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JPSE vs SMLF
JPMorgan Diversified Return U.S. Small Cap Equity ETF vs iShares U.S. Small-Cap Equity Factor ETF
Key differences
Both JPSE and SMLF are equity ETFs. JPSE charges 0.29% a year and SMLF 0.15%. The main difference: SMLF costs 0.14% less per year.
- SMLF costs 0.14% less per year.
- SMLF is much larger than JPSE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SMLF has delivered higher annualized returns.
Side-by-side comparison
| JPSE | SMLF | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.15% |
| Fund size (AUM) | $573M | $3.9B |
| Since | 2016 | 2015 |
| Dividend yield | 1.38% | 1.03% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.1% | +29.2% |
| CAGR 3Y | +16.5% | +21.0% |
| CAGR 5Y | +7.2% | +10.6% |
| Sharpe 3Y | 0.72 | 0.88 |
| Volatility 1Y | 16.13% | 17.39% |
| Max drawdown | -43.02% | -41.89% |
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