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JPEF vs CGXU

JPMorgan Equity Focus ETF vs Capital Group International Focus Equity ETF

JPEF

JPMorgan Equity Focus ETF

Annual cost

0.44%

Fund size

$2.0B

CGXU

Capital Group International Focus Equity ETF

Annual cost

0.54%

Fund size

$6.2B

Key differences

Both JPEF and CGXU are equity ETFs. JPEF charges 0.44% a year and CGXU 0.54%. The main difference: JPEF costs 0.10% less per year.

  • JPEF costs 0.10% less per year.
  • CGXU is much larger than JPEF. Larger funds are usually more liquid and less likely to close.
  • JPEF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JPEFCGXU
Annual cost (TER)0.44%0.54%
Fund size (AUM)$2.0B$6.2B
Since20112022
Dividend yield0.65%4.50%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+17.0%+32.9%
CAGR 3YN/A+17.1%
CAGR 5YN/AN/A
Sharpe 3YN/A0.75
Volatility 1Y11.62%20.52%
Max drawdown-18.09%-25.64%

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

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