Screener
JIRE vs JPSV
JPMorgan International Research Enhanced Equity ETF vs Jpmorgan Active Small Cap Value ETF
Key differences
- JIRE costs 0.50% less per year.
- JIRE is significantly larger than JPSV — larger funds tend to be more liquid and less likely to close.
- JIRE covers global markets; JPSV covers north america.
- Over the last 3 years, JIRE has delivered higher annualized returns.
- JIRE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JIRE | JPSV | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.74% |
| Fund size (AUM) | $10.6B | $25M |
| Since | 1992 | 2023 |
| Dividend yield | 2.81% | 1.30% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.3% | +18.1% |
| CAGR 3Y | +16.0% | +12.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.81 | 0.55 |
| Volatility 1Y | 15.65% | 15.77% |
| Max drawdown | -16.11% | -22.78% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to JIRE and JPSV
Explore further