Screener
JPSE vs JVAL
JPMorgan Diversified Return U.S. Small Cap Equity ETF vs JPMorgan U.S. Value Factor ETF
Key differences
- JVAL costs 0.17% less per year.
- Over the last 3 years, JVAL has delivered higher annualized returns.
Side-by-side comparison
| JPSE | JVAL | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.12% |
| Fund size (AUM) | $587M | $733M |
| Since | 2016 | 2017 |
| Dividend yield | 1.38% | 1.87% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +34.0% | +36.5% |
| CAGR 3Y | +16.2% | +21.5% |
| CAGR 5Y | +7.5% | +11.6% |
| Sharpe 3Y | 0.71 | 1.09 |
| Volatility 1Y | 16.11% | 13.86% |
| Max drawdown | -43.02% | -40.42% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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