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JGRW vs JQUA

Jensen Quality Growth ETF vs JPMorgan U.S. Quality Factor ETF

JGRW

Jensen Quality Growth ETF

Jensen

Annual cost

0.57%

Fund size

$100M

JQUA

JPMorgan U.S. Quality Factor ETF

JPMorgan

Annual cost

0.12%

Fund size

$7.5B

Key differences

  • JQUA costs 0.45% less per year.
  • JQUA is significantly larger than JGRW — larger funds tend to be more liquid and less likely to close.
  • JGRW follows a active selection strategy; JQUA uses index tracking.
  • JQUA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JGRWJQUA
Annual cost (TER)0.57%0.12%
Fund size (AUM)$100M$7.5B
Since20242017
Dividend yield0.46%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.1%+20.9%
CAGR 3YN/A+20.3%
CAGR 5YN/A+13.7%
Sharpe 3YN/A1.17
Volatility 1Y11.78%11.26%
Max drawdown-14.63%-32.92%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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