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JPSE vs PSC
JPMorgan Diversified Return U.S. Small Cap Equity ETF vs Principal U.S. Small-Cap ETF
Key differences
Both JPSE and PSC are equity ETFs. JPSE charges 0.29% a year and PSC 0.38%. The main difference: JPSE costs 0.09% less per year.
- JPSE costs 0.09% less per year.
- PSC is much larger than JPSE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PSC has delivered higher annualized returns.
Side-by-side comparison
| JPSE | PSC | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.38% |
| Fund size (AUM) | $573M | $2.1B |
| Since | 2016 | 2016 |
| Dividend yield | 1.38% | 0.58% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.1% | +26.2% |
| CAGR 3Y | +16.5% | +19.4% |
| CAGR 5Y | +7.2% | +7.9% |
| Sharpe 3Y | 0.72 | 0.80 |
| Volatility 1Y | 16.13% | 18.88% |
| Max drawdown | -43.02% | -46.75% |
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