Screener
JPSE vs ISCB
JPMorgan Diversified Return U.S. Small Cap Equity ETF vs iShares Morningstar Small-Cap ETF
Key differences
Both JPSE and ISCB are equity ETFs. JPSE charges 0.29% a year and ISCB 0.04%. The main difference: ISCB costs 0.25% less per year.
- ISCB costs 0.25% less per year.
- Over the last three years, ISCB has delivered higher annualized returns.
- ISCB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPSE | ISCB | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.04% |
| Fund size (AUM) | $573M | $275M |
| Since | 2016 | 2004 |
| Dividend yield | 1.38% | 1.27% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.1% | +28.0% |
| CAGR 3Y | +16.5% | +17.5% |
| CAGR 5Y | +7.2% | +5.6% |
| Sharpe 3Y | 0.72 | 0.74 |
| Volatility 1Y | 16.13% | 16.63% |
| Max drawdown | -43.02% | -44.18% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.