Screener
JGRO vs JPSE
JPMorgan Active Growth ETF vs JPMorgan Diversified Return U.S. Small Cap Equity ETF
Key differences
- JPSE costs 0.15% less per year.
- JGRO is significantly larger than JPSE — larger funds tend to be more liquid and less likely to close.
- JGRO follows a active selection strategy; JPSE uses index tracking.
- Over the last 3 years, JGRO has delivered higher annualized returns.
- JPSE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JGRO | JPSE | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.29% |
| Fund size (AUM) | $9.4B | $587M |
| Since | 2022 | 2016 |
| Dividend yield | 0.16% | 1.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +23.0% | +34.0% |
| CAGR 3Y | +24.2% | +16.2% |
| CAGR 5Y | N/A | +7.5% |
| Sharpe 3Y | 1.04 | 0.71 |
| Volatility 1Y | 15.50% | 16.11% |
| Max drawdown | -22.70% | -43.02% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to JGRO and JPSE
Explore further