JDIV vs TEMP

JDIV vs TEMP

Which is better, JDIV or TEMP?

JDIV has been ahead.

JDIV has a lower expense ratio. JDIV led over 1Y and the full window.

Lower Fees: JDIVHigher Returns: JDIV

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

MetricJDIVTEMP
Expense Ratio0.47%Best0.49%
AUM$13M$8M
Dividend Yield1.56%1.31%
Holdings9872
Volatility (annualized)9.7%Best13.8%
Max Drawdown-13.3%Best-23.5%
$10,000 over 1 years$11,264Best$10,497
Fund FamilyJ.P. Morgan Asset ManagementJ.P. Morgan Asset Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionSep 25, 2024Dec 13, 2021

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 376 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. JDIV has data through Oct 14, 2026 and TEMP through Oct 3, 2025.

Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Sep 26, 2024 to Oct 3, 2025 (1 years).

Compare JDIV against instead:JDIV vs SPYJDIV vs QQQJDIV vs VOOJDIV vs VTITEMP against:TEMP vs VXUS

Risk: Volatility and Drawdowns

TEMP has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 9.7% for JDIV. 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 -13.3% for JDIV and -23.5% for TEMP. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JDIV charges 0.47% per year while TEMP charges 0.49%. On a $10,000 position that is $47 vs $49 annually, a gap of $2 per year that compounds over a long holding period. On income, JDIV currently yields 1.56% against 1.31% for TEMP.

You are not choosing between two funds in isolation.

Whichever of JDIV and TEMP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JDIVTEMP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JDIV or TEMP?

JDIV has an expense ratio of 0.47% while TEMP charges 0.49%. JDIV is the cheaper option, by $2 a year on a $10,000 investment.

Which is riskier, JDIV or TEMP?

TEMP has been the more volatile fund at 13.8% annualized versus 9.7% for JDIV. Worst drawdown: JDIV -13.3% vs TEMP -23.5%.

Should I hold both JDIV and TEMP?

JDIV and TEMP have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, JDIV or TEMP?

JDIV yields 1.56% while TEMP yields 1.31%, so JDIV currently pays the higher dividend yield.

Is TEMP better than JDIV?

JDIV has a lower expense ratio. JDIV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.