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JPSE vs JAVA
JPMorgan Diversified Return U.S. Small Cap Equity ETF vs JPMorgan Active Value ETF
Key differences
- JPSE costs 0.15% less per year.
- JAVA is significantly larger than JPSE — larger funds tend to be more liquid and less likely to close.
- JPSE follows a index tracking strategy; JAVA uses active selection.
- JPSE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPSE | JAVA | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.44% |
| Fund size (AUM) | $587M | $6.4B |
| Since | 2016 | 2021 |
| Dividend yield | 1.38% | 1.27% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +34.0% | +23.9% |
| CAGR 3Y | +16.2% | +16.1% |
| CAGR 5Y | +7.5% | N/A |
| Sharpe 3Y | 0.71 | 0.95 |
| Volatility 1Y | 16.11% | 11.30% |
| Max drawdown | -43.02% | -16.54% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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