JPEF vs JUDO

JPEF vs JUDO

Which is better, JPEF or JUDO?

JPEF costs less.

JPEF has a lower expense ratio. JUDO is less concentrated, with 41.7% of the fund in its ten largest positions against 45.8%.

Lower Fees: JPEFLess Concentrated: JUDO

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

MetricJPEFJUDO
Expense Ratio0.44%Best0.55%
AUM$2.1B$8M
Dividend Yield0.64%2.87%
Holdings84128
YTD Return+9.64%+12.87%Best
1Y Return+11.56%-
3Y Return (annualized)+19.60%-
Top 10 Weight45.8%41.7%Best
Fund FamilyJ.P. Morgan Asset ManagementJanus Henderson Investors
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMar 10, 2023Mar 24, 2026

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

JPEF vs JUDO 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.

Compare JPEF against instead:JPEF vs SPYJPEF vs QQQJPEF vs VOOJPEF vs VTIJUDO against:JUDO vs VXUS

JPEF vs JUDO Performance

JPMorgan Equity Focus ETF (JPEF) is an ETF from J.P. Morgan Asset Management and Janus Henderson US Equity Enhanced Income ETF (JUDO) is an ETF from Janus Henderson Investors. Year to date, JPEF is up 9.64% versus a gain of 12.87% for JUDO.

Past performance does not guarantee future results.

Fees and Cost Over Time

JPEF charges 0.44% per year while JUDO charges 0.55%. On a $10,000 position that is $44 vs $55 annually, a gap of $11 per year that compounds over a long holding period. On income, JPEF currently yields 0.64% against 2.87% for JUDO.

Holdings Overlap

JPEF already in JUDO52.6%
JUDO already in JPEF42.9%

52.6% of JPEF's money is in holdings JUDO also owns. 42.9% of JUDO's money is in holdings JPEF also owns.

The two portfolios partly overlap.

15 positions in common, counted across the 41 positions we hold weights for in JPEF and 70 in JUDO, against full books of 84 and 128.

What only one of them owns

Our book lists 55 positions for JUDO that do not appear in our book for JPEF (57.1% of the fund), and 25 for JPEF that do not appear in JUDO (45.7%).

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

StockWeight in JPEFWeight in JUDODifference
NVDANvidia Corp.9.59%8.20%1.39%
GOOGAlphabet, Inc.- Cl C6.33%6.29%0.04%
MSFTMicrosoft Corp_None_05.05%6.86%1.81%
AAPLApple Inc5.69%4.70%0.99%
AMZNAmazon.Com Inc4.50%4.27%0.23%
AVGOBroadcom Inc2.80%3.13%0.33%
JNJJohnson & Johnson - Common3.24%1.45%1.79%
MUMicron Technology, Inc.2.45%2.23%0.22%
MSMorgan Stanley2.78%1.10%1.68%
METAMeta Platforms, Inc.2.36%0.95%1.41%

52.6% of JPEF is already inside JUDO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

JPEFJUDO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JPEF or JUDO?

JPEF has an expense ratio of 0.44% while JUDO charges 0.55%. JPEF is the cheaper option, by $11 a year on a $10,000 investment.

What is the holdings overlap between JPEF and JUDO?

52.6% of JPEF's money is in holdings JUDO also owns. 42.9% of JUDO's is in holdings JPEF also owns. They hold 15 positions in common, counted across the 41 positions we hold weights for in JPEF and 70 in JUDO.

Which pays a higher dividend, JPEF or JUDO?

JPEF yields 0.64% while JUDO yields 2.87%, so JUDO currently pays the higher dividend yield.

Is JUDO better than JPEF?

JPEF has a lower expense ratio. JUDO is less concentrated, with 41.7% 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.