#etf-performance

#etf-performance

JPMorgan U.S. Quality Factor ETF ( NYSEARCA:JQUA) targets high-quality U.S. companies by screening the 1,000 largest stocks for profitability, financial strength, and low debt. The fund equal-weights holdings, capping its top position at just 2% while spreading exposure across hundreds of quality-screened names. Quality companies with high profit margins and low debt should theoretically provide downside protection during market stress while participating in upside during bull markets. But JQUA's recent track record reveals meaningful gaps between the quality promise and actual returns.

JPMorgan BetaBuilders Europe ETF (NYSEARCA:BBEU) provides low-cost exposure to developed European large caps. With a 0.09% expense ratio and $8.4 billion in assets, it tracks hundreds of European stocks weighted by market cap. The fund returned 36.9% year-to-date through late December 2025, more than doubling the S&P 500's 17.8% gain. The return engine is straightforward appreciation of underlying positions. No derivatives, no leverage, no options overlay.

Dividend stocks have historically proven to be the most resilient investments, offering a consistent income stream while never facing a losing decade since the 1930s.