Screener
JPSE vs DFSV
JPMorgan Diversified Return U.S. Small Cap Equity ETF vs Dimensional US Small Cap Value ETF
Key differences
Both JPSE and DFSV are equity ETFs. JPSE charges 0.29% a year and DFSV 0.30%. The main difference: JPSE follows a index tracking strategy; DFSV uses active selection.
- JPSE follows a index tracking strategy; DFSV uses active selection.
- DFSV is much larger than JPSE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFSV has delivered higher annualized returns.
- JPSE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPSE | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.30% |
| Fund size (AUM) | $573M | $7.6B |
| Since | 2016 | 2022 |
| Dividend yield | 1.38% | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +31.1% | +34.5% |
| CAGR 3Y | +16.5% | +18.9% |
| CAGR 5Y | +7.2% | N/A |
| Sharpe 3Y | 0.72 | 0.76 |
| Volatility 1Y | 16.13% | 17.62% |
| Max drawdown | -43.02% | -28.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.