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JPSE vs DFAS
JPMorgan Diversified Return U.S. Small Cap Equity ETF vs Dimensional U.S. Small Cap ETF
Key differences
Both JPSE and DFAS are equity ETFs. JPSE charges 0.29% a year and DFAS 0.26%. The main difference: JPSE follows a index tracking strategy; DFAS uses active selection.
- JPSE follows a index tracking strategy; DFAS uses active selection.
- DFAS is much larger than JPSE. Larger funds are usually more liquid and less likely to close.
- DFAS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPSE | DFAS | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.26% |
| Fund size (AUM) | $573M | $14.4B |
| Since | 2016 | 1998 |
| Dividend yield | 1.38% | 0.92% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +31.1% | +26.7% |
| CAGR 3Y | +16.5% | +16.7% |
| CAGR 5Y | +7.2% | N/A |
| Sharpe 3Y | 0.72 | 0.70 |
| Volatility 1Y | 16.13% | 16.88% |
| Max drawdown | -43.02% | -26.13% |
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