BCUS vs JPEF
Bancreek US Large Cap ETF vs JPMorgan Equity Focus ETF
Which is better, BCUS or JPEF?
JPEF has been ahead.
JPEF has a lower expense ratio. JPEF led over 1Y and the full window. BCUS is less concentrated, with 40.8% of the fund in its ten largest positions against 45.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BCUS | JPEF |
|---|---|---|
| Expense Ratio | 0.70% | 0.44%Best |
| AUM | $149M | $2.1B |
| Dividend Yield | 0.10% | 0.64% |
| Holdings | 62 | 84 |
| YTD Return | +2.72% | +9.64%Best |
| 1Y Return | +2.65% | +11.56%Best |
| 3Y Return (annualized) | - | +19.60% |
| Volatility (annualized) | 12.6% | 11.4%Best |
| Max Drawdown | -18.2% | -18.1%Best |
| $10,000 over 2.8 years | $13,340 | $15,745Best |
| Top 10 Weight | 40.8%Best | 45.8% |
| Fund Family | Bancreek Capital Advisors | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 20, 2023 | Mar 10, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 21, 2023 to Oct 14, 2026 (2.8 years).
BCUS vs JPEF growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.8 years both funds cover.
BCUS vs JPEF Performance
Bancreek US Large Cap ETF (BCUS) is an ETF from Bancreek Capital Advisors and JPMorgan Equity Focus ETF (JPEF) is an ETF from J.P. Morgan Asset Management. Over the past year BCUS returned +2.65% while JPEF returned +11.56%. Year to date, BCUS is up 2.72% versus a gain of 9.64% for JPEF.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BCUS has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 11.4% for JPEF. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -18.2% for BCUS and -18.1% for JPEF. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BCUS charges 0.70% per year while JPEF charges 0.44%. On a $10,000 position that is $70 vs $44 annually, a gap of $26 per year that compounds over a long holding period. On income, BCUS currently yields 0.10% against 0.64% for JPEF.
Holdings Overlap
19.9% of BCUS's money is in holdings JPEF also owns. 18.7% of JPEF's money is in holdings BCUS also owns.
BCUS and JPEF share little of their money.
5 positions in common, counted across the 30 positions we hold weights for in BCUS and 41 in JPEF, against full books of 62 and 84.
What only one of them owns
Our book lists 35 positions for JPEF that do not appear in our book for BCUS (79.5% of the fund), and 21 for BCUS that do not appear in JPEF (66.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of BCUS and JPEF you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BCUS or JPEF?
BCUS has an expense ratio of 0.70% while JPEF charges 0.44%. JPEF is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, BCUS or JPEF?
Over the past year BCUS returned +2.65% vs +11.56% for JPEF, so JPEF leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BCUS or JPEF?
BCUS has been the more volatile fund at 12.6% annualized versus 11.4% for JPEF. Worst drawdown: BCUS -18.2% vs JPEF -18.1%.
Should I hold both BCUS and JPEF?
BCUS and JPEF have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BCUS and JPEF?
19.9% of BCUS's money is in holdings JPEF also owns. 18.7% of JPEF's is in holdings BCUS also owns. They hold 5 positions in common, counted across the 30 positions we hold weights for in BCUS and 41 in JPEF.
Which pays a higher dividend, BCUS or JPEF?
BCUS yields 0.10% while JPEF yields 0.64%, so JPEF currently pays the higher dividend yield.
Is JPEF better than BCUS?
JPEF has a lower expense ratio. JPEF led over 1Y and the full window. BCUS is less concentrated, with 40.8% of the fund in its ten largest positions against 45.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.