Explore whether the JPMorgan Diversified Return U.S. Equity ETF (JPUS) should be on your investment radar for potential gains.
Large-cap companies, which usually have market caps over $10 billion, are generally seen as more stable. They tend to have predictable cash flows and are less volatile compared to smaller companies. JPUS holds a mix of growth and value stocks, which can be a smart way to diversify your investments.
When it comes to costs, JPUS has an expense ratio of 0.18%, which is pretty standard for similar funds. Plus, it offers a 12-month trailing dividend yield of 2.09%, which is a nice perk for investors looking for income.
Before jumping in, it’s wise to check out what the ETF holds. JPUS has a significant chunk of its portfolio in the Consumer Staples sector, around 13.90%. Other sectors like Healthcare and Industrials also feature prominently. The top holdings include companies like Broadcom, Ciena, and Nvidia, which together make up about 4.48% of the total assets.
In terms of performance, JPUS aims to track the Russell 1000 Diversified Factor Index. So far this year, it’s returned about 1.70% and has seen a 15.51% increase over the past year. It’s traded between $101.27 and $123.77 in the last 52 weeks, showing some solid movement.
With a beta of 0.97, JPUS is considered a medium-risk option, and it holds around 364 stocks, which helps spread out the risk. If you’re looking for alternatives, you might also check out the iShares Core S&P 500 ETF or the SPDR S&P 500 ETF, both of which track similar indices but have lower expense ratios.
Overall, JPUS is gaining traction among both retail and institutional investors. It’s a low-cost, transparent option that could fit well into a long-term investment strategy. If you want to dive deeper into ETFs, consider checking out resources that align with your investment goals.
