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JGRW vs BSMC

Jensen Quality Growth ETF vs Brandes U.S. Small-Mid Cap Value ETF

JGRW

Jensen Quality Growth ETF

Annual cost

0.57%

Fund size

$96M

BSMC

Brandes U.S. Small-Mid Cap Value ETF

Annual cost

0.71%

Fund size

$159M

Key differences

Both JGRW and BSMC are equity ETFs. JGRW charges 0.57% a year and BSMC 0.71%. The main difference: JGRW costs 0.14% less per year.

  • JGRW costs 0.14% less per year.

Side-by-side comparison

JGRWBSMC
Annual cost (TER)0.57%0.71%
Fund size (AUM)$96M$159M
Since20242023
Dividend yield0.45%0.95%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+1.9%+24.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.85%14.53%
Max drawdown-14.63%-19.14%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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