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JAVA vs GSSC

JPMorgan Active Value ETF vs Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF

JAVA

JPMorgan Active Value ETF

Annual cost

0.44%

Fund size

$6.5B

GSSC

Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF

Annual cost

0.20%

Fund size

$986M

Key differences

Both JAVA and GSSC are equity ETFs. JAVA charges 0.44% a year and GSSC 0.20%. The main difference: JAVA follows a active selection strategy; GSSC uses index tracking.

  • JAVA follows a active selection strategy; GSSC uses index tracking.
  • GSSC costs 0.24% less per year.
  • JAVA is much larger than GSSC. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

JAVAGSSC
Annual cost (TER)0.44%0.20%
Fund size (AUM)$6.5B$986M
Since20212017
Dividend yield1.25%1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.4%+29.3%
CAGR 3Y+17.2%+18.1%
CAGR 5YN/A+7.1%
Sharpe 3Y1.020.74
Volatility 1Y11.33%18.80%
Max drawdown-16.54%-41.38%

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