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JPEF vs JUSA

JPMorgan Equity Focus ETF vs JPMorgan U.S. Research Enhanced Large Cap ETF

JPEF

JPMorgan Equity Focus ETF

JPMorgan

Annual cost

0.44%

Fund size

$1.9B

JUSA

JPMorgan U.S. Research Enhanced Large Cap ETF

JPMorgan

Annual cost

0.12%

Fund size

$36M

Key differences

  • JUSA costs 0.32% less per year.
  • JPEF is significantly larger than JUSA — larger funds tend to be 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

JPEFJUSA
Annual cost (TER)0.44%0.12%
Fund size (AUM)$1.9B$36M
Since20112025
Dividend yield0.67%0.85%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.7%+27.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.53%11.96%
Max drawdown-18.09%-14.02%

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

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