JPEF vs QIDX
JPMorgan Equity Focus ETF vs Indexperts Quality Earnings Focused ETF
Which is better, JPEF or QIDX?
JPEF has been ahead.
JPEF has a lower expense ratio. JPEF led over 1Y and the full window. QIDX is less concentrated, with 26.2% 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 | JPEF | QIDX |
|---|---|---|
| Expense Ratio | 0.44%Best | 0.50% |
| AUM | $2.1B | $39M |
| Dividend Yield | 0.64% | 0.93% |
| Holdings | 84 | 264 |
| YTD Return | +9.64%Best | +7.85% |
| 1Y Return | +11.56%Best | +7.18% |
| 3Y Return (annualized) | +19.60% | - |
| Volatility (annualized) | 11.3% | 9.9%Best |
| Max Drawdown | -18.1% | -15.0%Best |
| $10,000 over 1.8 years | $12,279Best | $11,722 |
| Top 10 Weight | 45.8% | 26.2%Best |
| Fund Family | J.P. Morgan Asset Management | Indexperts |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 10, 2023 | Dec 31, 2024 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Jan 2, 2025 to Oct 14, 2026 (1.8 years).
JPEF vs QIDX 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 1.8 years both funds cover.
JPEF vs QIDX Performance
JPMorgan Equity Focus ETF (JPEF) is an ETF from J.P. Morgan Asset Management and Indexperts Quality Earnings Focused ETF (QIDX) is an ETF from Indexperts. Over the past year JPEF returned +11.56% while QIDX returned +7.18%. Year to date, JPEF is up 9.64% versus a gain of 7.85% for QIDX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPEF has been the more volatile fund, with annualized monthly volatility of 11.3% compared with 9.9% for QIDX. 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 -18.1% for JPEF and -15.0% for QIDX. 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
JPEF charges 0.44% per year while QIDX charges 0.50%. On a $10,000 position that is $44 vs $50 annually, a gap of $6 per year that compounds over a long holding period. On income, JPEF currently yields 0.64% against 0.93% for QIDX.
Holdings Overlap
19.6% of JPEF's money is in holdings QIDX also owns. 11.2% of QIDX's money is in holdings JPEF also owns.
JPEF and QIDX share little of their money.
7 positions in common, counted across the 41 positions we hold weights for in JPEF and 131 in QIDX, against full books of 84 and 264.
What only one of them owns
Our book lists 123 positions for QIDX that do not appear in our book for JPEF (88.0% of the fund), and 33 for JPEF that do not appear in QIDX (78.6%).
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.
Top Shared Holdings
You are not choosing between two funds in isolation.
Whichever of JPEF and QIDX 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, JPEF or QIDX?
JPEF has an expense ratio of 0.44% while QIDX charges 0.50%. JPEF is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, JPEF or QIDX?
Over the past year JPEF returned +11.56% vs +7.18% for QIDX, so JPEF leads on 1-year performance. Over the longest common window we track (2 years), JPEF annualized +12.08% vs +9.23% for QIDX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JPEF or QIDX?
JPEF has been the more volatile fund at 11.3% annualized versus 9.9% for QIDX. Worst drawdown: JPEF -18.1% vs QIDX -15.0%.
Should I hold both JPEF and QIDX?
JPEF and QIDX 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.
What is the holdings overlap between JPEF and QIDX?
19.6% of JPEF's money is in holdings QIDX also owns. 11.2% of QIDX's is in holdings JPEF also owns. They hold 7 positions in common, counted across the 41 positions we hold weights for in JPEF and 131 in QIDX.
Which pays a higher dividend, JPEF or QIDX?
JPEF yields 0.64% while QIDX yields 0.93%, so QIDX currently pays the higher dividend yield.
Is QIDX better than JPEF?
JPEF has a lower expense ratio. JPEF led over 1Y and the full window. QIDX is less concentrated, with 26.2% 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.