Screener
BKLC vs JPEF
BNY Mellon US Large Cap Core Equity ETF vs JPMorgan Equity Focus ETF
Key differences
Both BKLC and JPEF are equity ETFs. BKLC charges 0.00% a year and JPEF 0.44%. The main difference: BKLC follows a index tracking strategy; JPEF uses active selection.
- BKLC follows a index tracking strategy; JPEF uses active selection.
- BKLC costs 0.44% less per year.
- JPEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BKLC | JPEF | |
|---|---|---|
| Annual cost (TER) | 0.00% | 0.44% |
| Fund size (AUM) | $5.4B | $2.0B |
| Since | 2020 | 2011 |
| Dividend yield | 1.01% | 0.65% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.0% | +17.0% |
| CAGR 3Y | +23.3% | N/A |
| CAGR 5Y | +13.9% | N/A |
| Sharpe 3Y | 1.23 | N/A |
| Volatility 1Y | 12.44% | 11.62% |
| Max drawdown | -26.14% | -18.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.