Screener
JPSE vs SVAL
JPMorgan Diversified Return U.S. Small Cap Equity ETF vs iShares US Small Cap Value Factor ETF
Key differences
Both JPSE and SVAL are equity ETFs. JPSE charges 0.29% a year and SVAL 0.20%. The main difference: SVAL costs 0.09% less per year.
- SVAL costs 0.09% less per year.
- JPSE is much larger than SVAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SVAL has delivered higher annualized returns.
Side-by-side comparison
| JPSE | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.20% |
| Fund size (AUM) | $573M | $187M |
| Since | 2016 | 2020 |
| Dividend yield | 1.38% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.1% | +36.6% |
| CAGR 3Y | +16.5% | +20.0% |
| CAGR 5Y | +7.2% | +6.7% |
| Sharpe 3Y | 0.72 | 0.78 |
| Volatility 1Y | 16.13% | 17.89% |
| Max drawdown | -43.02% | -27.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.