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SGLCvsJPEFETF Comparison

ETF 1

SGLC

SGI U.S. Large Cap Core ETF

This fund is part of

US Large Cap

-0.31%

Full SGLC fund page

VS

ETF 2

JPEF

JPMorgan Equity Focus ETF

This fund is part of

US Multi-Factor

+0.16%

Full JPEF fund page

SGI U.S. Large Cap Core ETF (SGLC) belongs to the US Large Cap segment. JPMorgan Equity Focus ETF (JPEF) is part of the US Multi-Factor segment. SGLC's top 3 sector exposures are Information Technology, Financials and Communication Services. In contrast, JPEF's top sector exposures are Information Technology, Financials and Consumer Discretionary. SGLC is more expensive with a Total Expense Ratio (TER) of 0.85%, versus 0.55% for JPEF. SGLC is up 13.11% year-to-date (YTD) with +$61M in YTD flows. JPEF performs worse with 6.9% YTD performance, and +$227M in YTD flows. Run a side-by-side ETF comparison of SGLC and JPEF 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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SGLC vs JPEF 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 06/22/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SGLC JPEF	+1.04%-0.10%	+15.47%+10.48%	+13.11%+6.90%	+31.91%+17.99%	+75.53%n/a	n/an/a
Flows	SGLC JPEF	+$5M+$32M	+$14M+$49M	+$61M+$227M	+$73M+$192M	+$73M-	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SGLC JPEF	+17.11%+15.10%	+13.70%+12.02%	+15.62%n/a	n/an/a
Max drawdown	SGLC JPEF	-4.55%-4.74%	-10.17%-8.20%	-19.49%n/a	n/an/a
Max drawdown duration	SGLC JPEF	20d39d	74d48d	174dn/a	n/an/a

Trading data

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	SGLC	JPEF
Last sale 6/23/2026 at 1:30 PM	$42.93	$78.65
Previous close 06/22/2026	$43.37	$79.79
Consolidated volume 06/22/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 6/23/2026 at 1:30 PM

Live

Closed

	SGLC	JPEF
Last price	$42.93	$78.65
1D performance	-1.01%	-1.43%
AuM	$194.92 M	$1.96 B
E/R	0.85%	0.55%

Characteristics

	SGLC	JPEF
Management strategy	Active	Active
Provider	Summit Global Investments	J.P. Morgan Asset Management
Benchmark	-	-
N° of holdings	120	41
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	March 31, 2023	July 28, 2023
ESG	No	No

More SGLC data on Trackinsight

More JPEF data on Trackinsight

Exposure

Countries

SGLC

USA

95.46%

Other

4.54%

JPEF

USA

98.02%

Other

1.98%

Sectors

SGLC

Information Techn.

33.6%

Financials

11.46%

Communication Ser.

11.46%

Health Care

9.91%

Consumer Discreti.

9.56%

Other

24.01%

JPEF

Information Techn.

30.74%

Financials

13.7%

Consumer Discreti.

11.93%

Communication Ser.

11.53%

Health Care

8.49%

Other

23.61%

Diversification

SGLC

Total weight of top 15 holdings out of 15

54.35%

JPEF

Total weight of top 15 holdings out of 15

59.5%

Top 15 holdings

Data as of April 30, 2026

SGLC

NVIDIA

9.12%

APPLE

7.11%

MICROSOFT-T

6.26%

ALPHABET INC-CL

5.95%

AMAZON.COM INC

3.66%

META PLATFORMS

2.94%

BROADCOM LIMITED

2.72%

REGENERON PHARMACEUTICALS

2.49%

BERKSHIRE HATHWAY

2.33%

MICRON TECHNOLOGY

2.21%

LILLY

2.12%

COCA-COLA

2.06%

CBRE GROUP

1.86%

JPMORGAN CHASE

1.82%

FOX CORP

1.71%

JPEF

NVIDIA

9.20%

ALPHABET INC-CL

6.05%

AMAZON.COM INC

4.84%

APPLE

4.41%

BROADCOM LIMITED

4.15%

MICROSOFT-T

3.93%

ANALOG DEVICES

3.71%

LOEWS

3.26%

META PLATFORMS

3.20%

MORGAN STANLEY

3.13%

JOHNSON&JOHNSON

2.91%

NEXTERA ENERGY

2.83%

UNITED RENTALS

2.74%

CAPITAL ONE FINANCIAL

2.60%

KINDER MORGAN

2.55%

Frequently asked questions about SGLC and JPEF

How have the SGLC and JPEF ETFs performed in 2026?

As of June 22, 2026, SGLC is up 13.11% year-to-date (YTD), while JPEF has returned 6.9%. That puts SGLC better performer ahead so far this year.

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

Year-to-date, the SGLC ETF saw +$61M in flows, compared to +$227M for JPEF.

Which ETF is more volatile: SGLC or JPEF?

Over the past year, SGLC had a volatility of 13.7%, while JPEF experienced 12.02%.

Which ETF is bigger: SGLC or JPEF?

As of June 22, 2026, SGLC holds $194.92 M in assets under management (AUM), while JPEF manages $1.96 B.

What sectors do the SGLC and JPEF ETFs invest in?

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

SGLCvsJPEFETF Comparison

SGI U.S. Large Cap Core ETF

JPMorgan Equity Focus ETF

SGLC vs JPEF 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 SGLC and JPEF ETFs performed in 2026?

As of June 22, 2026, SGLC is up 13.11% year-to-date (YTD), while JPEF has returned 6.9%. That puts SGLC better performer ahead so far this year.

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

Year-to-date, the SGLC ETF saw +$61M in flows, compared to +$227M for JPEF.

Which ETF is more volatile: SGLC or JPEF?

Over the past year, SGLC had a volatility of 13.7%, while JPEF experienced 12.02%.

Which ETF is bigger: SGLC or JPEF?

As of June 22, 2026, SGLC holds $194.92 M in assets under management (AUM), while JPEF manages $1.96 B.

What sectors do the SGLC and JPEF ETFs invest in?

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

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

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

Which ETF is more diversified: SGLC or JPEF?

SGLC holds 122 securities with 54.35% of its assets in the top 15. JPEF has 41 securities and a top 15 weight of 59.5%.

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