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JPEM vs JADE

JPMorgan Diversified Return Emerging Markets Equity ETF vs JPMorgan Active Developing Markets Equity ETF

JPEM

JPMorgan Diversified Return Emerging Markets Equity ETF

Annual cost

0.44%

Fund size

$390M

JADE

JPMorgan Active Developing Markets Equity ETF

Annual cost

0.65%

Fund size

$31M

Key differences

Both JPEM and JADE are equity ETFs. JPEM charges 0.44% a year and JADE 0.65%. The main difference: JPEM follows a index tracking strategy; JADE uses active selection.

  • JPEM follows a index tracking strategy; JADE uses active selection.
  • JPEM costs 0.21% less per year.
  • JPEM is much larger than JADE. Larger funds are usually more liquid and less likely to close.
  • JPEM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JPEMJADE
Annual cost (TER)0.44%0.65%
Fund size (AUM)$390M$31M
Since20152024
Dividend yield4.39%1.82%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyindex trackingactive selection
CAGR 1Y+18.8%+46.8%
CAGR 3Y+13.6%N/A
CAGR 5Y+5.9%N/A
Sharpe 3Y0.78N/A
Volatility 1Y13.23%20.30%
Max drawdown-40.22%-16.71%

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