JPEF vs SUPP
JPMorgan Equity Focus ETF vs TCW Transform Supply Chain ETF
Which is better, JPEF or SUPP?
JPEF has been ahead.
JPEF has a lower expense ratio. JPEF led over 1Y, 3Y and the full window. JPEF is less concentrated, with 45.8% of the fund in its ten largest positions against 59.8%.
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 | SUPP |
|---|---|---|
| Expense Ratio | 0.44%Best | 0.75% |
| AUM | $2.1B | $12M |
| Dividend Yield | 0.64% | 0.00% |
| Holdings | 84 | 54 |
| YTD Return | +9.64%Best | +7.65% |
| 1Y Return | +11.56%Best | +7.67% |
| 3Y Return (annualized) | +19.60%Best | +15.44% |
| Volatility (annualized) | 12.3%Best | 19.6% |
| Max Drawdown | -18.1%Best | -25.3% |
| $10,000 over 3.2 years | $16,604Best | $14,269 |
| Top 10 Weight | 45.8%Best | 59.8% |
| Fund Family | J.P. Morgan Asset Management | TCW ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 10, 2023 | Feb 14, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Jul 31, 2023 to Oct 14, 2026 (3.2 years).
JPEF vs SUPP 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 3.2 years both funds cover.
JPEF vs SUPP Performance
JPMorgan Equity Focus ETF (JPEF) is an ETF from J.P. Morgan Asset Management and TCW Transform Supply Chain ETF (SUPP) is an ETF from TCW ETFs. Over the past year JPEF returned +11.56% while SUPP returned +7.67%. Year to date, JPEF is up 9.64% versus a gain of 7.65% for SUPP.
Over three years, JPEF compounded at +19.60% per year against +15.44% for SUPP.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SUPP has been the more volatile fund, with annualized monthly volatility of 19.6% compared with 12.3% 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 -18.1% for JPEF and -25.3% for SUPP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JPEF charges 0.44% per year while SUPP charges 0.75%. On a $10,000 position that is $44 vs $75 annually, a gap of $31 per year that compounds over a long holding period. On income, JPEF currently yields 0.64% against 0.00% for SUPP.
Holdings Overlap
19.8% of JPEF's money is in holdings SUPP also owns. 23.9% of SUPP's money is in holdings JPEF also owns.
SUPP and JPEF share little of their money.
5 positions in common, counted across the 41 positions we hold weights for in JPEF and 27 in SUPP, against full books of 84 and 54.
What only one of them owns
Our book lists 18 positions for SUPP that do not appear in our book for JPEF (52.7% of the fund), and 36 for JPEF that do not appear in SUPP (80.2%).
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.
23.9% of SUPP is already inside JPEF.
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, JPEF or SUPP?
JPEF has an expense ratio of 0.44% while SUPP charges 0.75%. JPEF is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, JPEF or SUPP?
Over the past year JPEF returned +11.56% vs +7.67% for SUPP, so JPEF leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JPEF or SUPP?
SUPP has been the more volatile fund at 19.6% annualized versus 12.3% for JPEF. Worst drawdown: JPEF -18.1% vs SUPP -25.3%.
Should I hold both JPEF and SUPP?
JPEF and SUPP have a monthly-return correlation of 0.82, 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 SUPP?
23.9% of SUPP's money is in holdings JPEF also owns. 23.9% of SUPP's is in holdings JPEF also owns. They hold 5 positions in common, counted across the 41 positions we hold weights for in JPEF and 27 in SUPP.
Which pays a higher dividend, JPEF or SUPP?
JPEF yields 0.64% while SUPP yields 0.00%, so JPEF currently pays the higher dividend yield.
Is SUPP better than JPEF?
JPEF has a lower expense ratio. JPEF led over 1Y, 3Y and the full window. JPEF is less concentrated, with 45.8% of the fund in its ten largest positions against 59.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.