Screener
DFSV vs JPSV
Dimensional US Small Cap Value ETF vs Jpmorgan Active Small Cap Value ETF
Key differences
Both DFSV and JPSV are equity ETFs. DFSV charges 0.30% a year and JPSV 0.74%. The main difference: DFSV costs 0.44% less per year.
- DFSV costs 0.44% less per year.
- DFSV is much larger than JPSV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFSV has delivered higher annualized returns.
Side-by-side comparison
| DFSV | JPSV | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.74% |
| Fund size (AUM) | $7.6B | $25M |
| Since | 2022 | 2023 |
| Dividend yield | 1.42% | 1.27% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +34.5% | +17.9% |
| CAGR 3Y | +18.9% | +13.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.76 | 0.59 |
| Volatility 1Y | 17.62% | 15.59% |
| Max drawdown | -28.02% | -22.78% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.