Screener
JPSE vs FNDX
JPMorgan Diversified Return U.S. Small Cap Equity ETF vs Schwab Fundamental U.S. Large Company ETF
Key differences
Both JPSE and FNDX are equity ETFs. JPSE charges 0.29% a year and FNDX 0.25%. The main difference: FNDX is much larger than JPSE. Larger funds are usually more liquid and less likely to close.
- FNDX is much larger than JPSE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FNDX has delivered higher annualized returns.
Side-by-side comparison
| JPSE | FNDX | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.25% |
| Fund size (AUM) | $573M | $25.5B |
| Since | 2016 | 2013 |
| Dividend yield | 1.38% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.1% | +31.5% |
| CAGR 3Y | +16.5% | +21.6% |
| CAGR 5Y | +7.2% | +12.9% |
| Sharpe 3Y | 0.72 | 1.29 |
| Volatility 1Y | 16.13% | 10.36% |
| Max drawdown | -43.02% | -37.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.