Screener
JGRW vs VTWV
Jensen Quality Growth ETF vs Vanguard Russell 2000 Value Index Fund ETF Shares
Key differences
Both JGRW and VTWV are equity ETFs. JGRW charges 0.57% a year and VTWV 0.06%. The main difference: JGRW follows a active selection strategy; VTWV uses index tracking.
- JGRW follows a active selection strategy; VTWV uses index tracking.
- VTWV costs 0.51% less per year.
- VTWV is much larger than JGRW. Larger funds are usually more liquid and less likely to close.
- VTWV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JGRW | VTWV | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.06% |
| Fund size (AUM) | $96M | $1.3B |
| Since | 2024 | 2012 |
| Dividend yield | 0.45% | 1.57% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +2.0% | +40.1% |
| CAGR 3Y | N/A | +19.4% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 0.78 |
| Volatility 1Y | 11.84% | 18.37% |
| Max drawdown | -14.63% | -45.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.