Screener
JPSE vs DFIS
JPMorgan Diversified Return U.S. Small Cap Equity ETF vs Dimensional International Small Cap ETF
Key differences
Both JPSE and DFIS are equity ETFs. JPSE charges 0.29% a year and DFIS 0.39%. The main difference: JPSE follows a index tracking strategy; DFIS uses active selection.
- JPSE follows a index tracking strategy; DFIS uses active selection.
- JPSE costs 0.10% less per year.
- DFIS is much larger than JPSE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFIS has delivered higher annualized returns.
- JPSE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPSE | DFIS | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.39% |
| Fund size (AUM) | $573M | $6.0B |
| Since | 2016 | 2022 |
| Dividend yield | 1.38% | 1.98% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +31.1% | +25.0% |
| CAGR 3Y | +16.5% | +19.8% |
| CAGR 5Y | +7.2% | N/A |
| Sharpe 3Y | 0.72 | 1.02 |
| Volatility 1Y | 16.13% | 14.77% |
| Max drawdown | -43.02% | -27.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.