor money: JUSA or BGDV?

Year-to-date, the JUSA ETF saw +$6M in flows, compared to -$2M for BGDV.

Which ETF is more volatile: JUSA or BGDV?

Over the past year, JUSA had a volatility of 12.41%, while BGDV experienced 11.57%.

Which ETF is bigger: JUSA or BGDV?

As of April 24, 2026, JUSA holds $35.56 M in assets under management (AUM), while BGDV manages $770.48 M.

What sectors do the JUSA and BGDV ETFs invest in?

JUSA leans toward sectors like Information Technology, Consumer Discretionary and Communication Services. Meanwhile, BGDV focuses on Information Technology, Financials and Industrials.

What are the top holdings of the JUSA ETF and BGDV ETF?

JUSA top holdings include NVIDIA, APPLE and MICROSOFT-T. BGDV holds in its top three: US8740391003, BROADCOM LIMITED and MOTOROLA SOLUTIONS.

Which ETF is more diversified: JUSA or BGDV?

JUSA holds 238 securities with 43.68% of its assets in the top 15. BGDV has 51 securities and a top 15 weight of 48.76%.

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