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JPSE vs JPUS
JPMorgan Diversified Return U.S. Small Cap Equity ETF vs JPMorgan Diversified Return U.S. Equity ETF
Key differences
- JPUS costs 0.11% less per year.
- JPSE follows a index tracking strategy; JPUS uses active selection.
Side-by-side comparison
| JPSE | JPUS | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.18% |
| Fund size (AUM) | $587M | $442M |
| Since | 2016 | 2015 |
| Dividend yield | 1.38% | 2.05% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +34.0% | +21.8% |
| CAGR 3Y | +16.2% | +16.0% |
| CAGR 5Y | +7.5% | +9.6% |
| Sharpe 3Y | 0.71 | 0.97 |
| Volatility 1Y | 16.11% | 10.51% |
| Max drawdown | -43.02% | -38.69% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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