GUSE vs JPEF
Goldman Sachs Enhanced US Equity ETF vs JPMorgan Equity Focus ETF
Which is better, GUSE or JPEF?
GUSE has been ahead.
GUSE has a lower expense ratio. GUSE led over 1Y. GUSE is less concentrated, with 40.0% 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 | GUSE | JPEF |
|---|---|---|
| Expense Ratio | 0.30%Best | 0.44% |
| AUM | $365M | $2.1B |
| Dividend Yield | 0.64% | 0.64% |
| Holdings | 121 | 84 |
| YTD Return | +13.52%Best | +9.64% |
| 1Y Return | +17.06%Best | +11.56% |
| 3Y Return (annualized) | - | +19.60% |
| Top 10 Weight | 40.0%Best | 45.8% |
| Fund Family | Goldman Sachs Asset Management | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 31, 2008 | Mar 10, 2023 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
GUSE 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
GUSE vs JPEF Performance
Goldman Sachs Enhanced US Equity ETF (GUSE) is an ETF from Goldman Sachs Asset Management and JPMorgan Equity Focus ETF (JPEF) is an ETF from J.P. Morgan Asset Management. Over the past year GUSE returned +17.06% while JPEF returned +11.56%. Year to date, GUSE is up 13.52% versus a gain of 9.64% for JPEF.
Past performance does not guarantee future results.
Fees and Cost Over Time
GUSE charges 0.30% per year while JPEF charges 0.44%. On a $10,000 position that is $30 vs $44 annually, a gap of $14 per year that compounds over a long holding period. On income, GUSE currently yields 0.64% against 0.64% for JPEF.
Holdings Overlap
40.8% of GUSE's money is in holdings JPEF also owns. 54.0% of JPEF's money is in holdings GUSE also owns.
The two portfolios partly overlap.
15 positions in common, counted across the 122 positions we hold weights for in GUSE and 41 in JPEF, against full books of 121 and 84.
What only one of them owns
Our book lists 25 positions for JPEF that do not appear in our book for GUSE (44.2% of the fund), and 103 for GUSE that do not appear in JPEF (56.7%).
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.
Top Shared Holdings
| Stock | Weight in GUSE | Weight in JPEF | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 8.85% | 9.59% | 0.74% |
| AAPLApple Inc | 7.62% | 5.69% | 1.93% |
| MSFTMicrosoft Corp_None_0 | 5.03% | 5.05% | 0.02% |
| AMZNAmazon.Com Inc | 4.18% | 4.50% | 0.32% |
| GOOGAlphabet, Inc.- Cl C | 2.21% | 6.33% | 4.12% |
| AVGOBroadcom Inc | 2.39% | 2.80% | 0.41% |
| METAMeta Platforms, Inc. | 2.49% | 2.36% | 0.13% |
| JNJJohnson & Johnson - Common | 1.46% | 3.24% | 1.78% |
| MUMicron Technology, Inc. | 2.01% | 2.45% | 0.44% |
| AMDAdvanced Micro Devices Inc. | 1.72% | 2.74% | 1.02% |
54.0% of JPEF is already inside GUSE.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, GUSE or JPEF?
GUSE has an expense ratio of 0.30% while JPEF charges 0.44%. GUSE is the cheaper option, by $14 a year on a $10,000 investment.
Which performed better, GUSE or JPEF?
Over the past year GUSE returned +17.06% vs +11.56% for JPEF, so GUSE leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
What is the holdings overlap between GUSE and JPEF?
54.0% of JPEF's money is in holdings GUSE also owns. 54.0% of JPEF's is in holdings GUSE also owns. They hold 15 positions in common, counted across the 122 positions we hold weights for in GUSE and 41 in JPEF.
Which pays a higher dividend, GUSE or JPEF?
GUSE yields 0.64% while JPEF yields 0.64%, so GUSE currently pays the higher dividend yield.
Is JPEF better than GUSE?
GUSE has a lower expense ratio. GUSE led over 1Y. GUSE is less concentrated, with 40.0% 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.