Screener
JPSE vs ISCV
JPMorgan Diversified Return U.S. Small Cap Equity ETF vs iShares Morningstar Small-Cap Value ETF
Key differences
Both JPSE and ISCV are equity ETFs. JPSE charges 0.29% a year and ISCV 0.06%. The main difference: ISCV costs 0.23% less per year.
- ISCV costs 0.23% less per year.
- ISCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPSE | ISCV | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.06% |
| Fund size (AUM) | $573M | $659M |
| Since | 2016 | 2004 |
| Dividend yield | 1.38% | 1.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.1% | +28.2% |
| CAGR 3Y | +16.5% | +17.3% |
| CAGR 5Y | +7.2% | +6.7% |
| Sharpe 3Y | 0.72 | 0.73 |
| Volatility 1Y | 16.13% | 16.30% |
| Max drawdown | -43.02% | -51.56% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.