Screener
JGRO vs JSMD
JPMorgan Active Growth ETF vs Janus Henderson Small/Mid Cap Growth Alpha ETF
Key differences
Both JGRO and JSMD are equity ETFs. JGRO charges 0.44% a year and JSMD 0.30%. The main difference: JSMD costs 0.14% less per year.
- JSMD costs 0.14% less per year.
- JGRO is much larger than JSMD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JGRO has delivered higher annualized returns.
- JSMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JGRO | JSMD | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.30% |
| Fund size (AUM) | $10.1B | $1.0B |
| Since | 2022 | 2016 |
| Dividend yield | 0.15% | 0.47% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.3% | +27.0% |
| CAGR 3Y | +22.1% | +17.7% |
| CAGR 5Y | N/A | +7.9% |
| Sharpe 3Y | 0.95 | 0.71 |
| Volatility 1Y | 16.07% | 22.48% |
| Max drawdown | -22.70% | -38.98% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.