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JPEF vs JPSV
JPMorgan Equity Focus ETF vs Jpmorgan Active Small Cap Value ETF
Key differences
- JPEF costs 0.30% less per year.
- JPEF is significantly larger than JPSV — larger funds tend to be more liquid and less likely to close.
- JPEF follows a index tracking strategy; JPSV uses active selection.
- JPEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPEF | JPSV | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.74% |
| Fund size (AUM) | $1.9B | $25M |
| Since | 2011 | 2023 |
| Dividend yield | 0.67% | 1.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.7% | +18.1% |
| CAGR 3Y | N/A | +12.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.55 |
| Volatility 1Y | 11.53% | 15.77% |
| Max drawdown | -18.09% | -22.78% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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