Top Trumps: US equities – 4 June 2026

This week FSA provides a quick comparison of two US equity funds: Brandes US Value and JP Morgan US Value.

4 June 2026

Source: FE Fundinfo. All relevant fund data converted to US dollars for comparative purposes. Performance, alpha and volatility are annualised over three years with data as reported at the end of last month. Information ratio (IR) aims to measure a portfolio manager’s consistent ability to generate excess returns relative to a benchmark. The higher the IR, the more consistent the manager is.

Based on the popular 80s card game, each week we select an asset class and use FE fundinfo data to compare two funds based on their three-year performance, assets under management, alpha, volatility, ongoing charges and information ratio to decide which is the Top Trump.

This week, Brandes US Value defeats JPM US Value: 4-2.

Brandes US Value

This fund takes a value-oriented approach of buying businesses above $5bn in size at a discount to the firm’s estimate of their true value.

Top 10 holdings:

Halliburton Co 3.11%

Citigroup Inc 2.79%

Textron Inc 2.56%

SLB Ltd 2.51%

FedEx Corp 2.50%

Merck & Co Inc 2.46%

Alphabet Inc 2.37%

Bank of America Corp 2.27%

The Cigna Group 2.26%

Pfizer Inc 2.13%

JPM US Value

This fund uses a fundamental, bottom-up stock selection process to invest in companies with durable business models, consistent earnings, strong cash flows and experienced management teams.

Alphabet 3.2%

Amazon.com 2.9%

Wells Fargo 2.9%

Analog Devices 2.5%

Eaton 2.3%

Chevron 2.2%

Carrier Global 2.2%

ConocoPhillips 2.2%

Bank of America 2.2%

Morgan Stanley 2.1%