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JUSAvsLGHETF Comparison

ETF 1

JUSA

JPMorgan U.S. Research Enhanced Large Cap ETF

This fund is part of

US Large Cap

-1.65%

Full JUSA fund page

VS

ETF 2

LGH

HCM Retirement Defender 100 Index ETF

This fund is part of

Multi-Asset: Moderate

-1.27%

Full LGH fund page

JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) belongs to the US Large Cap segment. HCM Retirement Defender 100 Index ETF (LGH) is part of the Multi-Asset: Moderate segment. JUSA's top 3 sector exposures are Information Technology, Consumer Discretionary and Communication Services. In contrast, LGH's top sector exposures are Information Technology, Communication Services and Consumer Discretionary. JUSA is less expensive with a Total Expense Ratio (TER) of 0.18%, versus 1% for LGH. JUSA is up 5.88% year-to-date (YTD) with +$374M in YTD flows. LGH performs worse with -1.13% YTD performance, and -$16M in YTD flows. Run a side-by-side ETF comparison of JUSA and LGH 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 LGH 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 06/10/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	JUSA LGH	-2.05%-2.95%	+6.71%+1.21%	+5.88%-1.13%	+20.32%+17.35%	n/a+63.52%	n/a+60.31%
Flows	JUSA LGH	+$219M-$3M	+$370M-$13M	+$374M-$16M	+$377M+$12M	-+$93M	-+$212M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	JUSA LGH	+15.08%+17.07%	+12.10%+15.95%	n/a+17.05%	n/a+16.70%
Max drawdown	JUSA LGH	-6.36%-7.07%	-8.92%-11.23%	n/a-18.42%	n/a-29.00%
Max drawdown duration	JUSA LGH	28d50d	63d120d	n/a206d	n/a806d

Trading data

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	JUSA	LGH
Last sale 6/11/2026 at 2:43 PM	$65.48	$61.57
Previous close 06/10/2026	$65.26	$61.32
Consolidated volume 06/10/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of May 29, 2026

1-year trailing difference

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JUSA

is actively managed and doesn’t replicate an index

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	JUSA	LGH
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 6/11/2026 at 2:43 PM

Live

Closed

	JUSA	LGH
Last price	$65.48	$61.57
1D performance	+0.34%	+0.41%
AuM	$395.87 M	$557.74 M
E/R	0.18%	1%

Characteristics

	JUSA	LGH
Management strategy	Active	Passive
Provider	J.P. Morgan Asset Management	Howard Capital Management
Benchmark	-	HCM Retirement Defender 100 Index
N° of holdings	231	393
Asset class	-	Alternative
Trailing 12m distribution yield	Join	Join
Inception date	March 13, 2025	October 7, 2019
ESG	No	No

More JUSA data on Trackinsight

More LGH data on Trackinsight

Exposure

Countries

JUSA

USA

95.56%

Other

4.44%

LGH

USA

77.55%

Other

22.45%

Sectors

JUSA

Information Techn.

36.51%

Consumer Discreti.

11.13%

Communication Ser.

10.5%

Financials

9.33%

Health Care

8.41%

Industrials

8.07%

Other

16.05%

LGH

Information Techn.

30.71%

Communication Ser.

9.57%

Consumer Discreti.

8%

Financials

7.49%

Other

44.24%

Diversification

JUSA

Total weight of top 15 holdings out of 15

45.61%

LGH

Total weight of top 15 holdings out of 15

39.68%

Top 15 holdings

Data as of April 30, 2026

JUSA

NVIDIA

8.69%

APPLE

6.47%

MICROSOFT-T

5.49%

AMAZON.COM INC

4.65%

BROADCOM LIMITED

3.46%

ALPHABET INC-CL

3.28%

META PLATFORMS

2.64%

ALPHABET INC-CL

2.33%

TESLA

1.57%

BERKSHIRE HATHWAY

1.34%

EXXON

1.34%

JOHNSON&JOHNSON

1.15%

VISA INCORPORATION

1.13%

MASTERCARD

1.04%

MICRON TECHNOLOGY

1.04%

LGH

NVIDIA

7.43%

APPLE

5.99%

MICROSOFT-T

4.57%

AMAZON.COM INC

3.66%

ALPHABET INC-CL

2.99%

BROADCOM LIMITED

2.79%

ALPHABET INC-CL

2.58%

META PLATFORMS

2.13%

TESLA

1.57%

JPMORGAN CHASE

1.26%

LILLY

1.11%

BERKSHIRE HATHWAY

0.98%

EXXON

0.97%

MICRON TECHNOLOGY

0.82%

JOHNSON&JOHNSON

0.82%

Frequently asked questions about JUSA and LGH

How have the JUSA and LGH ETFs performed in 2026?

As of June 10, 2026, JUSA is up 5.88% year-to-date (YTD), while LGH has lost -1.13%. That puts JUSA better performer ahead so far this year.

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

Year-to-date, the JUSA ETF saw +$374M in flows, compared to -$16M for LGH.

Which ETF is more volatile: JUSA or LGH?

Over the past year, JUSA had a volatility of 12.1%, while LGH experienced 15.95%.

Which ETF is bigger: JUSA or LGH?

As of June 10, 2026, JUSA holds $395.87 M in assets under management (AUM), while LGH manages $557.74 M.

What sectors do the JUSA and LGH ETFs invest in?

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

JUSAvsLGHETF Comparison

JPMorgan U.S. Research Enhanced Large Cap ETF

HCM Retirement Defender 100 Index ETF

JUSA vs LGH 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 LGH ETFs performed in 2026?

As of June 10, 2026, JUSA is up 5.88% year-to-date (YTD), while LGH has lost -1.13%. That puts JUSA better performer ahead so far this year.

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

Year-to-date, the JUSA ETF saw +$374M in flows, compared to -$16M for LGH.

Which ETF is more volatile: JUSA or LGH?

Over the past year, JUSA had a volatility of 12.1%, while LGH experienced 15.95%.

Which ETF is bigger: JUSA or LGH?

As of June 10, 2026, JUSA holds $395.87 M in assets under management (AUM), while LGH manages $557.74 M.

What sectors do the JUSA and LGH ETFs invest in?

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

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

JUSA top holdings include NVIDIA, APPLE and MICROSOFT-T. LGH holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: JUSA or LGH?

JUSA holds 242 securities with 45.61% of its assets in the top 15. LGH has 406 securities and a top 15 weight of 39.68%.

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