Screener
JPSE vs DISV
JPMorgan Diversified Return U.S. Small Cap Equity ETF vs Dimensional International Small Cap Value ETF
Key differences
Both JPSE and DISV are equity ETFs. JPSE charges 0.29% a year and DISV 0.42%. The main difference: JPSE follows a index tracking strategy; DISV uses active selection.
- JPSE follows a index tracking strategy; DISV uses active selection.
- JPSE costs 0.13% less per year.
- DISV is much larger than JPSE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DISV has delivered higher annualized returns.
- JPSE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPSE | DISV | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.42% |
| Fund size (AUM) | $573M | $4.9B |
| Since | 2016 | 2022 |
| Dividend yield | 1.38% | 2.35% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +31.1% | +31.4% |
| CAGR 3Y | +16.5% | +25.1% |
| CAGR 5Y | +7.2% | N/A |
| Sharpe 3Y | 0.72 | 1.28 |
| Volatility 1Y | 16.13% | 14.72% |
| Max drawdown | -43.02% | -26.77% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.